HubSpot is a North American CRM focusing on inbound marketing, sales, and customer service. Gecko can integrate with HubSpot via Webhooks or an SFTP (Secure File Transfer Protocol) connection.
Webhooks
Webhooks are powerful tools for pushing Gecko contact/response to external applications. They're often used with third-party tools like Zapier, which catch the webhook before sending the Gecko data to other platforms such as HubSpot.
Engage
Webhooks can be configured within Engage on a workflow or system-wide integration level.
Gecko supports JSON, XML, and Form array webhooks.
Chat
Gecko Chat can be configured to automatically send JSON webhooks to your endpoint whenever a conversation is closed.
To start, go to Settings > Integrations, find the Webhooks card, and click Setup. Enter your end-point URL and optional auth key/values.
Once saved, any conversation that is closed on Chat will automatically push the conversation transcript, contact details, and a host of metadata to your webhook URL.
SFTP
Using an FTP (File Transfer Protocol) or SFTP (Secure File Transfer Protocol) server as a bridge between Gecko and your CRM or SIS is a powerful solution to automate data transfer.
To fully automate the data flow from Gecko to HubSpot via an SFTP, you'll need access to your own SFTP server and a tool such as Skyvia to set up the import/export configuration between HubSpot and the SFTP data.
Engage
Gecko can push data to your SFTP server hourly, daily, weekly, or monthly. Before setting up the integration, be sure you have access to an SFTP server. Additionally, you'll need the following information about your SFTP to hand:
Hostname - the hostname of your SFTP server
Port - the port Gecko should use to access your SFTP server
Username - the username of your SFTP user. This user should have sufficient permissions to create new files
Password - the password for your SFTP user
Destination path - the destination/path Gecko should write any CSV files to
Filename - What Gecko should call the CSV file that we write to the destination path
Once the exported data has been sent from Engage, you'll need to map Skyvia (or any other similar tool) to import the data into your HubSpot instance.
Learn more about pulling data from Gecko into your SFTP server here.
Chat
Gecko can be configured to push conversation data to your SFTP server daily, weekly, or monthly. Exports are managed by going to Settings > Exports and configuring a Recurring Export.
Once the exported data has been sent from Engage, you'll need to map Skyvia (or any other similar tool) to import the data into your HubSpot instance.
Learn more about pulling data from Gecko into your SFTP server here.
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