• Push data collected from leads generation flows to HubSpot Marketing forms
• Get updated contact information by syncing your HubSpot contacts into AiChat’s platform
• Engage when new contact leads using automated WhatsApp follow-ups

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Connect Your HubSpot Account

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Requirements:

• Your HubSpot account role is a Super Admin to connect
• You must login to your HubSpot account

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Step 1: Integrate HubSpot Account in AiChat

1. In your AiChat dashboard, go to Settings → Integrations → HubSpot
2. Click Connect HubSpot and follow the prompts to link your accounts. You will be redirected to HubSpot platform to authenticate and complete the integration.
3. Select the HubSpot account you wish to connect.
4. Upon successful registration, you will return back to AiChat portal with account connected.

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Step 2: Configure the main WhatsApp contact list to sync

1. In your AiChat dashboard, go to Settings → Integrations → HubSpot → Sync Details
2. Choose a HubSpot list that contains the contacts with phone numbers. Ideally, it should be a dynamic list. Learn how to create HubSpot List.
3. Select the fields you would like to bring across when importing contacts to our platform. You must select at least one, and one of it must be the unique identifier like Email.
4. Lastly, select if you want to auto-sync the contacts whenever they are updated on HubSpot, or perform a one-time import.
5. Once you are ready, click Start Import to begin bringing in current contacts in the HubSpot list. Once completed, all contacts at the time of import will be available in our system.

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Broadcasting with HubSpot List

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How to Setup:

1. Ensure you have integrated your HubSpot account.
2. In your AiChat dashboard, go to WhatsApp Broadcast → Create Broadcast
3. Under Recipients, click HubSpot Contact List tab and select the desired HubSpot list.
4. Continue with setting up the broadcast.

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Advance Flow Actions with HubSpot API

1. Collecting the leads and Update Marketing Forms
2. Check if user exists in HubSpot and save the information into profile
3. Update user’s HubSpot contact information.

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Submit Marketing Form

Method: POST
URL: https://api.hsforms.com/submissions/v3/integration/secure/submit/{your-hubspot-account-id}/{hubspot-form-id}

• Method and URL: You need to include your HubSpot account ID and the marketing form ID. Learn how to find your HubSpot Account ID or your marketing form ID.
• Header: You will need to add the Authorization and Bearer token using our hubspot_token attribute.
• Body: Add the necessary Marketing Form fields using the **HubSpot’s **property internal name and the values mapped from our attributes.

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Get Contact Records

Method: GET
URL: https://api.hubapi.com/crm/v3/objects/contacts/{{user.email}}?idProperty=email&properties=email,phone,firstname

• Method and URL: You need to include the user’s email attribute {{user.email}} and the properties you want back in the response. If you are using another identifier, modify the payload accordingly.
• Header: You will need to add the Authorization and Bearer token using our hubspot_token attribute.
• Body: Leave it empty as API endpoint does not require.
• If the contact exists, success path will be triggered
• If the contact does not exists,failure path will be triggered.

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Saving the Response Data

1. In the same Send Http configuration → Response Mapping, click Test request.
2. If successful, you will see the response on the right panel. Remember to swap the placeholder {{user.email}} to a valid email address when testing.
3. Click on a one of the desired data you wish to save, and select the attribute you want to soave to. You can save as many of the data you wish.
4. Once done, remember to revert back to {{user.email}} in the Method and URL.

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Update Contact Records

Method: PATCH
URL: https://api.hubapi.com/crm/v3/objects/contacts/{{user.email}}?idProperty=email

• Method and URL: You need to include the user’s email attribute {{user.email}}. If you are using another identifier, modify the payload accordingly.
• Header: You will need to add the Authorization and Bearer token using our hubspot_token attribute.
• Body: Include the properties you want to update and the values.
• If the contact exists, success path will be triggered
• If the contact does not exists,failure path will be triggered.

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Frequently Ask Questions