When an administrator has created a new integration with Hubspot within the Trengo account, the system is ready to display information from Hubspot in Trengo. Super convenient, because that way all information concerning a customer (such as contact information, notes and deals) can be found in one single app. In fact, while working Trengo it is possible to create a new deal or contact in Hubspot.
Log in first, then share
Important: in order to make use of the integration, it is necessary to login in Hubspot, via Trengo . This is done by following these steps:
- In the conversation, navigate to the right side of the screen, to switch from the contact overview to the Hubspot integration.
- Click on the "Sign in" button.
- Log in with your own Hubspot account.
What kind of information is shown in Trengo?
As soon as logging in to Hubspot is completed, Hubspot and Trengo will communicate directly with each other. Connections between the two programs are based on e-mail addresses and telephone numbers. Based on this connection, all the contact information logged in Hubspot will be shown in Trengo. Besides it is possible to read or add notes and deals to a contact.