Prerequisite

With Heymarket's HubSpot integration, you can send or receive texts within the HubSpot interface and incorporate texting into HubSpot workflows. To set up this integration, you must have a paid Heymarket Team and shared inbox.

NOTE: Heymarket's HubSpot integration is supported in North America only at this time.

Integrating the Apps

1. Sign into Heymarket

Go to https://app.heymarket.com/account/login to log in or click here.
Provide your user email and password to log in:

After logging in to the Heymarket app, you need to integrate it with HubSpot.
Click on the Administrator tab in the bottom left of the browser:

Click on the Integrations tab to connect the apps:

2. Setup

Scroll down to the bottom of the page until you find the HubSpot Integration section.
Click on the Setup link to start the authentication process:

When you click on the setup link, it will redirect you to authenticate Heymarket from your HubSpot account.
You will be asked to choose the HubSpot account that you want to connect to Heymarket:

3. Grant Access

After you choose your HubSpot account, the Heymarket app will ask you to grant certain permissions. These permissions will allow Heymarket to work seamlessly in your HubSpot account:

After you click on Grant access, the system will take a few seconds to redirect you to Heymarket.

4. Check Installation

You can check whether your HubSpot app is connected to Heymarket in the Administration > Integrations page. If you see a Manage link, your two apps have been connected successfully:

Congratulations! You have successfully connected your HubSpot account with Heymarket.

Configuration and Overview

1. Configuration & Details

After the initial setup process, you can configure your integration, creating workflows that streamline your team’s operations. When you click Manage on the HubSpot integration page (in the Heymarket web app) you will be sent to a configuration screen.
Click on Manage:

Let’s walk through the configuration settings one by one:
1. User
  - The email linked to the person who installed the integration will be shown here.
2. HubSpot Domain
  - The domain of the connected HubSpot instance will be shown here.
3. Last Sync Date
  - The last time data was synced with your HubSpot account
4. Timeline Events
  - The timeline events that are sent into HubSpot can be controlled from here. You can choose if you want to enable or disable the timeline events.
5. Mobile Phone Property
  - Our integration supports two phone number properties from HubSpot. You can choose the option most suitable for your business.
  - Let’s explore the phone options in detail:
    - Phone Number means that our app will look for the Phone property in HubSpot to perform any operations on contact-related phone numbers.
    - Mobile Phone Number means that our app will look for the Mobile Phone property in HubSpot to perform any operations on contact-related phone numbers.
    - Phone Number, Mobile Phone Number means that our app will first look for the Phone Number property in HubSpot. If it’s not available, then Heymarket will look for the Mobile Phone property within itself.
    - Mobile Phone Number, Phone Number means that our app will look for the Mobile Phone Number property first in HubSpot. If it’s not available, then it will look for the Phone Number property within itself.
6. Create New Contacts in HubSpot
  - The contact will be created from Heymarket and synced to HubSpot. You can control this feature by enabling or disabling it from this window.
7. Contact Owners
  1. Enabling this option will Sync Contact Owners in HubSpot with Contact Owners in Heymarket.
8. HubSpot to Heymarket Sync
  1. Syncing of contacts from HubSpot to Heymarket can be controlled from here. You can choose if you want to enable/disable the contact sync from HubSpot to Heymarket
9. Heymarket to Hubspot Sync
  1. Syncing of contacts from Heymarket to HubSpot can be controlled from here. You can choose if you want to enable/disable the contact sync from Heymarket to HubSpot
10. Disable button
  - If you wish to disable the integration and remove it from Heymarket, then you can click on this link.

2. User Mapping

This feature will allow you to treat a particular HubSpot user as an inbox (Heymarket phone number) in Heymarket. You can map a particular user from HubSpot to an inbox, then send a message as a contact owner by using automations or workflows:

3. Contact Field Mapping

This feature will allow you to map the properties of HubSpot to Heymarket custom fields. The mapped properties will sync all the values between HubSpot and Heymarket contacts:

Creating custom fields

If you can't find a custom field to map, you can create it on the go.

Just type the name of the custom field you want to create, then select the Create Field option from the drop-down menu. It will create the custom field.

4. Contact Sync

Heymarket will sync your contacts between Heymarket and HubSpot (Bi-directional sync). You will need to configure the contact field mapping before you sync your contacts.
If the HubSpot contact has a phone number in it, then it will be created within Heymarket and vice-versa. Phone numbers are required in HubSpot in order for a contact to sync with Heymarket.
If a HubSpot contact has a phone number without a country code (1 for the US), Heymarket will try to update those contact's phone numbers by adding 1 in front of them. Please make sure that you should have all the workflow disabled which are working on contact updates because it may trigger changes due to the Heymarket sync process.
Click on the Synchronize button to complete the setup.

Note: Record deletion is currently not supported in the integration. If you delete the records from Heymarket or HubSpot then please make sure to delete it from the other side as well. Otherwise, if you do the Synchronize manually from the HubSpot Configuration page then it will sync the old deleted records from either side.

5. Chats

Contacts

When a contact has a phone number in it, then you can send messages to that contact using the Heymarket chat widget.
To start a conversation with contact or send them a message, go to the contact:

Click on any contact that includes a phone number, and you will land on the contact details page:

On the right pane, there is a new tile called Chat.
This tile is provided by the Heymarket App. It allows you to communicate with a contact using the Heymarket chat widget.
Click on the Chats button. A modal containing the conversation window with the contact will open. Send messages right away or schedule them. You can include attachments, templates, emojis, and more:

Now you can use this chat widget to send an SMS to contact.

Deals

When a deal includes contacts associated with it, then you can send messages with the Heymarket chat widget.

