Hubspot

Create Hubspot

SETTING UP Hubspot

  • Select the HUBSPOT from list of service
  • Click "LOGIN WITH HUBSPOT" for connect with hubspot app
  • (The new Popup window will open)
  • Click on Allow to allow Mail Director to access your Hubspot account for creating Tasks
  • Close the popup window
  • Click settings
  • Click Create New
  • Select "Hubspot" App

Configuration setup

SERVICE NAME

  • Service Name is the name provided by you for your service
  • Enter the Service Name

Information

Show contact

  • Show contact will show the information if the sender is exist in hubspot

ACTIONS

Create contact

  • Create contact will create the contact in hubspot with mapping the sender details
  • Select the send create contact check box
  • Click save to save the configuration

INFO CARDS

Show contact

  • Show contact will show the contact information if the sender contact is exist in the hubspot
  • You can click on the contact and it will open the contact in hubspot

DO ACTIONS BY USING SERVICE

create contact TO hubspot

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Hubspot

Clicking on Service create project will open the following fields

              • First Name
              • Last Name
              • company
              • Email
              • Phone Number
              • City
              • State


click on create contact