Integrations
Your CRM, in the conversation.
Freesbe's HubSpot app brings deals and contacts into chat. Alerts post new deals, stage changes, won and lost deals and new contacts into the channels you pick. HubSpot links get a preview with the amount, stage and owner. /hubspot finds a contact or deal, and Log to HubSpot puts any message on a contact's timeline as a note.
Deal and contact alerts in any channel
Pick a channel and what to post: new deals, deals moving stage, deals won or lost, and new contacts. Leave out small deals with a minimum amount, and send big ones to #leadership and new contacts to #sales.
- Each card shows the amount, stage, close date and owner
- An Open in HubSpot button on every card
- Each alert is checked against HubSpot's signature and posted once
Previews under HubSpot links
Paste a link to a deal, contact or company and everyone in the conversation sees its name and key details, without opening HubSpot. Admins can turn previews off.
Look people up and log conversations
Type /hubspot and a name, email address or deal to find it, with an answer only you see. Choose Log to HubSpot on any message to add it to a contact's timeline as a note, with a link back to the message.
Questions
- Which plans include the HubSpot app?
- Every plan, including Free. An owner or admin connects it in Workspace settings, Integrations, CRM.
- What can Freesbe see and change in HubSpot?
- It reads contacts, companies, deals and deal owners' names, and adds notes to contacts when someone chooses Log to HubSpot. It doesn't change or delete anything else.
- Does Freesbe copy our CRM?
- No. Alerts and previews are made from the record when they're posted, and disconnecting deletes Freesbe's access straight away.