Setting up integration with HubSpot takes two steps:
Adding integration
Setting up a rule to automatically send mentions to the integration.
How to set up an integration with HubSpot
In the topic where you want to set up the integration, go to "Settings" and select "Integrations."
Select the HubSpot integration
Click "Authorize HubSpot"
A window for authorization will open in a separate tab.
Click "Choose Account"
5. Then click "Connect app"
✅ Done! You can now create tickets in HubSpot directly from YouScan.
Send mentions manually or create a rule to automate the sending.
Set up an automation rule for sending mentions to HubSpot
You can use Rules to create a conditional statement to send mentions to a different tool automatically.
To create a new rule:
Open mentions stream.
Select necessary filters.
Select all mentions.
Click a magic wand button to create a rule.
In the rule creation window, select Send to integrated service
Pick your HubSpot integration.
After setting up the rule, all new mentions that satisfy the conditional statement will be automatically sent to HubSpot.
You can also send ALL new mentions to HubSpot. To do this, select all mentions without a filter and create a rule.
How to manually send mentions to an integration
To send a mention to HubSpot, click the "Share" button and select the desired integration.
This is how the ticket will look in HubSpot.
If there are any questions left, welcome to our chat 👋