HubSpot
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.
From the header menu navigate to “Integrations – Gallery” and click on the HubSpot section
Click on the “Sign in with HubSpot” button
A pop up will appear, prompting you to connect your HubSpot account with Nimbata. Choose the account you wish to connect and click on the orange “Choose Account” 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.
Nimbata allows you to choose between two options:
As a contact (and company) activity
As Form Submissions
In this guide we will cover how to setup Nimbata to show calls in Hubspot as contact and company activities.
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. 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.
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.
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.
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.
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.
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.
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.
Step 1: Connect your HubSpot account
From the header menu navigate to “Integrations – Gallery” and click on the HubSpot section
Click on the “Sign in with HubSpot” button
A pop up will appear, prompting you to connect your HubSpot account with Nimbata. Choose the account you wish to connect and click on the orange “Choose Account” 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: Choose how calls in HubSpot should be presented
Nimbata allows you to choose between two options:
As a contact (and company) activity
As Form Submissions
In this guide we will cover how to setup Nimbata to show calls in Hubspot as contact and company activities.
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. 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.
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.
Step 5: 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.
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.
Updated on: 15/11/2022
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