Setting Up HubSpot CRM eWidget

To integrate HubSpot CRM eWidget with Trident:

Using the HubSpot CRM eWidget

The HubSpot CRM eWidget's homepage has the following functions:

• Create Contact: Enables you to create and store contact details in HubSpot's CRM database. 
• Create Company: Enables you to create and store company details in HubSpot's CRM database. 

Adding a Contact

As you browse your emails, if a contact is already stored in HubSpot's CRM, their details will be listed. If not, you'll have the option to add them to the database. To do so:

1. Select Contact from the drop-down menu. 
2. Click Add to Contacts to add the contact details from the email in the selection.
3. Fill in the required details in the form that appears.
4. Click Save. 

Notes: 

• Email is a mandatory field. 
• If there is more than one recipient in the selected email, click the email drop-down in the HubSpot CRM eWidget to view the rest and add them as contacts. 
  

Adding a Company

To add a company to HubSpot's CRM:

1. Select Company from the drop-down menu. 
2. Click Add to Company to add the company details from the email in the selection. 
3. Fill in the required details in the form that appears.
4. Click Save. 

Searching for a Contact or Company

To search for a contact or company:

1. Choose between Contact or Company from the drop-down menu.
2. Type the contact or company's email address in the search box. 
3. Hit return. 

Managing Contacts and Companies

You can send emails, view contact and company information, add notes, schedule events, and create deals and tasks.

Sending Emails

To send an email to a contact or company from the HubSpot CRM eWidget, select the Send Email option. The Mail Composer will open with the contact or company's email address pre-populated, so you can simply compose and send the email.  

Note: In addition to sending emails using the HubSpot CRM eWidget, you can also compose emails from Trident's Mail module and choose to auto-add the log emails in the Bcc field. Learn more

Viewing Information 

To view a contact or company's information:

1. Choose between Contact or Company from the drop-down menu.
2. Type the contact or company's email address in the search box. 
3. Hit return and the information will be listed under the Info tab. 

Adding Notes

To add a note for a contact or company:

1. Choose between Contact or Company from the drop-down menu.
2. Type the contact or company's email address in the search box. 
3. Hit return. 
4. Under the Info tab, go to the Notes section and click the Plus  icon.
5. Jot down the necessary information and click Save. 

Scheduling Events

To schedule an event and associate it with a contact or a company:

1. Choose between Contact or Company from the drop-down menu.
2. Type the contact or company's email address in the search box. 
3. Hit return. 
4. Go to the Schedule tab.
5. Click the Plus  icon.
6. Enter the meeting's title, start time, and the event's duration. 
7. Click Save. 

Note: Meeting Title and Start Time are mandatory fields. 

Creating Deals

To create a deal for a contact or a company:

1. Choose between Contact or Company from the drop-down menu.
2. Type the contact or company's email address in the search box. 
3. Hit return. 
4. Go to the Deals tab.
5. Click the Plus  icon.
6. Fill in the required details.
7. Click Save.

Note: Deal Name, Pipeline, and Deal Stage are mandatory fields. 

Creating Tasks

To create a task associated with a contact or a company:

1. Choose between Contact or Company from the drop-down menu.
2. Type the contact or company's email address in the search box. 
3. Hit return. 
4. Go to the Tasks tab.
5. Click the Plus  icon.
6. Enter the task title and pick a due date.
7. Click Save. 

Removing HubSpot CRM eWidget

To remove HubSpot's integration with Trident: 

1. Log in to your Zoho Mail account. 
2. Click the Toggle eWidget  icon in the right pane.
3. Search for HubSpot and click it open. 
4. Click the Edit Settings  icon.
5. Remove the authenticated domain and click OK in the alert that appears.