How to enable and use the HubSpot integration

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:

• HubSpot contacts sync

• Sync HubSpot companies to Front accounts

You must have Front company admin permissions to set up the integration.

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:

• Contacts

• Companies

• Deals

• 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

Step 1

Click the gear icon on the top right of Front, click Company settings, then select App store from the left menu.

Step 2

Select HubSpot from the list of integrations. Click See details, then click Enable app.

Step 3 

Click Link company HubSpot account.

Step 4

Enter your HubSpot account login credentials in the pop-up window.

Step 5

Click Save to finish enabling the HubSpot integration.

You can 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.

You can use the Log message in HubSpot rule action automatically log messages from your Front 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.

Step 1

Click the gear icon on the top right of Front, then select Company or Personal in the left sidebar, depending on where you want to create your rule.

Step 2

If creating a shared rule, click Rules and macros in the left sidebar, then click Create rule. If creating an individual rule, click Rules in the left sidebar, then click Create rule.

Step 3

Select the Send to HubSpot rule template (shared rules only) or create a rule from scratch.

Step 4

The template will automatically select triggers, conditions, and actions to get you started. You can further customize your rule by selecting specific inboxes, adding additional conditions, and more. Ensure the action Log message in HubSpot is included in your rule. 

If there is no HubSpot contact related to the message, the message will not be logged.

Step 4

Click Create to save your rule.

Users may receive an error that they do not have sufficient permissions to log in to the HubSpot integration in Front. Example error messages:

• Request for integration permissions: You do not have the correct role to grant these permissions. Please contact your administrator.

• Couldn't complete the connection: Authorization failed because you don't have permissions to authorize the scopes required by the app. Please contact your super admin to get the necessary permissions.

To resolve the error, a HubSpot admin must enable the following HubSpot permissions for users:

• Read & write access (view and edit): Contacts, Companies, Deals

• Read-only access (view only): Marketing - Lists

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.

No. Rules with the action Log message to HubSpot work 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)

• New comment is added

• Teammate is mentioned

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 may also have this feature.