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Connect HubSpot to Freesbe

How-toFor adminsReviewed Guides: HubSpot

Connect HubSpot and your sales team sees new deals, stage changes, wins and losses in a channel, gets a preview under every HubSpot link, finds contacts with /hubspot and logs conversations to a contact’s timeline. You need to be a Freesbe owner or admin, and able to install apps in your HubSpot account.

#sales with HubSpot alerts for a deal won and a new deal, and a HubSpot link with a preview of the Fabrikam deal

1. Connect your HubSpot account

Section titled “1. Connect your HubSpot account”
  1. Open Workspace settings → Integrations & apps → Integrations → CRM and click Connect HubSpot.
  2. Sign in to HubSpot, pick the account to connect and click Connect app.
  3. You’re back in Freesbe with Connected next to HubSpot.

Workspace settings, Integrations, CRM: HubSpot connected to northwind.example, link previews on, and two alerts

You can start from HubSpot’s App Marketplace too: install Freesbe there and Freesbe asks which of your workspaces to connect. A workspace connects one HubSpot account.

2. Add alerts

Section titled “2. Add alerts”
  1. Under Alerts, click Add alert.
  2. Pick Post to channel, for example #sales.
  3. Tick the Alerts to post: New deals, Deals moving stage, Deals won, Deals lost, New contacts.
  4. Set a Smallest deal to post if you only want the big ones.
  5. Click Add alert to save it, then choose ⋯ → Send a test alert to see a sample card.

Add more alerts for different channels: deals over $50,000 to #leadership, new contacts to #sales.

Section titled “3. Decide on link previews”

Show a preview under HubSpot links is on to start with. Everyone in the conversation sees a preview, guests included, so turn it off in Integrations → CRM if your CRM details shouldn’t be shared that way.

4. Tell your team what they can do

Section titled “4. Tell your team what they can do”
  • Type /hubspot Contoso to find contacts and deals. Only you see the answer.
  • Hover over a message, click ⋯ → Log to HubSpot, pick the contact and click Log note. The note goes on the contact’s timeline with a link back to the message.

Log to HubSpot: the contact’s email address and the note

If something’s wrong

Section titled “If something’s wrong”
  • HubSpot shows Needs reconnecting. Someone uninstalled Freesbe in HubSpot. Click Reconnect.
  • A deal didn’t post. Check the alert covers that kind of change, it isn’t turned off, and the deal is worth at least the Smallest deal to post. Last alert shows when it last posted.
  • No preview under a link. Previews only show for the connected HubSpot account, up to three links per message, and only while previews are on.
  • Log to HubSpot finds several contacts. Pick the right one and click Log note again.

Disconnect

Section titled “Disconnect”

Click Disconnect in Integrations → CRM. Your alerts are kept for when you connect again. To remove Freesbe from HubSpot too, uninstall it in HubSpot under Settings → Integrations → Connected apps.

See HubSpot for more.