Table of contents
- Contact Matching & Creation
- Contact Matching
- Contact Creation
- HubSpot CRM extension features
- Activity Logging
With our HubSpot integration you can link Rasayel conversations to your HubSpot contacts, and send messages to your customers from HubSpot directly. In this article we’ll explain in more detail how Rasayel works with HubSpot, and what features are supported.
Contact Matching & Creation
We automatically match Rasayel contacts to equivalent HubSpot contacts, and display this information on the right sidebar of your Rasayel inbox (under the contact card).
Our HubSpot integration will attempt to match a Rasayel contact by email and by phone, and will show any matched contacts.
When you activate your HubSpot integration, at the right sidebar you’ll see the HubSpot area:
There are two different states a contact can have.
- No matching contact found
This will appear for contact whose email and phone were not found on any of your HubSpot contacts.
- One contact matched
This will appear when we successfully match a contact. We’ll display the properties that we fetched directly from HubSpot.
Clicking on View in HubSpot will redirect you to the contact profile on HubSpot.
You can also create a new HubSpot contact for a Rasayel user right from your Rasayel inbox. When you press Create new contact in HubSpot, we will automatically create a HubSpot contact with the information of the Rasayel user (their first and last name, phone number and email address).
HubSpot CRM extension features
A CRM card will appear on HubSpot inside a contact’s page. It will allow you to:
- See the list of this customer’s conversations with a few details (creation date, which channel it came from, and the last message’s timestamp):
- Redirect to a certain conversation in Rasayel.
Click on the Conversation link above the conversation you’d like to open in the Rasayel app.
- Open an embedded Rasayel inbox inside HubSpot to send & receive messages.
Click on Actions → Open Conversation
It will look like this:
- Send a proactive message to a user by clicking the Send message button.
This option will be available even if a contact does not have any Rasayel conversations.
In order to use the Open Conversation and Send Message functionalities, you must be invited to the Rasayel workspace.
We use activity logging to attach the conversation history to a HubSpot contact’s profile. The activity logging is real-time, it will log messages as soon as they are sent/received.
To enable this feature you’ll need to select the Rasayel Omnichannel filter in your contact settings.
Go to your Contact list → Choose any contact → Unroll a list of filters by pressing “Filter activity” → Select Rasayel Omnichannel
After enabling the Rasayel Omnichannel filter, you’ll see event logs on your profile:
A log is a single activity event on the contact’s page. Any sent and received messages will be automatically logged.
The first message in a conversation will create a new log. Then, messages sent within 24 hours from every subsequent message will be part of this log. If the time window between any two messages is more than 24 hours, a new activity log will be created.