Hubspot

Create Hubspot

SETTING UP Hubspot

Select the HUBSPOT from list of service
Click "LOGIN WITH HUBSPOT" for connect with hubspot app
(The new Popup window will open)

Click on Allow to allow Mail Director to access your Hubspot account for creating Tasks
Close the popup window
Click settings
Click Create New
Select "Hubspot" App

Configuration setup

SERVICE NAME

Service Name is the name provided by you for your service
Enter the Service Name

Information

Show contact

Show contact will show the information if the sender is exist in hubspot

ACTIONS

Create contact

Create contact will create the contact in hubspot with mapping the sender details
Select the send create contact check box
Click save to save the configuration

INFO CARDS

Show contact

Show contact will show the contact information if the sender contact is exist in the hubspot
You can click on the contact and it will open the contact in hubspot

DO ACTIONS BY USING SERVICE

create contact TO hubspot

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Hubspot

Clicking on Service create project will open the following fields

First Name
Last Name
company
Email
Phone Number
City
State

click on create contact

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