The article describes how to set up an integration between HubSpot and Reply.
Connecting your HubSpot account:
Log in to Reply.
Open the Integrations page, find HubSpot, and click Connect.
In the pop-up window, enter your HubSpot credentials.
Once your HubSpot account is connected, you get redirected to the integration steps page.
Setting up synchronization between HubSpot and Reply:
Reply provides two integration profiles - Default and Custom.
Default profile
The Default integration profile has preset settings. You cannot change these settings, but you can begin integration immediately. It is impossible to duplicate or delete synchronization steps, modify field mappings or filtering rules, change integration direction in the Default profile.
Possible synchronization steps
(from) Contacts in HubSpot - (to) People in Reply
(from) People in Reply - (to) Contacts in HubSpot
(from) People Statuses in Reply - (to) Lead Statuses in HubSpot
(from) Inbox Categories in Reply - (to) Lead Statuses in HubSpot
For field mappings, Reply first name and email fields are necessary.
Custom profile
The Custom profile lets you create a custom integration between HubSpot and Reply. It includes several flexible integration options. To set up the integration, switch to Custom Profile using the drop-down list:
Possible synchronization steps
(from) Contacts in HubSpot - (to) People in Reply
(from) People in Reply - (to) Contacts in HubSpot
(from) People Statuses in Reply - (to) Lead Statuses in HubSpot
(from) Inbox Categories in Reply - (to) Lead Statuses in HubSpot
To create a new synchronization step:
Click the Add sync step button. You can add an unlimited number of steps.
To select synchronization direction:
You can set up synchronization of contacts in both ways: HubSpot - Reply, Reply - HubSpot. To change the direction of the synchronization step, click the corresponding icon in the Add sync step popup window:
To add field mappings to a synchronization step:
After you have created a synchronization step, add field mappings to it:
Hover over the step and click on the Settings icon.
Expand the Field mappings section.
Click Add field mapping.
Select fields using the HUBSPOT FIELDS and REPLY FIELDS drop-down lists.
Click Save.
To learn more about field mapping, refer to the following article.
To add filtering rules to a synchronization step:
You can add filtering rules to any synchronization step. To add a filtering rule:
Hover over the step and click on the Settings icon.
Expand the Filtering rules section.
Click Add new rule.
Populate the required fields.
Click Save.
Outbound filters
You can also set outbound filters when editing a synchronization step FROM Reply TO HubSpot. For example, People in Reply - Contacts in HubSpot. The outbound filters are based on the filters from the People page. This means that you can not only use standard filters but also create custom filters on the People page and load them as outbound filters. For example, you can synchronize only contacts with emails in a particular domain.
To create a filter on the People page:
To add an outbound filter for the HubSpot integration:
Hover over the step and click on the Settings icon.
Expand the Filtering rules section.
Click Load filter.
Select the filter.
Click Save.
Please note: If you want to apply filters with dates (e.g. creation date of a contact), UTC ± 0 (GMT) time zone will be used.
To duplicate/remove a synchronization step:
You can clone/remove any synchronization step. To do this, hover over the step and click on the Clone/Trash icon.
Actions
You can add an action to a synchronization step and move synchronized contacts to a sequence. To do this:
On the Steps tab, hover over a synchronization step and click the Add action icon.
In the Add action dialog box, select Move to sequence, and click Add.
Select a sequence you want to add your contacts to.
You can remove the action by clicking on the Remove action icon.
After you have assigned an action to a synchronization step, you see Exclude updated from action slider. The slider allows you to push contacts to the same sequence after updating their fields in HubSpot.
Logs
The Log tab lets you see the information about the latest synchronization activities between HubSpot and Reply:
Here is a short video tutorial explaining how to connect the HubSpot Integration, what integration options are available, and how to configure the integration:
Limitations
1) At the moment, filters from HubSpot to Reply support only two rules per filter, and in the case of using a date filter (e.g. today) - only one rule per filter.
2) HubSpot API has a limit for a number of calls for 1 second/10 seconds per bulk request. As a result, sync of 10k and more records will take a considerable amount of time.
Please note: After enabling the integration, it starts syncing data between the two platforms every 2 hours. Once a contact is synced from HubSpot to Reply, the system creates a direct link to the contact's sidebar that you can click to open his/her HubSpot profile in a new tab. In addition, you can filter such contacts on the People page by adding a custom filter.