Connecting Hubspot with your Trengo inbox allows you to:
- sends leads directly from Trengo to Hubspot. That way you'll never miss an opportunity to close a deal.
- view Hubspot data in your Trengo inbox, giving you all the information and context you need during your conversations.
- add notes to leads in Hubspot, so your team always has a complete picture of every customer.
To integrate your Trengo inbox with Hubspot you need an admin account and then:
- Go to your navigation panel >settings >settings >Apps & Integrations.
- Click on 'Apps' and then on the green + sign.
- Next, name your new integration and select 'Hubspot' as the app-type.
- Click on save.
- To activate the integration, open a conversation, and then the right sidebar to sign in to HubSpot. (💡You don't need to be an account admin for this step)
6. Final step, click on 'Connect app' and you're ready to go 👍 To view the additional information in your Trengo inbox, simply open a conversation and it's right sidebar.