This guide is about the native Hubspot integration in Superchat. If you would like to connect Hubspot to Superchat via Zapier, click here.
The integration of Superchat and HubSpot allows you to optimise your communication and CRM processes. Follow these steps to connect the two services.
Before you start
Make sure you have Administrator rights in Superchat, as well as the following user permissions in your HubSpot account:
App Marketplace access
Communicate records they own
Otherwise you will not be able to complete the connection process.
Step 1: Go to the integration settings in Superchat
Select Settings → Integrations → Explore Integrations then find HubSpot and click Add.
In the ensuing window, click Add, where you will be directed to the HubSpot login page.
After that, follow the flow to log in, including entering your 6-digit authentication code (should you have one) from whichever authentication app you have linked with your HubSpot account.
Then simply select the Superchat account you would like to connect.
Step 4: Configure integration settings
After authorisation, you'll be redirected back to Superchat. In Integrations, select Connected integrations, where you should now be able to see any existing integrations. Select Settings in your HubSpot integration and configure it to your choosing.
Troubleshooting
Troubleshooting
If you encounter problems during the integration process, consider the following tips:
Make sure you have administrator rights in both Superchat and HubSpot.
Check if you have a stable internet connection.
Verify your login credentials for both services. If you experience further issues, please refer to HubSpot's support documentation or contact HubSpot support or us.
FAQ
FAQ
How does contact synchronisation between Superchat and HubSpot work?
Contact synchronisation between Superchat and HubSpot only updates information for contacts that already exist in both systems. The native integration does not create new contacts in either Superchat or HubSpot. If a contact does not already exist in one of the two systems, it will not be created automatically during synchronisation.
If you require a more comprehensive contact synchronisation setup (for example, automatically creating contacts in both systems), you can implement this using Zapier to build a custom workflow between Superchat and HubSpot.