- Daily chat sync - Transcripts from all chats will be uploaded in a daily batch to Hubspot, at midnight according to a timezone of your choosing.
- Automatical association with Contacts and Deals - Your chat transcripts can sync to both Contact records and Deal records.
- Contacts sync - (OPTIONAL) Your new contacts encountered for the first time in a Coral sync can be added to Hubspot automatically. The first and last name of your Hubspot Contacts can be added to your Coral account, if the phone number has ever been seen in your Coral account before.
Integration Requirements
- Active HubSpot account - Ensure your HubSpot account is set up and functioning properly. Both free and paid HubSpot plans support the Coral integration.
- Required Hubspot permissions - You will need your Hubspot API keys with you when making the connection (given to you by your Hubspot admin).
- Required Coral permissions - Only a Coral Admin user can set up Coral integrations.
Set up the Integration
Log in to your Coral Admin account, go to the Integrations tab. There you can choose your integration. Choose to send batched messages to Hubspot, and click Connect. You’re done! The chat transcript sync will take place as long as there is any activity in a Coral chat where the client phone number in the Coral chat that you want synced is also in your Hubspot system as a Contact, with the WhatsApp Phone Number field populated. Optional steps:- Your Coral WhatsApp chat transcripts will be uploaded to Hubspot daily around midnight, according to the timezone that you choose. To select your timezone, navigate to the Controls tab in your Coral Admin account.
- To sync Coral chats to Deals in addition to Contacts, please provide your Coral rep with your Hubspot deal pipeline names.