How to enable and use the HubSpot integration

Overview

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.

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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:

• Contacts
• Companies
• Deals
• Engagements (notes, tasks, etc.)

You can also use rules to log messages in HubSpot as activities on the related contact record. Using rules, only emails will be logged — texts, tweets, or other message types will not be sent to HubSpot.

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Enable the integration

Step 1

Click the gear icon on the top right of Front and into the Company settings tab, and 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 popup window.

Step 5

Click Save to finish enabling the HubSpot integration.

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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.

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Log message in HubSpot rule 

You can create a rule to automatically log messages into HubSpot. Shared rules will apply to shared conversations and private rules will apply to private conversations.

Step 1

Click the gear icon on the top right of Front and into the Company or Personal settings tab, depending on whether you'd like to log shared conversations or private conversations. Click Rules in the left menu.

Step 2

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.

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FAQ

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)
• New comment is added
• Teammate is mentioned

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.

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Pricing

This feature is available on the Growth plan or above. Some legacy plans with different names may also have this feature.