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Steps to install the Treble integration in HubSpot

1. Log in to

   app.treble.ai

2. Go to Settings
3. Go to Integrations
4. Click on “Enable” in the HubSpot section

1

HubSpot installation flow

At this point, we are going to follow the instructions. The first step indicates to install the Treble application in HubSpot. First, make sure you have logged into your HubSpot account. Then, click where it says “Install here”Now you must choose the company you want to integrate with Treble. When selecting the account, a welcome message to Treble will appear. At this moment, you will know that the connection was successful.

It is normal that when selecting your company, the platform requests that you log in to HubSpot again. If this happens, simply click on the Treble icon and enter your credentials again.

➡️ Return to Settings, then to Integrations, and click on “Enable” in the HubSpot section to continue with the following steps.

2

Configure integration

In the second step, you must select the HubSpot property where you store your contacts’ phone numbers.Why is it important to select the phone property?Treble uses one of the two phone properties to identify your contacts. If you don’t select the phone property, Treble won’t be able to identify your contacts, and you won’t be able to send messages through Treble.

If you’re not clear about which property you use, you can go to HubSpot, then to Settings, Properties, and type “phone” in the search box. There you can check which property you use the most. You can watch the following video to make it clearer.

3

Set company identifier

The third step asks you to enter your company identifier in HubSpot.To obtain it, you must log in to HubSpot and copy the number you find in the upper left corner.

4

Enter email

To finish, in the fourth step, you must enter the email with which you access HubSpot. Then, click “Next”.

Congratulations! At this point, you have already integrated your company with Treble and HubSpot

5

Select agents

Right after entering your email, Treble automatically opens a modal so you can choose which HubSpot users you want to turn into Treble agents.You can search by name or email, select users one by one, or use “Select all”. The counter at the top (e.g. “1/10 agents used”) reflects your plan’s limit — you won’t be able to select more users than you have available.

If you don’t want to add agents right now, you can click “Don’t import agents for now”. Keep in mind this modal won’t show up again afterward — if you want to add agents later, you’ll have to do it manually, one by one. See Create a new agent.

If you select the user with the email you used to connect the integration, that agent will automatically be created with the Admin role. See Agent Roles for more information.

On confirm, Treble creates the selected agents. If any of them couldn’t be created (for example, because the email already exists as an agent), you’ll see a summary showing which ones failed and why.