The HubSpot integration in the app switcher allows you to display, create, and edit customer records from your HubSpot CRM that match the open message in Front.
If you’d like to sync HubSpot contacts or companies into Front, see the articles below:
You must have Front company admin permissions to set up the integration.
How it works
If the sender has a matching email or SMS contact in HubSpot, the contact details will be displayed in the HubSpot integration in Front. You can display any default or custom fields for these four default objects in your HubSpot plugin in Front:
Engagements (notes, tasks, etc.)
You can also use rules to log messages in HubSpot as activities on the related contact record.
Important to know:
The HubSpot rule will only run on email conversations in shared inboxes
The most recent message body will be logged to the HubSpot contact as an email engagement
Texts, tweets, or other message types will not be sent to HubSpot
Enable the integration
Click the gear icon on the top right of Front, click Company settings, then select App store from the left menu.
Select HubSpot from the list of integrations. Click See details, then click Enable app.
Click Link company HubSpot account.
Enter your HubSpot account login credentials in the pop-up window.
Click Save to finish enabling the HubSpot integration.
How to use the plugin
You can now display contact information from your HubSpot CRM directly in Front. Open the right pane by clicking on the HubSpot icon located in the app switcher on the right.
Front will use the message sender’s email address or phone number to display the related contact record from HubSpot. You can also use the contact switcher to choose the contact you'd like to view. If there is no related contact, you can create one.
You can use the other buttons to create or edit Contact fields and Companies, Deals, or Engagements related to that contact, and the changes will be instantly synced to HubSpot.
Front's HubSpot integration also supports custom fields. To update an object card and manage which fields are made visible, click the gear icon in the top right corner of the integration. Simply expand the card and check the box next to the field you want to be displayed in the main integration view.
Log message in HubSpot rule
You can use the "Send new message to HubSpot" rule template or a custom rule to automatically log messages from shared inboxes into HubSpot.
This rule will run only on email conversations, and it will log the most recent message's body to the HubSpot contact as an email engagement.
Here's an example custom rule:
Click the gear icon on the top right of Front, then select company or workspace settings in the left sidebar. Click Rules in the left menu.
Create the rule using the compatible triggers, and make sure the action is Log message in HubSpot. If there is no HubSpot contact related to the message, the message will not be logged.
What does this permissions error mean?
Users may receive an error that they do not have sufficient permissions to log in to the HubSpot integration in Front, like this:
If this happens, the admin will need to enable all default permissions for the Contacts, Sales, and Marketing categories for all users. Of particular note, users need editing rights enabled for them in order to sign in and use the HubSpot integration.
Does the rule only log to contacts?
Yes, the HubSpot rule logs the message to a contact. If you need it to log to a deal, a company, or other, you will need to log into HubSpot and associate it accordingly, as shown here.
Does the rule work with all triggers?
No, a rule with the action Log message to Hubspot works with specific When triggers. The compatible When triggers are:
Inbound message is received
Outbound message is sent (new conversation)
Outbound reply is sent (existing conversation)
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Does the integration populate the Activity assigned to property?
We don't populate the Activity assigned to property, so activities will show as unassigned in HubSpot. We only populate Activity Created By, and that would log to the user who enabled the HubSpot integration in Front.
This feature is available on the Growth plan or above. Some legacy plans with different names may also have this feature.