Set up HubSpot Integration and View your first Calls
Nimbata + HubSpot integration helps you discover how your phone leads turn into paying customers. Easily create new contacts when a new phone lead is generated or update your existing ones based on new caller’s activity – avoid duplicated contacts and keep your CRM as clean as it gets.
Things you can do when using HubSpot with Nimbata include:
Keeping your CRM updated: Importing phone leads to HubSpot allows you to create contacts when a phone call is placed from a first time caller that is not in your database or update an existing one enriching your lead data with additional info such as call duration, call source, utm campaign, gclid, call page, landing page and call recordings.
Enhanced Marketing Attribution in HubSpot: Call activity shines a light to uncovered offline interactions resulting in more accurate lead sources and first, middle, and last touchpoints that are actually vital for mapping the whole customer journey. This information will help you in evaluating the performance of various marketing channels and campaigns, and measure the ROI of your marketing efforts accurately so that you can make more informed decisions about resource allocation.
Improved Lead Management: With automation rules, you can easily assign value to each phone lead based on their behavior and then push this information back to CRM resulting in a more enhanced lead scoring process. You can also, incorporate your phone lead data into your workflows for example follow-up tasks can be created based on call outcomes, or lead lifecycle can be updated based on call activity.
Lead Accuracy: Integration triggers let you send only the phone leads that really matter based on predefined criteria such as call duration>1 min to your HubSpot avoiding distractions and misleading decision-making caused by blurry data at contact and company level.
Set up the integration
Nimbata integrates with your HubSpot account, by sending an event each time a call is placed under your account. This type of integration allows you to view session information about the call, such as keyword, campaign, source / medium and other session based info. The integration is performed on a brand level, so before continuing, make sure you are performing edits for the desired brand.
Step 1. Go to Integrations > HubSpot and click on the "Sign in with HubSpot" button.
That’s it! Your HubSpot account is now connected with Nimbata and you are now ready to configure the integration to log calls in HubSpot.
Step 2. Select your Trigger. You can choose the default one "After Every Call". In case you want to filter the calls that will be sent to your HubSpot account, click on the Trigger Field, and then from the drop-down list click on "Create Trigger".
Step 3. Configure what happens when a new lead calls you
The first step is to configure what happens when a new lead picks up the phone and calls you. Nimbata allows you to create a new contact, a new company and a new call activity. Here we will show you how to create a contact and log a call activity with the essential call information.
First we choose to create a contact. To be able to easily identify this contact in HubSpot we choose to give it an identifier that the call came from a Nimbata phone number (first name = Nimbata, last name = Lead). Under phone number we set to automatically fetch the caller ID from the Nimbata log. In the contact properties we also set to include the Google Ads Click ID or the Facebook Click ID and assign the lead status to New.
Based on your HubSpot configuration you have the option to populate any contact property with any Nimbata value or HubSpot value or even free text. Simply choose to expand the “Create” object section and choose which contact properties should be updated and with what call or lead information.
Along with the contact we choose to create an Inbound Call Activity, under the contact. To do so, click on the "+" symbol and choose "Inbound Call Activity" under the Create field. Here we are interested about who called, which number they called, the talk duration and in the body, include all the marketing information fetched from Nimbata, such as the utm_source, utm_medium, utm_campaign, call page and recording link so we can listen to the call.
Nimbata also allows you to automatically populate this section with our suggestion. To do so, locate the “Use default config” button at the bottom of the section and click it. This will auto populate your property with the following configuration.
Step 4. Configure what happens when an existing customer calls you
Next we need to define what call information is sent to HubSpot when a contact that already exists on our CRM calls us.
Here we have more than a couple of options to choose from. You can set Nimbata to handle either the contact or company property or even both.
In certain cases you may also have the same caller ID in multiple objects, so you can configure if you wish Nimbata to send call information to all contact properties, handle only the first or completely ignore such cases.
In this guide we go with the most common scenario which is to set for both objects to be updated and Nimbata to handle the 1st object that matches the caller ID.
Explanation: When an existing customer calls you we choose to create an inbound call activity and send the caller id, the number they called, the talking duration and a link to the recording.
We also choose to update the contact property with the GCLID or FBCLID in case they engaged with one of our campaigns before they placed a call.
View calls in HubSpot
Before you save your configuration you have the option to send a test event to HubSpot, making sure all the information is sent to the properties you set in the previous steps.
You can experiment with various scenarios and when you are confident that each scenario passes the test you can click on Save to automate the process.
Below we show how you can view logged calls in HubSpot for each scenario we described above.
New Phone Lead
Nimbata will create a new contact with the First Name and Last Name we set (New Phone Lead from Nimbata) so its easily distinguishable from the contacts list in HubSpot. On the left you also see the GCLID or FBCLID the customer may have clicked reaching your website. In addition Nimbata will log a call activity with the outcome of the call, the duration and all the call information you selected in the previous steps in the body section.
The next steps here would be to listen to the call and update the contact with the information gathered in the call.
In our example here we update the Name and Last name of the contact to John Doe and assign me as the contact owner.
Call from existing customer
Now that John Doe is an existing customer, if he calls again, Nimbata will apply the rules set when the caller ID exists in our CRM. As such, the second call is logged as an activity after the previous call, including the link to the recording.
Here's our video guide on how to set up HubSpot Integration.
🎉 That's it! From now on, each incoming call that meets your trigger's criteria will seamlessly follow the process you just established, ensuring it is seamlessly forwarded to your HubSpot account you selected.
Updated on: 04/02/2024