Integrating Birdeye with HubSpot
.png)
Once HubSpot is integrated with Birdeye, Birdeye will pull client information from HubSpot once daily from the cases that were closed on the previous day. Birdeye collects the first name, last name, email address, and phone number of your clients and automatically sends them to review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for HubSpot:
| Trigger Name | Trigger Description |
| HubSpot Custom Status Deals Trigger | This trigger is used to fetch contact data based on the closed/custom status deals. |
| HubSpot Contact Trigger | This trigger is used to fetch contact data based on the contact trigger key from the custom properties group. |
Birdeye Lead Trigger |
This trigger is used to push lead details from Birdeye into CRM. |
Contact Sync Trigger |
Contact Sync trigger is used to sync all contacts created on a daily basis from CRM to Birdeye. |
HubSpot Ticket Status Tigger |
This trigger is used to fetch contacts from the tickets. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.
To complete the process, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. At the bottom of the 'Settings' page, click on the 'Authorize HubSpot' button under the CRM integrations header.
.jfif)
After you click on the authorization button, you will be redirected to the HubSpot website. Enter the email address and password associated with your HubSpot account and click on 'Log in'.
.png)
Once you have logged in to your HubSpot account, Birdeye will ask for certain permissions to obtain client data from your HubSpot account. Click on the 'Grant Access' button at the bottom to complete the integration process.
.png)
After the access has been granted, you will be redirected to the Birdeye dashboard and an 'Authorized' message will appear right next to HubSpot.
.jfif)
FOR ENTERPRISE - LOCATION CUSTOM FIELD NAME
Follow the below steps to find the location custom field name:
HANDY TIP: To ensure deals are mapped to the right business location, it is essential to create a custom deal property within your HubSpot account.
Login to the Hubspot account with your credentials.
To create a new custom deal property, click on the 'Create a property' button under the 'Deal properties' tab on the 'Property settings' page.
NOTE:
A new property is not required if such a deal property already exists.
Enter the 'Location Custom Field Name' under the 'Label' field (Eg: 'Location') and select 'Dropdown select' as the 'Field type.' Now, enter the name of all your business locations under the drop-down menu and click on the 'Create' button to save your selection.
IMPORTANT:
The 'Location' custom field will appear every time you are in the process of creating a deal. To map a deal to a particular location, select the right location from the drop-down menu.
NOTE:
- In case the 'Location' property is not visible while creating a deal, you can customize all the properties that are visible in the ‘Settings’ tab. To learn how to customize a property, refer to the steps detailed under the heading 'CUSTOMIZE THE PROPERTY.'
- In the case of ticket service, it's mandatory to keep the location field name as 'Location.'
CUSTOMIZE THE PROPERTY
Follow the below steps to customize the property:
To customize a property, click on the 'customize the properties' link at the bottom as shown in the image.
Then, select the 'Location' option and click the 'Save' button to save the settings.
INTERNAL NAME OF DEAL PROPERTY
Follow the steps detailed below to find the ‘Internal name’ of any deal property in a Hubspot account:
Navigate to the 'Sales' tab on the top panel. Then, click on 'Deals' and select the 'List View' icon.
On the new page, click on the 'Actions' drop-down menu, and select the 'Edit properties' option.
Now, search for the required property.
Click on the 'Edit' button.
Go to the two arrow icon. Here you can access the internal name.
In the above case, the 'hubspot.location.custom.field.name' would be the 'locationproperty.'
LOCATION NAME
Follow the below steps to find location names (for Enterprise setup only):
Once you have the location, a custom field name and location name(s) are requested for each Birdeye location. Make sure you have the 'Internal value(s)' of these locations.
You have to follow the steps mentioned to find the Internal Name in the above section, and then refer to the 'Internal values' in the 'Dropdown select' as shown below:
