HubSpot, Pipedrive and Slack

These integrations are on Pro and Agency, under Settings, Integrations. Only the workspace owner or an admin can change them.

HubSpot

1. In HubSpot, go to Settings, Integrations, Private apps and create one with the crm.objects.contacts read and write scopes.
2. Copy its access token.
3. In Hollerly, paste it under CRM sync and click Connect HubSpot. Hollerly checks the token before saving it.

Pipedrive

In Pipedrive, open your profile menu, Personal preferences, API, and copy your API token. Paste it in Hollerly and click Connect Pipedrive.

What syncs, and when

When a lead replies, gets a tag, changes pipeline stage or books a meeting, Hollerly creates or updates the contact in your CRM and adds a note with the event, the reply text, the tag, the stage, the meeting time and the LinkedIn URL. In HubSpot it fills first and last name, company, job title, website (their LinkedIn URL) and email. In Pipedrive it fills name and email.

To push one lead now, click Sync to CRM now on the lead's page. If the CRM rejects the token, the connection shows "needs a new token"; paste a fresh one.

Slack alerts

1. In Slack, add the Incoming Webhooks app to a channel and copy the URL. It starts with https://hooks.slack.com/.
2. Paste it into Incoming webhook URL in Hollerly.
3. Under Post when, tick Replies and interested leads, Meetings booked and/or Deals marked won, and click Save.
4. Click Send test to check it works.