HubSpot

A hook posts "Hot lead" in #sales. Your rep clicks Open in HubSpot and lands on the contact they will call. The Jellyhook card on that contact says they came from your spring campaign ad, read pricing for two minutes and came back twice, and Open visit chart shows the whole visit.

1. In Jellyhook, open Integrations. Under CRM, click Connect on HubSpot. An owner or admin of the site does this.
2. HubSpot asks you to pick an account and approve. Jellyhook asks only to read contacts.
3. Back in Integrations, HubSpot shows Connected with the account number. This also installs the Jellyhook app in that HubSpot account.
4. Add the card to your contact records. HubSpot never shows a new card by itself: see the next section.

Do this once, in the HubSpot account you connected. Everyone in the account then sees the card.

1. In HubSpot, go to CRM → Contacts and open any contact.
2. Click Customize at the top of the middle column, then Default view.
3. Choose the tab you want the card on (for example the Overview tab).
4. Hover where you want the card and click the + button.
5. In the right sidebar open the Card library tab, open the Card types list and choose App.
6. Click Add card under Jellyhook, close the sidebar, then click Save and exit (top right).
7. Reload the contact. The Jellyhook card is there.

• With HubSpot connected, a hook's Slack message has Open in HubSpot instead of Open the lead. Each hook can choose under Slack message, Customize, Open the lead in: HubSpot, Jellyhook, or both buttons.
• The contact is found when the button is clicked, by the email the lead sent in your form. A HubSpot form creates its contact a few seconds after it is sent, so by the time someone clicks, the contact is there.
• If HubSpot has no contact with that email, a short page says so, with Look again and Open in Jellyhook. If the lead has no email, or HubSpot does not answer within 4 seconds, the button opens the lead in Jellyhook instead.
• Webhooks also receive the link, as lead.hubspot_url.

At the top, a count of the hooks that caught the contact's leads and of their marks, and the Short, Moderate and Long switch for the summaries. Then, for the contact's email, their Jellyhook leads (newest first, up to 5), each in its own box. In each box:

Who sees it

Anyone who can open the contact in your HubSpot account. Your sales team does not need a Jellyhook account. The card and the chart never show the form's answers; the contact's own details are already in HubSpot.

• You do not see the card at all: it was not added to the contact view (see Add the card to your contacts), or the app is not installed in this account.
• "No Jellyhook visits for this email": nobody sent a form tracked by Jellyhook with that email, or it was sent on a site not connected to this HubSpot account.
• "No email on this contact": Jellyhook matches by email.
• "Reconnect Jellyhook": HubSpot stopped accepting the connection (for example, the app was removed in HubSpot). Connect again in Integrations.
• "This chart link has expired": a chart opened from the card stays readable for 30 minutes. Close it and open it again.
• Open in HubSpot shows "No HubSpot contact yet": HubSpot has no contact with that lead's email in the connected account. A contact can take a minute to appear, and a form that HubSpot treats as spam creates none. Click Look again, or open the lead in Jellyhook.

• One HubSpot account per Jellyhook site. Several sites can connect to the same HubSpot account; the card then shows leads from each.
• Contacts only, matched by email. No companies or deals yet.
• Nothing is written to HubSpot: no notes on the timeline, no contact properties.

Hooks and notifications, Lead profile page, Acquisition.