This plugin is available in Crisp Unlimited. The Crisp ↔️ Hubspot plugin allows a two way contact synchronization as well as the possibility to view and create deals associated to a contact directly from Crisp. Additionally, it is possible to see which Hubspot lists a contact is part of.

Contents

• Connecting Hubspot to Crisp
• How does the plugin work?
• Import my previous contacts

Connecting Hubspot to Crisp

1. Initiate the plugin installation here and select a Crisp workspace to install the Hubspot plugin on.
2. Click on Connect to Hubspot to be redirected to Hubspot.
3. Select which Hubspot account to connect Crisp to (If you have more than one Hubspot account).
4. Finally, click Connect App and you should be redirected back to Crisp.
5. (Optional) - Configure the plugin settings, to prevent whether or not Crisp operators with "Member" permissions can add/remove customers to lists, create deals and more!

The plugin is now connected and ready to use!

How does the plugin work?

Contact Synchronization

All the new contacts that you add on Hubspot are directly added to Crisp. If you update a contact in Hubspot, it's also updated in Crisp. As the plugin is dual-sync, it works the same on Crisp's side. When a new contact is added to Crisp, it's automatically added to Hubspot. Any modification you do on Crisp is reflected on Hubspot too. It is also possible to use the plugin as a one way sync from Crisp to Hubspot or visa-versa, all you need to do is disable the contact sync in the plugin settings.

Create a new contact in Hubspot and the contact will instantly be added to Crisp's CRM:

What contact data is synced?

**From Crisp to Hubspot: **

• Email - The email of the Crisp contact is synced to an existing Hubspot contact. If there is no Hubspot contact, a new one is created.
• Name - The name will be split into a first and last name in Hubspot. If the Crisp has more than 3 name (eg. John Patrick Doe) it will all secondary names will be saved as the last name. (eg. First name: John, Last name: Patrick Doe)
• **Website: ** - The contacts website.
• Phone - The contact phone number.
• Address - The contacts address.
• Gender - The contacts gender.
• Job title - The contacts job title.
• Company - The company the contact is part of.

**From Hubspot to Crisp: **

• Email - The email of the Crisp contact is synced to an existing Crisp contact. If there is no Crisp contact, a new one is created.
• First name - The first name of the contact is saved as the Crisp name.
• Last name - If the contact has a last name, it is appended to the Name on Crisp.
• Hubspot Segment - A hubspot segment is added to the contact only when a new contact is added from Hubspot to Crisp.
• **Website: ** - The contacts website.
• Phone - The contact phone number.
• Address - The contacts address.
• **City: ** - The city is appended to the contacts address on Crisp.
• Zip code - The zip code is appended to the contacts address on Crisp.
• State - The state is appended to the contacts address on Crisp.
• ** Custom fields ** - Custom fields configured from the plugin settings in Crisp are all saved as custom data on the Crisp contact.

Hubspot Widget

The Hubspot widget allows your Crisp operators to view all Deals and List Memberships of a contact with direct links to the contacts Hubspot profile, a specific deal or even a list. A deals priority or stage can be quickly updated and a contact can also be easily removed from a Hubspot list:

The integration also allows you to create a deal, or add a contact to a static list too:

Import my previous contacts

You may want to add your previous contacts in Crisp. In order to do that, you have to download your contact list in Hubspot as a CSV.

• Click Table Actions then Export View

• Then navigate to Crisp > Contacts > Import the CSV to Crisp:

Troubleshooting

In that case, just contact our team, we'll be happy to solve your issue.

Updated on: 30/07/2024