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HubSpot integration guide

HubSpot integration guide

Updated 2 weeks ago

Covve Scan integrates with HubSpot to streamline lead capture. Using this integration, captured leads, along with all their details, are transmitted to HubSpot.

The Covve Scan user logins to its HubSpot account via the Covve Scan app in order to enable the integration. As soon as the integration is enabled the user can send captured leads to HubSpot as a Contact. The app maps Covve Scan data to the appropriate HubSpot Contact fields, ensuring seamless CRM integration.

 

How to enable the HubSpot integration

From the Covve Scan main page tap on the burger menu on the top left.

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Go to Settings -> Integrations and find the HubSpot one. Tap on Connect.

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You will be redirected to a HubSpot website. Login to HubSpot using your HubSpot credentials.

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Upon successful login you’ll return in the Covve Scan app and you’ll see that your HubSpot account is connected.

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Tap on the HubSpot tile and visit the informational integration page in order to see the logged in user.

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The integration is not set and ready to be used.

 

 

How to use the HubSpot integration

Go to the Covve Scan homepage and scan a business card by taping on the Scan button on the bottom right of the screen. Upon successful scan, tap on the 3-dot menu on the bottom left of the contact.

Tap on “Send to HubSpot”. Upon successful sent, the app will show a green notification at the top.

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Go to your HubSpot environment and find the exported contact in the Contacts section.

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Data Transmitted

The mapping of Covve Scan data to HubSpot Contact is the below.

Cove Scan field HubSpot Contact field First part of Full Name firstname Last part of Full Name lastname Company company Job Title jobtitle First Email email First Phone phone Second Phone mobilephone First Website website Address.Street address Address.City city Address.State state Address.PostalCode zip Address.Country country

 

The Contact is assigned to the logged-in HubSpot user by setting the hubspot_owner_id field on the Contact.

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