HubSpot

Overview

HubSpot is your central hub for managing customer relationships, from initial contact to loyal customer. By integrating Threadly, you can harness the power of your HubSpot data to streamline communication and improve efficiency.

Key benefits of the integration:

• Dynamic Channel Groups: Create targeted groups containing Slack channels based on specific HubSpot criteria, ensuring you can send super targeted messaging.

• [COMING SOON] HubSpot Activity Tracking: Automatically log Slack interactions as activities or engagements within HubSpot for a complete customer view.

• [COMING SOON] Personalized Messaging: Utilize HubSpot data to create tailored messages within Slack, enhancing customer interactions.

How it Works

Threadly's powerful filtering capabilities work with any object in HubSpot (i.e. Companies, Deals) that contains a Slack Channel ID field. Here's how it works:

1. First, Threadly connects to your records and looks for a field containing the Slack Channel ID. This ID is the unique identifier that links your data to specific Slack channels.

2. Once connected, you can use any data field in those records to create targeted groups. Let's say your records contain information like:

   • Company name

   • Monthly Recurring Revenue (MRR)

   • Industry type

   • Account status

   • Slack Channel ID

3. You can then apply filters based on any of these fields. For instance, you might want to:

   • Find all channels for companies with MRR above $300

   • Identify channels for companies where their "Partner Type" is "Agency"

   • Create a group of channels for accounts that need renewal

     
4. After applying your filters, Threadly automatically creates a group containing just those specific Slack channels, allowing you to send targeted messages to exactly the right audience.

Setup

To connect HubSpot, you will be using a Private App inside of your HubSpot instance. Here's how to create one:

From your HubSpot account, click the settings icon in the main navigation bar. On the left sidebar menu, click Integrations and then Private Apps. Then, click Create private app.

1. Name your app. We'd suggest something to indicate this is your Threadly connector.

1. Click Scopes on the top navigation bar

1. In order for Threadly to query HubSpot based off of your inputted filters, we need:

   1. crm.objects.companies [read and write]

   2. crm.objects.contacts [read and write]

   3. crm.objects.deals [read and write]

   4. Any other object that you want to search from [read and write]

1. Click Create app

1. Copy your private access token

Remember, your private access token is the key to your HubSpot instance!

Now, head to Threadly (in Slack) > Settings > Integrations.

Click Manage next to HubSpot. You'll be directed to HubSpot's page inside the Threadly app. Click the button at the top right to Enter Access Token from HubSpot.

Once you've entered your Access Token, there's one final step to ensure Threadly identifies the right field that holds your Slack channels. Click Manage to enter the object your Slack data is stored on, along with the internal/API name of the field.

For example:

Object: companies

Field: slack_channel_id

FAQ:

How frequently does Threadly sync with HubSpot?

Threadly does not store or sync your HubSpot data. When you attempt to create a conversation group or use the grouping assistant, Threadly will query HubSpot for the relevant data. At no point is your data stored in Threadly.

Do I need to map each new channel to a HubSpot record?

Thready can prompt you and handle attaching new channels to HubSpot records with the Channel Grouping Assistant.

How can I mass-attach existing channels to their HubSpot records?

Our team is happy to help. Please reach out to [e-mail].