Setting Up the HubSpot Integration

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 Slack channels based on specific HubSpot criteria, ensuring you can send super targeted messaging to your channels.

• [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.

Get Connected

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

And that's it! You've now connected HubSpot and Threadly and can begin leveraging your HubSpot data inside of Threadly.