How to configure HubSpot Integration?

Convosense.ai
Sep 11, 2022

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  • Login or Signup to your Convosense account.
  • On signup please check your inbox for the verification code.
  • Now click on “integrations”, in the sidebar.
  • Now click on the Integrate button on the HubSpot card.
Convosense integrations page
  • Now complete the HubSpot Oauth 2.0 process to integrate Convosense with your HubSpot account.
HubSpot Oauth page
  • After completion, HubSpot will redirect you back to Convosense.
  • Convosense will automatically do your basic account setup.
Convosense default user setup
  • Now press the “View iCSAT recipes” button to view the default recipe created by Convosense for you.
Convosense default user setup completion
Convosense user recipe page
  • That’s it, your Convosense account has been set up and integrated with HubSpot.
  • Now any new email coming to HubSpot can be viewed in Convosense smart inbox. Access it using the Emails button in the side menu.
Convosense smart inbox
  • Press the Analytics button in the side menu to view the analysis done by Convosense on your emails.
Convosense analytics dashboard

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Convosense.ai
Convosense.ai

Written by Convosense.ai

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