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HubSpot

What is HubSpot?

HubSpot is a social media marketing platform for content management, web analytics, landing pages, SEO, managing prospects and customer support. HubSpot also offers consulting services and an online marketing academy. You can use it to manage marketing with popular social media like Facebook or Twitter, or other services like Google. 

How can you use it?

There are multiple triggers and actions available in HubSpot integration for LiveAgent. Get notified about new information about companies, contacts, deals, email events, email subscription timelines, or new engagements. You can also add and adjust companies, create contacts, conversations, or associations, manage customers, and calendar tasks.

Benefits

  • Keep track of your HubSpot from one dashboard
  • Manually create or edit companies, contacts, conversations, associations and customers from LiveAgent
  • Better workflow thanks to one solution

How to integrate HubSpot with LiveAgent via Zapier

Creating two way integrations with Zapier is an easy process that can be done within minutes. Zapier connects apps via triggers and actions. A trigger in one app will activate action in the second connect app. First of all, you need to have a Zapier account. You can create one at this link. In case you already have an account, proceed to the HubSpot + LiveAgent integrations page on Zapier.

HubSpot and LiveAgent integration page on Zapier
HubSpot + LiveAgent

Scroll down on the page until you see the Connect LiveAgent + HubSpot in minutes section. This is where you can choose your trigger and your action. Pick the ones you want to connect with. As an example for this guide, we picked HubSpot trigger New Product and LiveAgent action New Conversation. Click on the blue button when you’re done selecting.

A New Product trigger in HubSpot activates a Create Conversation action in LiveAgent
New Product triggers New Conversation

You can set up your HubSpot trigger now. Log in to your HubSpot account and give the necessary permissions. When you’re done, click on continue. 

HubSpot trigger configuration options in Zapier
Trigger settings

Now it’s time to test your trigger. You can skip this step but we highly recommend you go through with it to see if the trigger works as it should. When you’re done, go to the next step.

A HubSpot trigger test on Zapier
Trigger test

Configure your LiveAgent action. In our case we had to fill out message info, such as subject, recipient and etcetera. When you’re done click the blue button. 

LiveAgent action setup on Zapier
LiveAgent action setup

Do one final test of the integration. Congratulations, you’ve successfully created a HubSpot and LiveAgent integration. 

A successful test of HubSpot and LiveAgent integration
Successfully integrated apps

Feel free to test it out. Create a new product in your HubSpot and check your LiveAgent ticketing system.  There should be a message about your new product in the universal inbox. 

Feel free to return to Zapier and create more integration functions. 

A ticket about a new product in LiveAgent ticketing system
A new ticket in LiveAgent

FAQ

What is Hubspot?

Hubspot is a marketing tool that assists companies in attracting and converting leads since 2006. 

What does HubSpot integrate with?

Hubspot integrates with multiple apps, tools, and software. One of them is LiveAgent. This integration allows you to edit contacts, customers, companies, and more from one interface.

What actions can you create by integrating Hubspot with LiveAgent?

Here is a list of possible actions: 

- Add a customer to the group

- Remove a customer from the group

- Create a conversation

- Add a new customer

If you would like to find out all possible actions, head to Zapier. 

 

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