Hubspot is an all-in-one marketing, sales, and customer service platform that helps businesses attract, engage, and delight customers that includes tools for website design, email marketing, social media management, lead generation, customer relationship management (CRM), and more.
By integrating Fluix and Hubspot, salespeople can save valuable time when closing deals with prospects. This is achieved by automatically populating customer data to Fluix forms based on the information that is stored in your Hubspot account. As a result, the sales process becomes more streamlined and efficient, enabling Salespeople to focus on building relationships and closing deals faster rather than manually filling out the form.
Let’s look into a real-life scenario as an example of configuring the Integration.
Your Hubspot account contains all the information about your prospects and customers. When the salesperson changes the specific field of the customer card in Hubspot, it triggers a webhook and pre-fills the pre-configured form in Fluix Taskstream. A new task is created for the salesperson in Fluix where he/she fills out the rest of the Customer Agreement form and sends it for e-signing using the Guest task in Fluix. The prospect signs the contract and the completed document is uploaded directly to Fluix or your company’s storage.
Note: Integration requires a Core account in Fluix, a Hubspot regular account, and an app in the Hubspot developer account.
Navigate to the Fluix admin portal, Taskstreams section, to create a new Taskstream. Drag and drop the Process Start event and select Third-party Tool from the list of options.
Add the Possible Valiables (property names) from your Hubspot. When the respective fields are changed in your Hubspot account, the process will be triggered automatically.
In order to configure this Integration, the next steps need to be done:
– Create a Hubspot developer account in which the app needs to be created further.
– Once the app is created, in the left sidebar menu, navigate to the Webhooks – Target URL field and enter the URL that HubSpot will make a POST request to when events trigger. It can be found in the webhook section of the Process Start event as shown on a screenshot above.
– Once done, save the changes in your Developer Hubspot account and install this app to your main Hubspot account.
Please feel free to reach out to email@example.com so we can help you with the further setup of this integration.
Drag and drop Form prefill submit action to the Taskstream chart and connect it with the User task that your team will be working on.
Click on the Form prefill element and select the External tool initiates prefill option from the list.
Add form that you would like to be pre-filled for the salesperson and click on the configuration icon to open Prefill Configurator. After that, map the fields from Hubspot with a Customer Agreement form that will be prefilled, and click the Save button.
Drag and drop the User task, connect the task with the previous action, and configure it: add the description of the task, and add the Group to whom this task will be assigned. In the Forms and Attachments section, add the form by selecting the Used in the Taskstream option. Make sure that you have added yourself to the group of users in order to test the setup later.
Drag and drop the Guest task and connect it with the User task action. Fill out the task name and the description of the task that will be displayed to the Guest and specify the due date if needed. Add the form that will be sent to the prospect by clicking “Used in this taskstream” in the Forms section and add the email address to the Recipient section by configuring the dynamic values.
When the Guest completes the task, it will be automatically pushed down the process. For example, the document can be sent to the salesperson for review, and after getting approval, it can be uploaded directly to your company’s cloud storage or any other tool, the data from it can be extracted for further analysis or the document can be simply shared by email.
In case you have any questions or difficulties with setup, contact our support at firstname.lastname@example.org and we’ll be happy to help you.
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