With the HubSpot app, you can easily streamline your team’s workflows and keep your Intercom leads and users synced with HubSpot. You can:
- Automatically send leads/users and their conversations to HubSpot.
- Manually create ‘Contacts’ in HubSpot from Intercom.
- Send Operator-qualified leads to HubSpot automatically.
- Trigger ‘workflows’ in HubSpot using your leads’ Intercom conversations.
- Keep your HubSpot contacts updated with their latest Intercom details (name, email, phone and more).
- View your lead’s HubSpot profile beside their conversation in Intercom.
- Check your lead’s Intercom conversation history in HubSpot
Note: When you send a lead from Intercom to HubSpot, they’ll be created as a ‘contact’ in HubSpot.
Here’s how to get started:
First, install the HubSpot app
To install the HubSpot app, go to the app store and click the HubSpot app:
Note: The Hubspot app is available on any Essential or Pro plan.
Then, click ‘Install now’:
Next, you’ll be prompted to connect your HubSpot account to Intercom:
Note: You must have admin access in HubSpot to connect with Intercom.
With the HubSpot app installed, you should add it to your Inbox for a quick view of contact details in HubSpot for a lead or user:
- Company Name
- Lifecycle Stage
- Lead Status
Once connected, you can now choose to send your leads and their conversations to HubSpot in one of two ways:
- Automatically - Automatically send new lntercom leads and their conversations to HubSpot.
- Manually - Send a lead to HubSpot.
Automatically create contacts in HubSpot
It’s easy to automatically create contacts in HubSpot for all of your Intercom leads.
Just open the HubSpot app in the app store and enable ‘Automatic contact creation’ under ‘Settings’:
Now, every lead and user with an email address will be created as a contact in HubSpot.
Note: Only leads and users created after you’ve installed the HubSpot app will be automatically created in HubSpot. If you’d like to sync leads from before the app installation, export them from Intercom and import them to HubSpot. The Hubspot app will sync your leads' name, email and phone number.
Automatically send conversations to HubSpot
After a HubSpot contact is created, your leads' and users' conversation transcripts will also automatically appear as activities in HubSpot. We send Intercom conversations to HubSpot when they are started or closed.
Note: Only conversations that were created after you connected the Hubspot app to Intercom, and that have an end user reply, will be sent to HubSpot.
Manually create contacts in HubSpot with a single click
It’s easy to create a contact in HubSpot while you chat to a customer. Just click ‘Create contact’ in the HubSpot app in the Inbox, next to the conversation:
Your customer will be created as a contact in HubSpot. You can easily check their HubSpot owner and lifecycle stage while you chat to them:
Your leads' and users' conversation transcripts will also automatically appear as activities in HubSpot.
Note: To view Intercom conversations in HubSpot, ensure you have Intercom switched on in your activity filters:
Here are some ways to nurture leads faster with the HubSpot app:
Send qualified leads to HubSpot automatically
If you use Operator’s ‘Qualify leads’ skill to qualify your leads, you can automatically create 'contacts’ in HubSpot as a follow-up action.
For example, if a lead provides you with their company name, company size and email address, you could automatically create those leads in HubSpot:
Sync your leads' details
If you update your lead’s qualification details in Intercom, they'll automatically update in HubSpot.
The following qualification attributes are updated automatically:
- Email address
- Phone number
- First name and last name
- Company Name
You can also map other qualification attributes from Intercom to HubSpot. Just open the HubSpot app in the app store, and choose a HubSpot contact attribute for each of your qualification attributes in Intercom under “Map data sent to HubSpot”:
Important: This sync only works when you update details in Intercom. If you update a lead’s email address in HubSpot, it will disconnect the lead in Intercom. If you update a lead’s email address in Intercom, it will create a new HubSpot contact.
Sync Intercom lead owners with HubSpot
When a contact is created in HubSpot, their Intercom owner is set as the HubSpot owner if they exist in HubSpot. If there’s no owner in Intercom and you manually create the lead from your inbox, you’ll be set as the contact owner in HubSpot.
Trigger workflows in HubSpot using Intercom conversations
You can use any part of an Intercom conversation to trigger an action in a HubSpot workflow.
When creating a ‘trigger’ in your workflow, just select ‘Intercom conversation property’:
You can use any part of the Intercom conversation as your trigger, including:
- The date it occurred
- Keywords contained in the conversation’s transcript
- The conversation’s URL
For example, you might have a workflow to automatically nurture new leads who are interested in pricing. You can automatically add new lead conversations from Intercom to this workflow, that mention ‘pricing’ or ‘monthly plans’:
Set Intercom as a conversion point in HubSpot
By giving Intercom permission to access the HubSpot tracking cookie, you can enrich customers in HubSpot with Intercom as a conversion point. Just open the HubSpot app in the app store and check the box to “Allow Intercom to access the HubSpot tracking cookie”:
You’ll then see Intercom actions in HubSpot under the contact’s activity:
Note: If the lead has DNT (Do not track) enabled in their browser, they’ll still be created in HubSpot, but without details provided by the tracking cookie
How do I uninstall the HubSpot app?
If you need to uninstall the HubSpot app at any time, just go to the app store, click on the HubSpot app, and click 'Uninstall':
Here are more ways to close deals faster in Intercom: