Add social data to your HubSpot profiles

Use the HubSpot for Hootsuite app to enrich your customer profiles with data from X/Twitter and Facebook streams. HubSpot can help you better qualify your leads, run more effective campaigns, and offer a more personalized support experience. You can create new, and view and edit existing HubSpot contacts and tickets in Hootsuite with the HubSpot app.

Install the HubSpot app

Integration with HubSpot requires that you have an active Hootsuite account, access to a HubSpot account, and the HubSpot app installed.

1. Go to More, and then select App directory.
2. Search for HubSpot, select the app, and then select Install.

Connect your HubSpot account

1. In Hootsuite, go to More, and then select Streams.
2. From the bottom of an X/Twitter or Facebook post in your streams, select More actions, and then select Send to HubSpot.
   
3. Follow the steps to authorize your HubSpot account. You will be asked to authorize and sign in to HubSpot. If you have multiple HubSpot accounts, you will be prompted to choose the account you want to connect to Hootsuite.
4. Once you have successfully connected, select Return to Hootsuite.

Sign out of one HubSpot account and connect to another account

You can log out of one HubSpot account and connect to a different HubSpot account. To do this:

1. In Hootsuite, go to More, and then select Streams.
2. From the bottom of an X/Twitter or Facebook post in your streams, select More actions, and then select Send to HubSpot.
   
3. On the HubSpot screen, select Sign Out in the top right to sign out of your HubSpot account. To connect to a different account, follow the previous instructions under Connect your HubSpot account.

Create, view, and edit HubSpot contacts

1. In Hootsuite, go to More, and then select Streams.
2. From the bottom of an X/Twitter or Facebook post in your streams, select More actions, and then select Send to HubSpot.
   
3. You can create a new contact, view details for existing contacts, and edit existing contacts:
   • Create a new contact - Select Create Contact, enter the details for the contact, and then select Create Contact. The contact is created in your HubSpot account and associated with the X or Facebook post you selected in Streams.
     
   • View the details for an existing contact - Select the Contacts tab. You can use the search box to search for existing contacts. Select an existing contact name to view the social details from the X or Facebook post you selected in Streams. When you select an X or Facebook post from a user connected to the HubSpot app, Hootsuite automatically displays that contact's details.
     
   • Edit an existing contact - Select the Contacts tab. You can use the search box to search for existing contacts. Select the edit icon next to an existing contact, edit the details for the contact, and then select Update Contact.
     

Create, view, and edit HubSpot tickets

1. In Hootsuite, go to More, and then select Streams.
2. From the bottom of an X/Twitter or Facebook post in your streams, select More actions, and then select Send to HubSpot.
   
3. You can create a new HubSpot ticket, view the details for an existing ticket, and edit existing tickets:
   • Create a new ticket - Select Create Ticket, enter the details for this ticket, and then select Create Ticket. The ticket is created in your HubSpot account and associated with the X/Twitter or Facebook user you selected in Streams.
     
   • View the details for an existing ticket - Select the Tickets tab. You can use the search box to search for existing tickets. Select an existing ticket to view the details of that ticket. Ticket details include custom fields added by the app that show the social details from the X/Twitter or Facebook post you selected in Streams.
     
   • Edit an existing ticket - Select the Tickets tab. You can use the search box to search for existing tickets. Select the edit icon next to the existing ticket, edit the details for the ticket, and then select Update Ticket.
     

Attach social context to the HubSpot timeline

You can attach the details of the X/Twitter or Facebook post you selected in Streams as a Timeline event in the HubSpot app. You can create Timeline events for both tickets and contacts.

1. In Hootsuite, go to More, and then select Streams.
2. From the bottom of an X/Twitter or Facebook post in your streams, select More actions, and then select Send to HubSpot.
   
3. Select the Contacts or Tickets tab. Select the clock next to the existing contact or ticket. The timeline event is added and the clock changes to a green check mark .
   
4. Select the Contacts or Tickets tab, and then select a contact or ticket with a green check mark next to it to view the associated Timeline event in HubSpot. Select View Tweet or View Post to display the associated post.