Using HubSpot CRM to keep track, save contacts, nurture potential customers, and convert more leads into sales, HubSpot CRM will help improve service quality and increase customer loyalty.
This tutorial will help you connect BotStar and HubSpot CRM:
Here's a diagram of BotStar and HubSpot CRM integrations:
The diagram shows how integration apps work when integrating BotStar and CRM systems (Customer Relationship Management). As shown in the diagram above, when a BotStar bot receives user input:
Zapier can create automation between apps by using Triggers and Actions. The trigger is the event in an app that starts the Zap. Action is the event that completes a Zap.
Integromat works by linking together your BotStar App and HubSpot CRM by their corresponding modules to create a scenario that will transfer and transform your data automatically for you. Every time a trigger runs or an action performs a task, it is considered one operation.
BotStar application currently supports these following Triggers: New Checkpoint Record, New Subscriber, Updated User Attribute, New Request for Human Takeover, New Tag on User.
For more information, please see Zapier and Integromat before continuing this tutorial. In just a few minutes and without coding, Zapier and Integromat support you to integrate BotStar and HubSpot CRM easily.
Note: This tutorial assumes that you already have BotStar account, Zapier account, Integromat account, and HubSpot CRM account.
Set up Checkpoint in BotStar
In this tutorial, we will guide you step-by-step on how to transfer Checkpoint data from your BotStar chatbot to HubSpot CRM. We will use prebuilt Zap Template: Add HubSpot CRM deals from the new BotStar Checkpoint record.
The idea is to collect data about a deal submitted by your users to Checkpoint records, before transferring automatically to HubSpot CRM.
Here is the flow that we are gonna use to collect our checkpoint data:
Note: Learn more about Checkpoint before continuing on this tutorial.
Connect to Zapier
This tutorial will guide you to use prebuilt Zap Template: Add HubSpot CRM deals from the new BotStar Checkpoint record. Zap Templates are the fastest way for you to automate workflows.
After completing the connection between your chatbot and HubSpot CRM. Now you can chat with the bot and let the conversation run through the flow using Checkpoint to test the integration. This is a conversation between the bot and user:
Here is list of deals in HubSpot CRM when using Save Checkpoint to create deals.
Setting up the integration
Step 1: Go to
Bot Builder >
Integrations in your Bot and enable Zapier. Then choose a Zap Template Add HubSpot CRM deals from new BotStar Checkpoint record and click Use this Zap.
Step 2: Click Add a new account to create a new one (If you don't have any existing chatbot) . All your bots will show up here, choose one of your chatbots and click Connect. You can also select from an existing account.
After connecting with the bot, click Continue.
Step 3: Set up “Environment”. There are two types of Environment you can choose:
- Live: Data generated by real users from live platforms.
- Test: Data generated via local testing (Preview)) on BotStar.
Then select the Checkpoint you want this trigger to work. For example, select Checkpoint Coffee (You need at least one checkpoint in BotStar App to select from Zapier).
Step 4: Click Test Trigger.
Choose a sample to finish Trigger settings.
Step 5: Select HubSpot CRM Action Create Deal and click Continue.
Step 6: Choose HubSpot CRM account. Then click Continue.
Step 7: Match the sample information from Checkpoint corresponding to your choice.
Step 8: After setting up the template for HubSpot CRM, the application requests you the final test. The successful test will be shown as below.
Step 9: Turn on your Zap. So that it will run automatically from now until you turn it OFF.
Congratulations! Finally, you completed the integration between your chatbot and HubSpot CRM application. Now, you can test the success of integration by chatting with a bot and see the result of successful integration. Also, you can edit the steps or change specific details at any time by finding all of your Zaps on your My Apps page.
Connect to Integromat
In this tutorial, we will guide you step-by-step to integrate your chatbot with HubSpot CRM through the Integromat application by using Save to Checkpoint action to create a deal.
After completing the connection between your chatbot and HubSpot CRM application. Now you can chat with the bot and let the conversation run through the flow using Checkpoint to create a deal and test the integration.
The result should look like this:
Setting up the integration
Step 1: Log in into Integromat, click on Create a new scenario.
Then type in Webhooks on the search bar and click Continue at the top right.
Step 2: Select a Webhook type, choose Custom Webhook. When this webhook gets triggered, this scenario will start.
Step 3: Click on the Add button to create a new webhook.
When you click save, copy the link that Integromat generates. At the same time, Integromat will wait for data that you send to a created link to structure data to identify the fields.
Step 4: Go to BotStar App, go to
Bot Builder >
Integrations > Paste the link that Integromat generates in step 3.
After that, select an event type you want to receive data and paste the link from Webhook into Endpoint, then save it.
Step 5: Press "Preview" to test your bot so Integromat can understand the data structure from BotStar.
Step 6: Go back to Integromat, you will see that the data structure is successfully determined as shown below.
Step 7: In the Integromat, find and select HubSpot CRM as the next app to save data from BotStar. Click Add another module and find HubSpot CRM.
Then select the action type. To create a deal, choose to Create a record.
Step 8: Select the data fields corresponding to the columns in the HubSpot CRM so that the data return correctly with the selected order.
Step 9: To handle the error data and help the flow avoid interruption while running, right-click on the HubSpot CRM application and select Add error handler.
Then select Directives as Ignore so that Integromat will ignore the error data while receiving.
Step 10: Here is an overview of a scenario in Integromat extracting data from BotStar to HubSpot CRM via Integromat as the picture below. Click on the Save button, then click on the Run once button in the left corner to test data before activating this scenario.
Step 11: After completing the above steps, enable Scheduling and select Immediately to trigger the scenario and extract data from BotStar to HubSpot CRM immediately.
Done! Now you can chat with the bot to test the integration and see the result of successful integration.