All articles have been moved to https://support.reachdesk.com. Please find this article in https://support.reachdesk.com/hc/en-gb/search?utf8=%E2%9C%93&query=Hubspot%20Integration%20.
Connecting Hubspot with Reachdesk takes one simple click. Once in the Reachdesk platform, navigate to Settings > Integrations > Hubspot. Hit 'Link Hubspot Account', you'll be taken through to Hubspot to login and then back to Reachdesk, where the connection will now have been made.
A note on permissions
Users need to have the following permissions in order to connect successfully:
CRM object access > Contacts & Companies > for view, edit and delete, this should be everything, or owned only.
CRM tools > 'edit property settings' turned on
Settings > 'App Marketplace Access' turned on
CRM tools 'edit property settings' on
CRM object access > I think owned only permissions for BDRs (view/edit/delete)
Account tab > App Marketplace Access on
After the successful connection (for each user), the Reachdesk platform pushes a custom event to the Contact’s activity feed for each direct mail send and then updates that activity accordingly (based on the send's Status):
Please note: Reachdesk pushes ONE event for each gift send to help stay on top of things. So the ”Status” in the event will update accordingly (and no new event will be created), the respective date noted in the “Status Updated” date field.
Using Reachdesk in Hubspot
There are two main ways that you can use Reachdesk in Hubspot. The video below demonstrates both methods, they are:
Using the Hubspot Plugin: simply find a contact that you want to send your Reachdesk campaign to, hit the Reachdesk plugin in your extensions (top right hand corner of your browser), and follow the prompts to send your campaign.
Using as part of a workflow: you can send a Reachdesk campaign based off of any trigger in Hubspot. Simply select your enrolment criteria, choose 'Trigger Webhook', grab the webhook generated within your Reachdesk campaign (under Campaign Trigger - connector needs to be Hubspot), paste it in, and activate.