Connecting to HubSpot

Setting it up

1. In BMexa go to Marketing › Integrations, open the platform card and click Add connection. Give it a Connection name, choose who leads land with under Leads land with, pick a Campaign if the source belongs to one, and click Create connection. The connection’s webhook URL is shown; copy it.
2. In HubSpot: Automation › Workflows › Create a contact-based workflow. Trigger: Contact created, or Form submission. Add the action Send a webhook (Operations Hub): Method POST, Webhook URL = the BMexa URL.
3. Save on the platform, then submit a test entry. The lead appears in Clients and the assignee is alerted.

What happens when a lead arrives

• The lead is created in Clients within seconds, with the source name on the record and on the alert.
• The person you chose on the connection is assigned and gets an in-app alert (and a browser push if they allowed it). If they turned on Lead alerts on WhatsApp, they also get the lead on WhatsApp from BMexa’s number, or from your own connected number when its card has the lead-alert option on; the client’s phone and email are masked in that message.
• Every field we recognise fills the client record: name, phone, email, city, project, budget, purpose, message, campaign. Any other field is kept as a form field and written to the remarks, so nothing the form captured is lost.
• A phone number that already has an open enquiry does not create a second lead: the message is added as a remark on the existing one, and if it came from a different source a lead clash is raised for the manager to settle.
• Assignment rules, duplicate settings and auto-replies apply to these leads as they ship (see Automations & WhatsApp).