Set up HubSpot CRM Actions

The HubSpot CRM Actions section of your workspace will allow you to manage and configure Engagement creation, Contact ownership, Form properties, Company matching, and other relevant HubSpot settings.

In this article, we will cover the available pages and what they allow you to configure:

• Engagements
  • Event Creation
  • Event Deletion
• Contacts
• Guest Form Actions

Engagements

Event Creation

You can automatically create HubSpot CRM Engagements whenever a meeting is booked through Chili Piper. 

Here, you can manage the Engagement creation behavior across Meeting Types in this workspace. You can define whether it applies to all Meeting Types within the workspace, or set each Meeting Type individually. 

When an Engagement is created, you can also define the object the Contact is related to: A Ticket, Company, or Deal.

When setting for each Meeting Type individually, you have the ability to quickly and easily select the object relations, whether it creates an event at all, and associated meeting type.

Event Deletion

You can also define what happens when a meeting is deleted from your Calendar:

Choose to either keep the meeting listed within HubSpot CRM, or delete the engagement entirely. 

Contacts

When a customer fills out your guest form, you can define the behavior for creating and updating Contacts here. As with Engagements, you can apply it to all Meeting Types in the workspace, or individual Meeting Types.

By default, Chili Piper will create a Contact. You can choose whether or not this Contact's details are updated by the form the customer filled out, or to do nothing. Optionally, you can also choose not to create a new Contact at all. 

As with Engagements, if you choose to manage this by individual Meeting Type, a list will be presented to allow you to quickly and easily select the conditions for creating Contacts per Meeting Type.

Guest From Actions

Guest Form actions enable you to choose which fields we update in HubSpot CRM when a customer submits a form. You can define multiple Guest Forms here to match up with your booking links, or webforms on your site.

Configuring a Guest Form allows you to choose which Contact field it relates to, as well as whether you want to update the field or not on booking.