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: Integration diagram The diagram shows how integration apps work when integrating BotStar and CRM systems (Customer Relation Management). As shown in the diagram above, when a BotStar bot receives user input:
Zapier can create automations between apps by using Triggers and Actions. Trigger is the event in an app that starts the Zap. Action is the event that complete 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 data from your BotStar chatbot to HubSpot CRM.
The idea is to collect data about a deal submitted by your users to Checkpoint records, before transferring automatically to HubSpot CRM. If you don’t know much about this feature, 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 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. Test your bot
Here is list of deals in HubSpot CRM when using Save Checkpoint to create deals List of deals
Setting up the integration
Enable Zapier in BotStar
Go to Connect > Integrations in your Bot and enable Zapier. Then choose a Zap Template you want to use and click Use this Zap.
Select BotStar Trigger New Checkpoint Record and click Continue
Link the bot
If you don't have any an existing account chatbot, click Connect an Account to create a new one. All your connected accounts will show up here, choose one of your chatbot and click Connect. You can also select from an existing account.
Next press Test button to test your connection, it will be turned into a green Success button. Then click Save + Continue
Setup BotStar Record
You will set up “Environment”. There are two types of Environment:
Live: Data generated by real users from live platforms
Test: Data generated via local testing on BotStar
Then select the Checkpoint you want this trigger to listen to. For example, select Checkpoint as Saving order (You need at least one checkpoint in BotStar App to select from Zapier).
Choose a sample to set up your Zap. Click Continue to complete Trigger settings
Select HubSpot CRM Action Create Deal and click Continue
Verify your HubSpot CRM account
Verify your HubSpot CRM account. Create a new one by click Connect an Account if you don't have any existing account.
Next choose HubSpot CRM account, press Test button, it will be turned into a green Success button. Then click Save + Continue.
Set up Template
Match the sample information from Checkpoint corresponding to the columns in the table
Test HubSpot CRM
After setting up the template for HubSpot CRM, the application requests you finally test.
Test was successful as shown below
Turn on your Zap
Toggle the ON/OFF button to ON. Your Zap will run automatically from now ON until you turn it OFF. Your Zap is working!
Congratulations! Finally, you completed the integration between your chatbot and HubSpot CRM application. Now, you can test the success of integration by chatting with 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 or you can edit directly as shown below
Connect to Integromat
In this tutorial, we will guide you step-by-step to integrate your chatbot with HubSpot CRM through Integromat application by using Save to Checkpoint action to create 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 deal and test the integration. Test chatbot
The result should look like this: Final result Final result
Setting up the integration
Find service - Webhooks
After logging into Integromat, click on Create a new scenario
Then type in Webhooks on search bar and click Continue at the top right
Choose a webhook type
Select a Webhook type, choose Custom Webhook. When this webhook gets triggered, this scenario will start.
Then create a new webhook by clicking on Add button
When you click save, you get the webhook that you are going to use in BotStar App. 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 that will be returned to the next integrated module in the scenarios.
Enable Integromat in BotStar
In BotStar App, go to Connect > Integrations and enable Integromat. After that, select an event type you want to receive data back and paste the link from Webhook into Endpoint, then save it.
Create Sample Checkpoint
Then press "Preview" to test your bot so Integromat can understand the data structure from BotStar.
Check Webhook operation
Go back to Integromat, you will see that the data structure is successfully determined as shown below
Connect to HubSpot CRM
Next 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 action type. To create deal, choose Create a record
Fill in sample information
Select the data fields corresponding to the columns in the HubSpot CRM so that the data returns correctly with the selected order.
Add Directive to solve errors
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.
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 Run once button in the lower left corner to test data before activating this scenario.
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 bot to test the integration and see the result of successful integration