In this article, we will review the steps required to integrate your HubSpot account with Archie. Before starting these steps, you must have already created an account in HubSpot.
The goal of this integration is only to import HubSpot clients in Archie when they reach a specific stage in your deal pipeline.
Step 1. Integrating your HubSpot account with Archie
Go to "Settings / Integrations / App marketplace"
Locate the HubSpot app and click "View Integration"
Click "Connect HubSpot account"
Enter your HubSpot credentials and Log in
Note: If you already logged into your HubSpot account from the same browser that you are using for Archie, you will be taken directly to the "Account selection" step
Select your account and click Choose Account
Click Connect app
You will be redirected back to the home page
Archie tip: If you have more than one location, you will need to do this step for each of your locations
Step 2. Set your HubSpot app in Archie
Adding a contact location identifier
Go to "Settings / Integrations / App marketplace"
Locate the HubSpot app and click "View Integration"
Click the Configuration tab
Click Select contact location
Select the Contact location Name
Select the Contact location value
Click Confirm
Archie tip: When a deal is moved to a stage that triggers a sync, Archie will sync the contact only if the "Contact location name" and the "Contact location value" selected is set on the contact in HubSpot. If the identifier does not match, Archie won’t sync the contact.
Adding a stage
Still under the configuration tab, click Add stage
Select the pipeline desired (this list comes from your HubSpot account)
Select the stage that you want to use to import the contact to Archie
Click Confirm
Archie tip: When a client is moved in HubSpot to the stage listed in your configuration and has the location identifier that matches, the account will be automatically added in Archie.
Archie tip 2: When importing the contact linked to the HubSpot deal in Archie, Archie will retrieve:
Company
Email
First name
Last name
Phone
Address
City
Country
State
Zip
Language
Also, if the HubSpot contact is linked to a company, Archie will retrieve the list below, and will link the user as manager for this company.
Company name
Address
City
Country
State
Zip
Step 3. Reviewing your accounts linked
On the homepage, go to Accounts / Personal, locate the account linked, click the 3 dots button, and click open
The accounts will be initially marked as prospect, click the Actions and select:
Resend invite: To send the onboarding email to the client which can be used to create the password to access Archie
Mark as client: To move the status of the account from prospect to regular client
On the General tab, Click the HubSpot link under the contact's email to access the profile in HubSpot
Step 4. Manually linking an Account in Archie with an account in HubSpot
On the homepage, go to Accounts / Personal, locate the account desired, click the 3 dots button, and click open
On the General tab, Click the Connect CRM account link located under the contact's email
Select the account to connect
Click Confirm