TABLE OF CONTENTS
Connecting the two systems
Our goal at Coachbar is to simplify customer journey management by integrating with HubSpot for seamless data synchronization between the two systems. To integrate HubSpot with ChannelBoost, go to Integrations, click "Connect Now" under HubSpot, and follow the instructions.
Please log in to your HubSpot account on a separate tab. After logging in, click on "Continue to HubSpot". Then select the relevant account and proceed.
Before connecting the app, carefully review all details. After connecting, you will be directed to Coachbar.
Setting up Lead sync
Under settings >> Leads, go ahead and map your lead statuses between each system once you have successfully connected. This will allow Coachbar to sync each and every lead in the way you need it in HubSpot.
After you have finished mapping the statuses, please take a moment to review the property mappings displayed below. By default, we have mapped the standard fields of a lead accordingly. However, if there are any other fields that require mapping, you can proceed to map those as well.
After reviewing the configurations, you have the choice to enable automatic lead synchronization between both systems. By default, it is set to automatic, however, if you prefer to sync it manually, you can disable the toggle and use the sync button.
Setting up Deal sync
In the same way, let's take a look at how to map deal stages. Select the relevant pipeline, then map the stages of a deal between the two systems, adding more stages if needed.
After finishing all the required configurations, you can choose to enable automatic deal synchronization between the two systems. By default, this feature is already set to automatic. However, if you prefer to sync it manually, you can turn off the toggle and use the sync button whenever you want.
Logs
Under the logs tab, you can view audit information to track synced data.