HubSpot CRM context inside every conversation
CRM context next to conversations, activity back in HubSpot.
Included on every plan, from Starter.
Last updated:
How the HubSpot integration works
The HubSpot integration links Inno Message conversations to HubSpot contacts. Agents see who they are talking to, including CRM details, while they reply, and conversation activity is recorded against the contact in HubSpot so sales and success teams see the full picture.
Who it's for: Sales, support and success teams that run their customer records in HubSpot.
Context while replying
Contact details from HubSpot alongside the conversation.
Activity on the record
Messaging activity logged to the HubSpot contact.
Smarter routing
Use CRM attributes in routing rules to reach the account owner.
Set it up
Connect HubSpot
Authorize the HubSpot connection from Integrations in settings.
Map contacts
Choose how Inno Message contacts match HubSpot contacts, usually by email or phone.
Details
- Plans
- CRM integrations are included from Starter.
- Matching
- Contacts matched by email address or phone number.
Questions about HubSpot
Which plans include the HubSpot integration?
More answers in the Inno Message FAQ.