To start a conversation with associated contacts in a deal just navigate to the deal.

When you click on deal which includes valid contacts, you will land on deal details page

On the right pane, there is a new tile called “Chat”.

This tile is provided by the “Heymarket App” for communicating with the contacts associated with the deal using the “Heymarket chat widget”.

In the chat widget you will find a list of all valid associated contacts, just click on Actions Dropdown and select the Chat button to start communicating with the contact of your choice.

Now you can use this chat widget to send an SMS to contact.

Tickets

When a ticket includes contacts associated with it, then you can send messages with the Heymarket chat widget.

To start a conversation with associated contacts in a ticket just navigate to the ticket.

When you click on the ticket which includes valid contacts, you will land on ticket details page

On the right pane, there is a new tile called “Chat”.

This tile is provided by the “Heymarket App” for communicating with the contacts associated with tickets using the “Heymarket chat widget”.

In the chat widget you will find a list of all valid associated contacts, just click on Actions Dropdown and select the Chat button to start communicating with the contact of your choice.

Now you can use this chat widget to send an SMS to contact.

Companies

In a company, we can have two types of contacts i.e One is the company’s own contact and another is contacts associated with the company. Heymarket chat widget supports sending messages to both types of contacts.
If a company includes a valid contact or associated contacts then navigate to the companies menu and select the company

On the right pane, there is a new tile called “Chat”.

This tile is provided by the “Heymarket App” for communicating with the contacts associated with the company using the “Heymarket chat widget”.

Now for sending SMS on direct company Owned contact you can click on the Chat button at the bottom of the Heymarket Chat Widget.

If you want to send messages to any of the company-associated contacts just click on the Actions dropdown and select Chat Option.

Now you can use this chat widget to send an SMS to contact.

6. Chats History

You can send messages to contacts using the chat widget:

When you send these messages to a contact you will be able to see the last 5 recent messages on the right side of the detail page:

Timeline

You can send and receive messages to or from contacts. Whichever action you take, the Heymarket system will create events that show in the contact timelines.
You can see the messages in the timeline below:

NOTE: Timeline events will only start to show after Heymarket and HubSpot complete their initial sync.

Setup Timeline data to use in Flow

Setting up the Timeline property data into Hubspot will allow you to use the properties and date of the Timeline in Workflow. This will allow you to leverage the Heymarket Message event triggers in Workflow to perform automation. Follow the below steps to set up the Timeline properties in the Contact object:

Click on the Setting icon

Select the Contact properties as shown below

Screen_Shot_2021-06-30_at_9.50.03_PM.png

This will show you all the standard and custom properties of the Contact Object.

After clicking on the Create Property, fill in all the details of the property using the table below.
Put the Label Name in the appropriate field.
.

S.No.	Label Name	Internal Name	Property Type
1.	Heymarket Message ID	hm_message_id	Single-line Text
2.	Heymarket Message	hm_message	Multi-line Text
3.	Heymarket Inbox Name	hm_inbox_name	Single-line Text
4.	Heymarket Inbox Number	hm_inbox_number	Single-line Text
5.	Heymarket Contact Name	hm_name	Single-line Text
6.	Heymarket User Name	hm_user	Single-line Text

Create all six Properties on the contact object.

Now after every time when a new Timeline creates in Heymarket, all the Timeline properties values will reflect on the new Custom Properties of the Contact which we just have created.

Workflow

The Heymarket app includes workflow actions and message events that make it easier to send SMS to customers.
You can use them as an action in the workflow.

1. Send SMS

Here is an example of the SEND SMS action in the workflow.

Example

Go to Automation from the top navigation bar and select Workflows from the dropdown:

On the next page, click on Create workflow:

Follow these steps to create the workflow:
1. Select Start from scratch.
2. Select Contact-based.
3. Choose Start from scratch.
4. Click Next. If you do not complete this process step by step, you may create an incorrect workflow. This is the correct sequence:

Heymarket will then take you to a brand-new workflow setup page:

If you don’t see this exact screen, return to the prior step and follow the workflow setup process again.
Now, click on the button with the plus symbol:

When you click on the button with the plus symbol, a sidebar will appear with potential workflow actions.
Scroll down to the bottom until you see the Heymarket actions:

Click on the Send SMS action icon and it will show a new form that asks for the details of your message and inbox.
Fill in the form:
1. Select the phone number of the contact using merge tokens.
2. Enter the details of your message.
3. Choose the inbox from which you want to send the message:

Click on the Save button and it will save the SMS action.
Next, you have to set up a trigger to start the workflow.
Click on the Set enrollment triggers button.

It will show you a list of triggers to select.
Select Contact Properties:

Then, search for the Phone and select the Phone number from the list.

Select is known, then click on Apply Filter and Save:

Running the Workflow

After you save the workflow, you have to review it and turn it on to trigger the action based on the Enrollment Trigger you set earlier:

Click on Review to double-check your workflow:

Once you’re satisfied that the workflow is set up correctly, click Turn on. Heymarket will start the workflow and execute your preferred action.
Congrats! You have successfully configured a workflow with an SMS action. Now your contacts have received the message from your workflow.

2. Send SMS with a Template

Here is an example of the SEND SMS WITH TEMPLATE action in the workflow.

Creating a Template

You need to create a template in Heymarket before creating your workflow. You’ll use this template to send your message.
Go to the Heymarket web app and click on the icon shown in the picture:

On the top right corner of the page, click on Create Template:

After clicking on the button, a modal will pop up asking for the template details.
Fill in the template details.
You can use a merge token in the template:

You can see the template after its creation:

Now let’s use the template in Workflow Action.