HubSpot

Step 1: Initial Connection Setup

Begin by opening the AIGEN integrations dashboard and selecting HubSpot. Authorize the connection using your HubSpot account and provide the required permissions. Confirm that the correct workspace and customer data sources are available before continuing with the setup.

Step 2: Customer Data Mapping

After connecting HubSpot, define which customer information should be shared with AIGEN. Map fields such as contacts, companies, leads, and activity records to the appropriate workflow data. Proper mapping helps maintain accurate information and prevents unnecessary duplication.

Step 3: Workflow Automation Configuration

Create automated workflows that respond to customer activity inside HubSpot. For example, a new lead can trigger an internal notification or start a follow-up workflow in AIGEN. Configure conditions, actions, and notifications to keep customer processes organized.

Step 4: Testing and Deployment

Before going live, test the integration using sample contacts and workflow activity. Verify that customer information is synchronized correctly and that automated actions trigger as intended. Once everything is confirmed, activate the integration and monitor the initial workflows.