Links

Integrate BotPenguin with HubSpot

This page contains the stepwise tutorial for the integration with BotPenguin

Integrate BotPenguin with HubSpot:-

Step 1 of 4: Login to BotPenguin Account and Select Application to Integrate

  1. 1.
    Login to your BotPenguin account, select the Bot you want to integrate with Hubspot.
  2. 2.
    Now, click the ‘Integrate’ tab.
  3. 3.
    ​
    ​
  4. 4.
    The integrate window will open up. Make sure you are in the “All Integrations Tab.”
  5. 5.
    A list of all native integrations for BotPenguin will be available in this window.
    1. 1.
      Now find Hubspot by:-
    2. 2.
      Either scrolling down the list
    3. 3.
      Or by typing in ‘Hubspot’ in the search box with the placeholder “search integration by name”
  6. 6.
    Now click on the ‘connect’ button as shown
  7. 7.
    ​
    ​
  8. 8.
    ​
    ​

Step 2 of 4: Find your Authorization Key/Token in App Account

  1. 1.
    To complete the process, you need to fill out:-
  2. 2.
    API Token
  1. 1.
    The API Token:-
  2. 2.
    Click on the Profile Icon on your Hubspot dashboard. In this menu, Click On Profile and Preferences.
​
​
  1. 1.
    Under Settings, navigate to the Account Setup Tab.
  2. 2.
    Under the Account Setup Tab, expand the menu by clicking on the Little triangle on the right side.
  3. 3.
    Now, Click on the Integrations Tab.
  4. 4.
    In The Integration Menu, Click On Private Apps.
  1. 1.
    Now click on the Create a Private App button.
​
​
  1. 1.
    A Setup Wizard will open up. Here,
  2. 2.
    Under the Basic Info Tab:
    1. 1.
      Enter your desired name for the integration
    2. 2.
      Enter your desired description for the integration
    3. 3.
      You can upload a logo if you want
  1. 1.
    Now switch to the Scopes Tab. Here:
    1. 1.
      Click on the CRM tab in the given menu to expand the permissions list.
    2. 2.
      Select the permissions as shown below
    3. 3.
      After selecting the permissions, click on the Create App button.
    4. 4.
      Click on the Continue Creating button on the prompt after you click the create button.
  1. 1.
    Permissions
​
​
​
​
  1. 1.
    Now your private app is live.
  2. 2.
    In The Details Tab:-
    1. 1.
      Click on the Show token button
    2. 2.
      Now click on the Copy button
    3. 3.
      Copy your token and paste it back on BotPenguin.
  3. 3.
    ​
    ​

Step 3 of 4: Enter Authorization Details and establish connection with your App

  1. 1.
    After filling out the details, click Connect.
  2. 2.
    ​
    ​
  3. 3.
    Look for the notification “Connected Successfully” for confirmation.
  4. 4.
    ​
    ​
  5. 5.
    Also, your HubSpot integration will show the message Installed in the Integration List.
  6. 6.
    ​
    ​

Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between BotPenguin and HubSpot and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your BotPenguin dashboard and in the HubSpot you have integrated.

Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to HubSpot, it may be due to multiple reasons:
  • Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
  • Free plan- You are not subscribed to the paid plan on BotPenguin as integration works only with the paid plan.
If everything is correct and you cannot move forward, write to us at c[email protected]. We will respond within 48 business hours.