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With the app installed in your account and the extension downloaded, you can start creating your first flows within the platform. If you haven’t done so yet, make sure to complete the setup

here

. Let’s create your first flow within the platform. In this guide, we’ll create a conversation in Treble and send it.
1

Create your conversation with an action

On the

conversations page

, click to create a new conversation.Once inside the screen, select the HSM block you want to send, and then select the “CRM Action” block.Click the “CRM Action” block and configure it to update the contact; we’ll update the “Stage” field of the Contact in HubSpot. Choose the stage you want to update and click “Publish”.Configure the CRM Action block to update the contact's stageSend the conversation normally to the number you want.
2

Verify the update in HubSpot

Once the conversation is sent and the HSM is replied to, the contact’s stage field will be updated in HubSpot:Contact's stage field updated in HubSpot
Now that you know how to create a base flow, explore other ways to take advantage of the integration with the resources below:

Features

Discover everything you can do with the integration.

Blocks

Use HubSpot blocks within your Treble conversations.

HubSpot + AI

Connect HubSpot with Treble’s AI agents.