# Hubspot

Channeled's Hubspot integration allows you to keep customer data in Hubspot up-to-date with the latest activity in Slack.

## Contents
- [Enabling the integration](/content/integrations/hubspot#enabling-the-integration/index.html)
- [Sync channel owners with Hubspot](/content/integrations/hubspot#sync-channel-owners-with-hubspot/index.html)
- [Sync customer statuses with Hubspot](/content/integrations/hubspot#sync-customer-statuses-with-hubspot/index.html)
- [Sync Slack activity back to Hubspot](/content/integrations/hubspot#sync-slack-activity-back-to-hubspot/index.html)
- [Update notes from Slack to Hubspot](/content/integrations/hubspot#update-notes-from-slack-to-hubspot/index.html)

## Enabling the integration

### Connect your Hubspot Account
Use **/channeled-integrations** to see the integrations available in Channeled and select Hubspot.

### Map Accounts in Hubspot to channels in Slack
Select Edit customer mappings and update which customer channels are mapped to individual Hubspot companies.

## Sync channel owners with Hubspot

### When to use this
Keep your source-of-truth, Hubspot, up-to-date with the latest owners for Slack channels and vice-versa:
- Make it easy for Customer Success Managers in Slack to quickly find their customers within the inbox.
- Keep Hubspot up-to-date when customer owner mappings change for Slack channels.
- Avoid requiring teams to update Slack owners and Hubspot owners separately.

### Configuration
1. **Select a field to sync Owners**
   Use /channeled-integrations and select “Sync customer owners”
2. **Start your sync**
   Click “Save” to populate your Slack owners with this field’s synced values for the first time.
3. **Updating channel owners from Slack to Hubspot**
   Once the sync is connected, updating the Customer Owner from your Channeled account will update the connected field in Hubspot.
4. **Updating owners from Hubspot to Slack**
   Once the sync is connected, updating the connected field in Hubspot to a new owner will automatically update the Customer Owner in your Channeled Slack inbox.

## Sync customer statuses with Hubspot

### When to use this
Keep your source-of-truth, Hubspot, up-to-date with the latest statuses of customer health or engagement that Slack channels are in:
- Make it easy for Customer Success Managers in Slack to quickly see what stages of maturity their channels are in.
- Keep Hubspot up-to-date when the status or health of a Slack channel changes.
- Avoid requiring teams to Hubspot manually when the health or status of a Slack channel changes.

### Configuration
1. **Select a field to sync Account Status**
   Use /channeled-integrations and select “Sync lifecycle stages”.
2. **Start your sync**
   Click “Save” to populate your Account Statuses with this field’s synced values for the first time.
3. **Updating statuses from Slack to Hubspot**
   Once the sync is connected, updating the Lifecycle Stage from your Channeled account will update the connected field in Hubspot.
4. **Updating statuses from Hubspot to Slack**
   Once the sync is connected, updating the connected field in Hubspot to a new status will automatically update the Lifecycle Stage in your Channeled Slack inbox.

## Sync Slack activity back to Hubspot

### When to use this
Automatically sync saved messages from your Slack inbox to Hubspot.
- Customize whether all customer messages from Slack are synced, or only specific saved messages.
- Use Hubspot Activity reporting to know when the last engagement in Slack happened.

### How to set up
1. **Sync the Hubspot Activity Feed**
   Use /channeled-integrations and select “Sync Activity Feed”.
2. **Customize which messages are synced**
   Select either “Manual” or “Automatic” options for syncing.
3. **Check your Hubspot Activity Feed**
   Once turned on, find the synced threads in your Hubspot Activity Feed.

## Update notes from Slack to Hubspot

### When to use this
If your Customer Success team regularly posts updates or notes about customers in Slack, this sync helps you:
- Log those updates immediately back to Hubspot.
- Keep updates organized in your Channeled inbox, without having to search for the update in Slack channels.

### How to set up
1. **Create a customer update in Slack**
   Post a customer update to a channel like you normally would in Slack and use Log a customer update action.
2. **Select the customer you’re updating**
   Select the customer you’re updating, check “Log back to Hubspot” and click “Save”.
3. **Check your Hubspot Activity Feed**
   Your customer update will be posted as a note in the Account’s Activity Feed.
