> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withchanneled.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Hubspot

> Connecting Slack to Hubspot

## Authentication

Channeled supports integration with Salesforce, Hubspot, and Attio. Currently, you may only have one CRM connected at a time.

#### Connecting Hubspot

<Info>We recommend having admin permissions while installing Hubspot, but these are not required.</Info>

| # | Instructions                                                        |
| - | ------------------------------------------------------------------- |
| 1 | Go to [Integrations](https://app.withchanneled.com/integrations).   |
| 2 | Select `Hubspot` and login through the Hubspot authentication flow. |

## Historical mapping

#### Mapping Hubspot Company with existing Slack channels

When you connect Hubspot, Channeled matches Slack channel organizations with Hubspot Company records automatically using the `Website` of the Hubspot record. You can review and update these to make sure connections are set up correctly in [Channels](https://app.withchanneled.com/channels).

## Syncing Channeled to Hubspot

#### Syncing activity

Activity from Slack can be automatically streamed to the Hubspot Company Activity Feed for any Hubspot Account mapped to a Slack channel.

To turn on syncing from Channeled to the Activity Feed, go to [Hubspot Integration Settings](https://app.withchanneled.com/integrations/hubspot), toggle `Sync customer threads`, and select **Save**.

#### Syncing metrics

Metric aggregates from Slack can be mapped to selected properties in Hubspot for any Hubspot Account mapped to a Slack channel.

To turn on metric syncing from Channeled to the Activity Feed, go to [Hubspot Integration Settings](https://app.withchanneled.com/integrations/hubspot), toggle `Sync Slack Metrics`, and choose the individual Hubspot properties to map for each metric. When you are finished, select  **Save**.

<Note>
  Metrics sync over from Channeled to Hubspot every day at 6 AM PST. To
  update the sync time or cadence, please contact the Channeled team.
</Note>

| 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.                                         |

## Automating Slack channel creation from Hubspot

[Watch a preview of this flow in action.](https://www.loom.com/share/a86083572f5148d18cdc4a0d96adaaf5?sid=b8953e41-6a4d-424b-b15a-6f64ae0ff3b6)

If your sales or pre-sales team regularly sets up Slack channels for new customers, you can standardize the creation and onboarding of new channels through Channeled's native Hubspot application.

This functionality will:

1. Automatically connect channels with Hubspot CRM accounts and the Channeled app, all in one flow.
2. Place a button on the right-hand pane of your Hubspot Company page for pre-sales/team members to easily find.
3. When clicked, the button will open a modal in Hubspot for users to create Slack channels, optionally assign internal owners, trigger notifications, invite contacts, and post onboarding messages.
4. Your team can set additional automations or templates in Channeled to pre-populate the default values for channel owners and onboarding messages.

| # | Instructions                                                                                                                      |
| - | --------------------------------------------------------------------------------------------------------------------------------- |
| 1 | Go to the [Hubspot Native App](https://app.withchanneled.com/integrations/hubspot) 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`.                                                                                                           |

## Additional workflows from Hubspot

Looking to build additional workflows from Hubspot? You can drive internal notifications, tasks, or customer-facing messages across your customer lifecycle using Channeled.

<Info>This is currently a stub! We're currently updating this page.</Info>
