Shape a HubSpot connection around your sales process
Define how customer details move between Message Pro conversations and HubSpot records, and what your sales team needs to continue follow-up.
Start with an outcome
Do you need to send a qualified lead to CRM, retrieve context from an existing record or follow up after a stage changes? Define the goal, then agree on the fields and actions the connection will cover.
Agree on data ownership
Choose the source of truth for each field, the direction of transfer and update timing. Use a clear matching identifier and define behavior for existing records and connection failures.
- Only the necessary name and contact details.
- Enquiry source, interest and owner where needed.
- Duplicate handling and conflicting-update rules.
Configure and activate
Review the scope
Discuss operations, HubSpot permissions, plans and cost.
Map the data
Define fields, actions and failure handling with the implementation team.
Test a sample
Use test records and verify the intended creation or update before activation.