Connecting Slack to Hubspot
# | Instructions |
---|---|
1 | Go to Integrations. |
2 | Select Hubspot and login through the Hubspot authentication flow. |
Website
of the Hubspot record. You can review and update these to make sure connections are set up correctly in Channels.
Sync customer threads
, and select Save.
Sync Slack Metrics
, and choose the individual Hubspot properties to map for each metric. When you are finished, select Save.
Metric | Instructions |
---|---|
First response time | For threads created in the last 30 days that have a first response, calculates the first response time in minutes . We recommend syncing this to a number type property in Hubspot. String fields are also accepted. |
Resolution time | For threads marked Completed in the last 30 days, calculates the resolution time in minutes . We recommend syncing this to a number type property in Hubspot. String fields are also accepted. |
Message volume | Volume of new threads created in the last 30 days. We recommend syncing this to a number type property in Hubspot. String fields are also accepted. |
Last message date | Captures the timestamp of the last message from a given customer. We recommend syncing this to a date type property in Hubspot. String fields are also accepted. |
Escalated to support % | Captures the % of threads converted to helpdesk (Zendesk, Intercom, or Freshdesk) tickets. We recommend syncing this to a percentage type property in Hubspot. String and number fields are also accepted. |
Positive sentiment | Captures the % of threads calculated as positive sentiment. We recommend syncing this to a percentage type property in Hubspot. String and number fields are also accepted. |
Negative sentiment | Captures the % of threads calculated as negative sentiment. We recommend syncing this to a percentage type property in Hubspot. String and number fields are also accepted. |
# | Instructions |
---|---|
1 | Go to the Hubspot Native App subtab under Hubspot in your Integrations. |
2 | Set your default owners, notification channels, and onboarding template. Each of these are optional. |
3 | Select Save Settings . |