How to connect Crisp to Hubspot?
This plugin is available in Crisp Unlimited, Crisp Hubspot plugin is dual-sync.
All the new contacts you have in Crisp are sent to Hubspot and all the new contacts in Hubspot are automatically synced to Crisp CRM.
Got to Crisp's plugins section
Click on Connect to Hubspot
Once redirected to Hubspot, click Grant Access
The plugin is now connected and ready to use!
All the new contacts 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.
Note that the plugin doesn't create leads but contacts.
Create a new contact in Hubspot:
The contact is instantly added to Crisp's CRM
All your Hubspot's contacts will have the segment hubspot so you'll know where the contact comes from.
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
Import the CSV to Crisp
You can learn more about CSV import in Crisp in this article
In that case, just contact our team, we'll be happy to solve your issue.
All the new contacts you have in Crisp are sent to Hubspot and all the new contacts in Hubspot are automatically synced to Crisp CRM.
1. Connect Crisp to Hubspot
Got to Crisp's plugins section
Click on Connect to Hubspot
Once redirected to Hubspot, click Grant Access
The plugin is now connected and ready to use!
2. How it works?
All the new contacts 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.
Note that the plugin doesn't create leads but contacts.
Create a new contact in Hubspot:
The contact is instantly added to Crisp's CRM
All your Hubspot's contacts will have the segment hubspot so you'll know where the contact comes from.
3. 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
Import the CSV to Crisp
You can learn more about CSV import in Crisp in this article
Troubleshooting
In that case, just contact our team, we'll be happy to solve your issue.
Updated on: 19/08/2020
Thank you!