See information from and create HubSpot contacts right from the ServiceBell dashboard
ServiceBell integration with HubSpot allows admins to quickly view important information about HubSpot contacts from the dashboard, or create new contacts from visitors within the dashboard.
To link your HubSpot contacts to ServiceBell visitors, go to the Integrations page in your ServiceBell settings, find the HubSpot card, and click the toggle to enable it. You'll be redirected to HubSpot to authorize the integration.
Providing ServiceBell with the email address of the visitor will link it to any HubSpot contacts with the same email. You can provide the widget with their email using the Custom User Identities feature. If a match is found, you'll see information about the contact and a link to HubSpot in the sidebar.
If you're using HubSpot forms to capture visitor information, ServiceBell will automatically pick up form submissions and call
ServiceBell.identifywith the email and name they provided in the form. Note that this only works with HubSpot's form embeds, not with their Non-HubSpot Forms setting or custom HubSpot form submission calls.
If you either don't have visitor email addresses available on your site, or would like to create HubSpot contacts right from the dashboard, you can click the "Create new contact" button and fill out the form. This will attach the email you enter to the visitor. If you want to add additional fields to the contact, you'll be able to access the contact in the HubSpot dashboard as soon as you submit the form.
Note that if you are using Custom User Identities and providing
ServiceBell.identifywith a different email address than the one you create a HubSpot contact with, it will be overridden the next time
When the HubSpot integration is activated all contacts, companies and deals will immediately begin syncing down from HubSpot to ServiceBell. This means you can begin building segments and automations (Journeys, Alerts, etc.) in ServiceBell based off of your HubSpot data. ServiceBell will sync default HubSpot properties that correlate with the ServiceBell object properties. You can view the sync'd data in the Contacts tab of the ServiceBell dashboard.
Any changes made to ServiceBell objects will be sync'd back up to HubSpot. For example if you were to configure a Journey that gathered phone numbers for contacts, that data will propagate in HubSpot as well.
Contacts can be added to HubSpot in several ways. For example when a lead is gathered through a Journey or a visitor is manually identified during a call. There are two HubSpot properties that are created when the integration is activated that track these interactions. These properties can be leveraged to create custom dashboard in HubSpot to track how ServiceBell is affecting your sales pipeline.
servicebell_created- True if a contact was created by ServiceBell
servicebell_influenced- True if the contact has interacted with the ServiceBell widget in any way.
In addition to the default mapping above you can map any custom ServiceBell property to any HubSpot property. The only condition is that the data types match (cannot map a number property to a string property for example).
Due to the nature of HubSpot's API these mappings will only propagate changes in ServiceBell up to HubSpot. Any changes made to a property in HubSpot will not be reflected in ServiceBell.
- 1.Verify the property exists in HubSpot.
- 3.Click "+ Add Property". A modal will appear where you can configure the custom ServiceBell property and map it to the HubSpot property.
There are some specially named custom properties that can be leveraged to accomplish two-way syncing between HubSpot and ServiceBell. ServiceBell is configured to track changes to properties named
servicebell_sync_[1-10]on contact, company and deal objects. In order to set up a two-way synced follow the instructions above but name the HubSpot property
There are two ways to give these special properties useful names in HubSpot.
- 1.Once you have created the property you can change the label of the property in HubSpot to something useful to your workflow. For example the property name could
servicebell_sync_1and the label could be
Date of Birth. More info on editing properties can be found here.
- 2.If you are attempting you sync an existing property you can set up a HubSpot workflow that duplicates the values of
servicebell_sync_1and the property that already exists. More info on workflows for copying properties can be found here.
Whenever a ServiceBell call is made with a visitor that has been identified and exists in HubSpot the call is logged in HubSpot. The logged calls will appear in the Contact's activity feed in HubSpot. The outcome of the call is noted and a link to the recording of the if it exists.
If the event that a known visitor requests a ServiceBell call and no one picks up a call task will be created in HubSpot. These tasks will be seen in the overall list of tasks for the HubSpot organization as well as in the activity feed for the Contact.
After completing a chat session with a visitor the transcript will be added to the HubSpot contact's activity feed.