How to connect your Hubspot account with Cloutly

Cloutly integrates with Hubspot's CRM and Ticket Pipeline to help you:

Automate review collection
Create a new support ticket when you receive a negative review

Integrating Hubspot

Inside your Cloutly dashboard, navigate to Integrations, scroll down and find Hubspot from the integrations list



Then, select your Hubspot account from the authorisation window that appears and click 'Choose Account' to add the integration.



Great! Now your Hubspot account is connected to Cloutly, we'll need to set up our automations.

Automate review collection with Hubspot

This automation will allow you to send Review Invites to your HubSpot contacts, when their associated deal reaches a certain stage.

Example: When a deal reaches the 'Closed Won' stage in Hubspot, Cloutly will automatically send a Review Invite to the deal contact.



Create this automation:

Select Manage Integrations inside Cloutly
Click Create New Integration
Choose your trigger and action
Submit

Create a new support ticket when you receive a negative review

This automation will allow you to create support tickets inside Hubspot when you receive a negative review in Cloutly, so that your team can reach out to the unhappy customer directly and resolve their issues.



When setup, this integration will create a new support ticket in Hubspot, set the contact information for the customer (from the review) and provide a description and link to their complaint.

Create this automation:

Select Manage Integrations inside Cloutly
Click Create New Integration
Choose your trigger and action
Submit

Managing your integrations

You can see and manage all your integrations on from the Integations page, where you can enable/disable them, review their logs (history) or delete them altogether.

Need more help? Reach out to us on livechat at any time!

Updated on: 06/02/2023