Let's connect your Structurely and HubSpot accounts

🌟 (TL;DR)🌟
You'll need a HubSpot account and a Structurely account.

πŸ›‘ STOP πŸ›‘ Before moving forward you will need to create your Structurely account (if you haven't already). You can do so using THIS LINK.


You'll simply:

  1. Log in to all the above accounts.

  2. Go to your Structurely settings and authenticate Structurely + your HubSpot account

  3. See all corresponding Structurely AI conversations in HubSpot

Table of Contents:

  1. Watch video on Structurely + HubSpot integration

  2. Connect Structurely + HubSpot in 1-click

  3. Set up Structurely + HubSpot workflows

  4. Create custom contact property enroll_in_structurely in HubSpot

  5. Two-way conversation sync with Structurely messages + HubSpot activity timeline


Watch how the Structurely + HubSpot integration works

Create a custom Structurely AI assistant that engages all your contacts through text message and email. Connect Structurely + HubSpot to have full 2-way sync between your Structurely AI and your HubSpot products and channels. Here's how to get setup:


Connect Structurely + HubSpot

Here's how to get setup:

πŸ‘‰ Login to your Structurely Account here

πŸ‘‰ While staying logged In to Structurely, log in to your HubSpot account

πŸ‘‰ Once logged in to both Structurely + HubSpot, click the HubSpot integration below to authenticate the 2 apps together πŸ‘‡

πŸ‘‰ Click "Enable" in the HubSpot integration window πŸ‘‡

πŸ‘‰ A pop-up window will appear asking to authenticate Structurely + HubSpot. Select the HubSpot account you wish to connect, then click "choose account" πŸ‘‡


Set up the workflows that you want to use between Structurely and HubSpot

πŸ‘‰ Toggle on the workflows you wish to useπŸ‘‡

NEW CONTACT - creates and engages Structurely for every new contact created in HubSpot (πŸ›‘ do not use this workflow unless you're sure you want Structurely engaging every single new HubSpot contact)

*RECOMMENDED WORKFLOWS*

Contact Updated - creates and engages a contact in Structurely ONLY when the enroll_in_structurely custom contact property is updated

Lead Conversation Updated - adds Structurely's AI assistant text and email messages to the HubSpot contact profile activity timeline in real-time


πŸ‘‰ If you turned on the enroll_in_structurely workflow above, please continue following these instructionsπŸ‘‡

If you used the new_contact workflow, you can skip ahead to here


Create enroll_in_structurely custom HubSpot contact property

πŸ‘‰ Go to "Data Management" β†’ "Properties" (or directly here) and click "Create property"πŸ‘‡

(you can follow this HubSpot guide to creating custom properties if needed)

πŸ‘‰ Select Contact as the Object type and add-in enroll_in_structurely exactly as it appears here (case and type sensitive) in the Label field. Click "Next"πŸ‘‡

πŸ‘‰ Select dropdown select as the field type. Then click "Add an option" to add as many custom option values as you want. Then click "Create" πŸ‘‡

❗ NOTE: you can write any value you wish for the options here. These will directly correspond to campaigns you create in Structurely (i.e. if you add a post webinar value, you can create a post-webinar campaign in Structurely to tie to it using Structurely's Custom Script Assignment)

πŸ‘‰ Using the new custom contact property enroll_in_structurely you just created, you can manually enroll leads 1-by-1 or in bulk to Structurely, or automatically using HubSpot Workflows πŸ‘‡

πŸ‘‰ The value(s) you created in the enroll_in_structurely field in HubSpot will now be automatically sent to Structurely for eligible leads.

You can use this value (exactly as it appears in HubSpot, case and type sensitive) to select the associated campaign matching leads will receive from Structurely πŸ‘‡

❗ The enroll_in_structurely field from HubSpot is directly mapped to the Tags value in Structurely. Use this value to build your Script Assignment Rules ❗


Two-way real time conversation sync with Structurely messages + HubSpot activity timeline

πŸ‘‰ Anytime a new contact or existing contacted is updated in HubSpot, they will be sent to Structurely for engagement and follow-up. The entire conversation is logged in your HubSpot contact activity timeline πŸ‘‡

πŸ‘‰ To see the Structurely messaging activity go to a HubSpot contact, click "Filter activity" and toggle on "Structurely" under Integrations πŸ‘‡

πŸ‘‰ You can take over conversations at any time from your AI assistant in Structurely (read about muting here) πŸ‘‡

πŸ‘‰ Manually respond to contacts when you want to takeover from Structurely. All manually responses will be logged in HubSpot accordingly in real time as well πŸ‘‡

🎊 You've just integrated Structurely + HubSpot, go celebrate

Questions, comments, concerns? Let us help!

If you aren't receiving a response from your AI Assistant, or don't see the conversation in your HomeChat dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page πŸ˜ƒ

Or you can send an email to help@structurely.com and I'll get back to you!

Happy closings!

- πŸš€ The Structurely Team

Did this answer your question?