The HubSpot integration will update information ( Contacts / Notes / Meetings) from your BMS account. The integration is available on paid subscriptions, only the Account owner will be able to set up the integration.
- To integrate with HubSpot, navigate to the integrations page from the left menu. Click on “HubSpot” to connect. You’ll log into your HubSpot account using your unique credentials to successfully integrate. You’ll see a green text “Connected” on the integration page besides “HubSpot”.
- Make sure to allow BMS permissions to the HubSpot account and you’re all set!
New bookings
- Anytime someone makes a booking on one of your BMS pages, the integration will look at your HubSpot account to see if that person is already a Contact.
- If they are, BMS will add a new meeting to the activity stream of that Contact.
- If they are not, BMS will create a new Contact, with the meeting in the activity stream, and will assign that Contact to an Owner.
- If the Contact already exists and has an email address, phone number, or other contact properties already set, BMS will not override these contact properties. If the properties are not filled, BMS will fill them.
Reschedule or Cancel
- If a booking in BMS is rescheduled, or canceled, the meeting will be updated to reflect this change. It will also include who rescheduled and, if relevant, the cancellation reason.
Changes made within BMS
- If you edit the details of your booking on the booking details page, or add a note to the booking, this will automatically update the HubSpot meeting activity.
- Please note: HubSpot Contacts are based on email addresses, so if you edit the email address in the booking details, it will create a new Contact in HubSpot. Any time changes (reschedule, cancel, etc) to the meeting will be applied to the original Contact’s activity.
HubSpot configurations
- Fields from your BMS booking form can be set as Contact properties in HubSpot. This allows HubSpot account owners to filter, create lists, create workflows, etc.
- There are HubSpot properties that we automatically map to standardized BMS booking information. This includes First Name, Last Name, Email, Phone number, Mobile Phone number, Timezone, etc.
