Sync up HubSpot with Distrobird Voice to streamline your sales calls directly within HubSpot. This guide will walk you through setting up your HubSpot effortlessly, ensuring a smooth and efficient synchronization between both platforms.
Step 1: Setup HubSpot integration
- Select Settings from the hamburger menu on the side navigation.
- From the sidebar on your Settings page, select Integrations under the General section.
- On your Integrations page, under the Available Integrations tab, navigate to the HubSpot integration and click on the Configure button.
Step 2: Connect your HubSpot account to Distrobird
- Next, follow the on-screen prompts to sign in to your HubSpot account.
- Once you’re signed in, select the specific HubSpot account you want to connect to Distrobird, and you’ll be redirected to the HubSpot integration page on Distrobird.
Step 3: Sync Steps
Contacts in HubSpot
Click Configure to open the slide-out menu.
Fields Mapping
In this section, map the HubSpot contact fields to Distrobird contact fields. To do this:
a. Click + Add Mapping.
b. Select a field from the HubSpot Fields dropdown.
c. Choose a corresponding field from the Distrobird Fields dropdown to map the HubSpot Field to. If there isn't an appropriate field, leave it as is.
d. Click the Field Type dropdown to specify the data type (Text, Number, True/False, Date).
e. Repeat the steps above for each field to sync.
Owners Mapping
In this section, match up the contact owners between HubSpot and Distrobird to ensure that the team/team member in charge of each contact is correctly synced between the two platforms. Here's how:
a. Click on the HubSpot Owners dropdown to select a contact owner.
b. Next, click on the Distrobird Assignables dropdown to choose the team members or teams you want to assign the contacts to in Distrobird.
c. Repeat the steps above for each contact owner you want to map.
Filtering Rules
Use rules to sync selected groups of contacts between HubSpot and Distrobird.
a. Click on the Fields dropdown to choose a HubSpot field.
b. Next, click on the Operator dropdown to pick your filter criteria.
c. Then enter the specific criteria to complete the filtering process.
People to sequence
Add contacts synced from HubSpot to selected sequences in Distrobird.
a. Click on the Sequence dropdown and select a sequence to add the contacts to.
Contacts in Distrobird
Click Configure to open the slide-out menu.
Fields Mapping
In this section, map the Distrobird contact fields to the HubSpot contact fields. To do this:
a. Click + Add Mapping.
b. Select a field from the Distrobird Fields dropdown.
c. Choose a corresponding field from the HubSpot Fields dropdown to map the Distrobird Field to.
d. Repeat for each field to sync.
Owners Mapping
Match contact owners between Distrobird and HubSpot to ensure that who's in charge of each contact is correctly synced between the two platforms. To do this:
a. Click on the Distrobird Assignables dropdown to select a contact owner in Distrobird.
b. Next, Click the HubSpot Owners dropdown to choose the team members in HubSpot you want to assign the contacts to.
c. Repeat for each contact owner.
Filtering Rules
Use filters to sync selected groups of contacts between Distrobird and HubSpot.
a. Click + Add filter and select a filter
b. Select filter criteria and enter a value.
Tasks in Distrobird to Tasks in HubSpot
In this sync step, synchronize call tasks between Distrobird and HubSpot. This ensures that any modifications or updates made to call tasks in Distrobird are mirrored in HubSpot. Here's how:
a. Click on the Distrobird Assignables dropdown and pick a team member whose tasks you wish to synchronize with HubSpot.
b. Then, click on the HubSpot Owners dropdown and choose a team member in HubSpot for whom you want the task to be created.
Sync existing tasks- Turn on the toggle to sync existing tasks.
Calls in Distrobird to Calls in HubSpot
Call Dispositions Mapping
Map call dispositions in Distrobird with call Dispositions in HubSpot to ensure that the outcomes of calls are accurately synchronized between the two platforms. To do this:
a. Click on the Distrobird Dispositions dropdown to select. disposition in Distrobird
b. Next, click on the HubSpot Dispositions dropdown and select a HubSpot disposition to map the Distrobird disposition to.
c. To map another disposition, click on the + Add Mapping button and repeat the steps above.
Owners Mapping
In this section, establish the connection between calls assigned to a specific team/team member in Distrobird and the corresponding representation in HubSpot. To do this:
a. Use the Distrobird Assignables dropdown to choose the calls of a specific team or team member you want to map.
b. Then, click on the HubSpot Owners dropdown and select a team/team member in HubSpot to map the calls to
c. To map additional calls for another team or team member, click + Add Mapping and repeat the steps above.
Sync existing calls- To synchronize already existing calls in Distrobird with HubSpot, turn on this toggle.
Testing the Integration
Conduct a test call to verify the integration’s functionality and data logging in HubSpot.
If you have additional questions regarding your HubSpot integration with Distrobird Voice, do not hesitate to contact us at hello@distrobird.com; a member of our team will be happy to respond to your questions and resolve any issues you might be experiencing.