Hubspot
Create 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
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
INFO CARDS
Show contact
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
DO ACTIONS BY USING SERVICE
create contact TO hubspot
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
- Phone Number
- City
- State
click on create contact