Chili Piper allows you to connect workflows between GSuite / O365 calendars and HubSpot CRM via API access. This level of access is granted through OAuth 2.0, so it's a simply process that takes only a few seconds!
Let's learn about the benefits of this connection, and how it's done:
Why connect to HubSpot CRM?
Chili Piper writes the meetings that are booked to HubSpot CRM as Engagements. Chili Piper can also assign Contacts and route based on rules. Furthermore, if someone books a meeting who didn't previously exist as a Contact in HubSpot CRM, Chili Piper can create the Contact so that your reps don't need to do so manually.
How is this done?
To initially access the application via OAuth, you need to be a HubSpot CRM admin. Login as that user to connect Chili Piper via OAuth here.
For the initial login, we recommend that the admin does the connection. You may choose to use a special "Sync User" at some point to avoid problems, should the Salesforce admin who originally connects leaves the organization or should you need to limit the scope of the Chili Piper Integration.
We'll prompt you to login via Salesforce on this screen:
Hit Allow
That's it!
For instances not already connected to any CRM, you can also enable the CRM connection through the org-level Integrations Page by clicking Connect next to HubSpot CRM:
You can only establish a connection to one type of CRM. If you have connected to one but want to instead integrate with another, please contact support@chilipiper.com.
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