Integrating Hubspot CRM with Mindmatrix AMP - Powered by Kayako Help Desk Software
Search for articles: To find answers to your questions, enter topics into the search bar below. For example, type: "How do I share contacts?" or "Notifications".


Knowledgebase
Integrating Hubspot CRM with Mindmatrix AMP
Posted by The Team at Mindmatrix on 25 October 2016 01:53 PM

 

CRM Integration

Integration with some CRMs exist to support bidirectional sync Contacts

 

This document details how to complete a Hubspot integration with the Mindmatrix AMP Platform. The document is split into 2 parts, Part 1: Integration, and Part 2: Pushing Contacts. Both are required to complete the integration process.

 

Part 1: Integration

 

1. To integrate Hubspot CRM with your AMP account, click on select “CRM and Add-ons” from the Set-up tab within Mindmatrix AMP.

 

2. Click on "Configure"

 

3. Enter the Hubspot User API Key and the Hubspot Base Domain.

 

4. Select a role for the contacts you wish to be auto-synced from Hubspot CRM to AMP. Then Click on "Next". We recommend choosing ALL contacts.

 

5. Map the fields, Hubspot only utilizes Contact Section, however in AMP you will need to map Last name and Email address under the lead tab (even though it is not used). After that, go to Contact tab and map fields for contact data. 

 

6. Select the time interval that the sync should process. We recommend anything 1 hour or more. Once done, click on “Next”.

 

7. Congrats! Mindmatrix AMP has now been integrated with your Hubspot CRM account. If you wanted to terminate this integration at some point, just click on "Deactivate" to disconnect AMP from your CRM.

 

Part 2: Pushing Contacts

Contacts from Mindmatrix AMP can be pushed to Hubspot CRM manually or automatically, based on their interest level.

 

1. To push a contact manually to Hubspot CRM, select "Contacts" from the "Connections" tab.

2. Select a contact and visit the reports section

 

3. Click on "Push to CRM".

 

 

Learn about Mindmatrix Automatic CRM push setting

 

The contacts pushed from Mindmatrix AMP will appear under the "Contact" section in Hubspot.

Interested in learning more about Mindmatrix software? Join our email list to get the latest software release notes, videos and how-to articles.


Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).