Integration with Hubspot

This support article provides a detailed guide on how to integrate CloudAgent with HubSpot seamlessly. To get started, follow these instructions:

1. Enable HubSpot Integration: In the Admin portal's Integrations page, toggle the HubSpot card. This will redirect you to the HubSpot portal.

   

2. Sign In or Create Account: Log in to your HubSpot account or create a new one.

   

   1. Select your account

      

      
      

   2. Click on "Connect App"

      
      

3. Return to Admin Portal: Once connected, you'll be redirected back to the Admin portal.

4. Integration Successful: The HubSpot integration is now enabled.

5. Map Agents: After enabling, click on the HubSpot card to access the agent mapping screen. Here, you can map your agent to the HubSpot app.

6. Edit Agent Mapping: Each agent will have an "Edit" button next to their name. Click on it to modify the agent’s mapping.

   
   

7. Single Agent per HubSpot App: Only one agent can be mapped to a HubSpot app at a time. To reassign the app to another agent, deselect the currently mapped agent and assign a new one.

   
   

8. Return to Integrations Screen: Click "Disconnect" to return to the Integrations screen.

   

9. Disable Integration: To revoke the HubSpot integration, simply toggle the HubSpot card again.

Watch the video for a visual walkthrough of this feature: