How to integrate SAS Flex with HubSpot

HubSpot is an online marketing system that enables you to keep track of all new marketing leads submitted by your customers, whether online or via phone. If your business uses this software, integrating your account with the HubSpot app in the portal will automatically push data from your calls into your marketing lists. This eliminates the need for you to do double the work, converting messages into HubSpot entries.

Follow the step-by-step instructions below to connect HubSpot to your SAS Flex account. In this tutorial, you'll learn how to:

Connect HubSpot with Your SAS Flex Account

1. In the SAS Flex portal, click Integrations from the left side menu. 

2. From the Apps screen, click the  Install button next to the HubSpot logo.

3. On the next screen, click  Connect to my account. Then, in the pop-up window, choose your account and click Connect app

Setting Contact Data Parameters

1. Now that HubSpot is connected to the app, click   Add configuration to begin the setup. 

2. On the next page, name your configuration. This is how your HubSpot integration will be displayed within your SAS Flex portal. 

3. Now, you'll need to tell the system how to manage the caller's contact details. Choose what email address HubSpot will show in each new lead entry by selecting an option next to   Send Data.

If   Send call data on behalf of email provided by caller. is chosen, leads will be created under the email address the caller provides. Note that if the caller does not provide an email address, data will be sent from notifications@sasdesk.com by default.

If   Send call data from notifications@sasdesk.com is chosen, leads will be created under the email address notifications@sasdesk.com.

If   Send data from email address is chosen, leads will be created under the static email address you enter.

4. Then decide whether you'd like the system to   Update and Overwrite existing contact data.

If   Don't update existing contacts. Create new ones. is chosen, SAS will look for an email match in your HubSpot installation. If there is no match, it will create a new contact. If there is an email match, it will do nothing.

If   Update contacts by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your HubSpot installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.

If   Update contacts by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your HubSpot installation. If there is a match, it won't overwrite data but will add any new details received.

5. When you are finished, click  Save

HubSpot Custom Mappings (Optional)

Once the data section is complete, you can map your call data directly to specific HubSpot fields by adding Custom mappings.

1. Under the Mappings tab, click  Add Mapping.

2. In the first drop down box, select either  Collector or Text.

Collector will allow you to use specific SAS script variables to populate HubSpot's lead fields. If you select Collector, the second column will allow you to select a script variable.

Text gives you the option to type your own static data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.

3. After you've completed the second column, you will set the Object, Type and Mapping.

The   Object drop down gives you only one option, Contact.

The   Type drop down gives you options for Contact Information or Social Media Information. Selecting either option will bring up the default fields for that contact type.

The Mapping last drop down will display the Standard  fields within your HubSpot setup.

4. Repeat the steps 1-3 until you've completed the custom mappings.

NOTE: If you want to remove any mapping, hover over the section you want removed and click  Delete

5. When you are finished, click   Save

6. Back on the main HubSpot page, you can  Disable, Edit or Delete your configuration by clicking on the 3-dot icon adjacent to your configuration.

Integrate HubSpot into Your Script

When all of your integration settings are complete, contact SAS at service@specialtyansweringservice.net to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.

NOTE: If you've disconnected and reconnected your configuration at any point, you'll need to re-integrate it into your script.
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