Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details for Getting Started with the Hubspot application for Cliently.
What does this integration do?
- Works with Hubspot Contact and Deal Objects
- Syncs (Pushes) your Hubspot contact/company records to Cliently - My Clients (contacts) (one-way sync only for contact info)
- Works with Cliently Workspaces
- Access to team member access and permissions
- Assign Cliently Credits to your team
- Ability to send out Instant Actions: Email, Video Message, Handwritten Note, Postcard and Gifts directly to your Hubspot contacts.
- Add existing “flows” created in Cliently and instantly connect them in Hubspot.
- Create custom “flows” specifically for each Hubspot record
- Direct access to your Task-Actions to complete them from the extension
- Track history of your actions in each Hubspot record.
- Use the Timeline to review your sent actions for Global (all contacts) and individual contact
- Works with Hubspot CRM and SalesHub: https://www.hubspot.com/pricing/sales
Cliently Plan Access? Only Cliently plans can use this application.
Before you get started, however, please make sure that you have a Cliently account (Don’t have one yet? Start 14-day free trial!)
Please note: In order to use this integration, you must use Google Chrome, download here.
Hubspot Account Setup: In order to use this integration with your “Contacts” and “Deals” objects in Hubspot; you must have a valid email address in order to send Cliently Email/Video Messages. In order to send Cliently Handwritten Notes, Postcards or Gifts a “physical mailing address” must be associated in the Hubspot record.
Hubspot Versions Supported by this Integration: HubspotCRM and Hubspot Sales Hub.
Step 1: Login into your Hubspot Account. Go to www.hubspot.com/login and login into your account.
Step 2: Install Chrome Extension for this application: Follow the steps below in order to install the integration to your Chrome Web browser:
Step 2-A: Locate on Chrome Web Store and install integration. Us the following link to install the Cliently integration with: Hubspot Chrome Extension. Click the blue button “Add to Chrome” to install it to your Chrome Web browser. Follow any prompts to Accept.
Once installed, the Integration will appear in your Chrome Web browser on the top right-hand side. You can click on the “Cliently icon” to hide or show the integration.
Step 3: Login into your Cliently account. In order to use this integration, you must be logged into your Cliently account.
Step 4: Integrate Hubspot with Application. Next, we must connect Hubspot to the application. Click on the red button “Click to Integrate”
Step 4-A: Grant Permission. Next, you will need “Grant Access” to allow Hubspot to connect with Cliently. Review and please click on the orange button “Grant Access”.
Step 5: Ready to use… Congratulations you have successfully installed the Chrome Application for Cliently- Hubspot Application.
Step 6: First use of Cliently Hubspot Application. In the the following instructions, we will break down the application on how to use it.
1: Cliently Workspaces - Here you can change the workspace of your Cliently Account, if you are using more than one workspace. Click here to learn more about workspaces.
2 and 3: Credits & Settings - Learn more about Cliently Credits and settings for your account. Click here to learn more.
4 and 5: Search in Hubspot for contacts and then send out Instant Actions - Learn how to search in Hubspot and Send out an Instant Action. Click here to learn more.
6 Search in Hubspot for contacts and select pre-existing or create new Flows (marketing campaigns) - Learn how to search in Hubspot and create and/or enable Flows (marketing campaigns). Click here to learn more.
7 Using the Cliently extension to complete your tasks - Learn how to access your Tasks for your Hubspot contacts and learn how to complete those tasks. Click here to learn more
8 Using the Timeline to review your actions sent to your contacts - Learn how to access your Timeline for your Hubspot contacts. Click here to learn more.
Need Help? If you need any help with Getting Started with the Cliently Hubspot Application please click on the red “Help/Chat” icon found on the bottom right side of your account.