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Home > SnapEngage-HubSpot Timeline Integration for Salesforce Users

Categories: Integrations & Plugins

(Last Updated On: )

About This Article

The purpose of this article is to provide a comprehensive overview of how to use the HubSpot Timeline Integration for Salesforce Users.

The SnapEngage-HubSpot integration allows you to automatically send live chat event data to a contact’s timeline within HubSpot. For HubSpot users who have a secondary integration from HubSpot to Salesforce, please follow these steps to ensure the correct mappings of your live chat event data from HubSpot to Salesforce.

Configure your SnapEngage-HubSpot integration using our Setup Guide.

Configure your HubSpot-Salesforce integration to send live chat data. (Note: These settings must first be ‘turned on’ by HubSpot while still in beta mode.)

Navigate to your Salesforce integration Settings in HubSpot.
Click on Engagement Type Mappings.
Select your preferred mapping type. Note: this is currently a global setting for all HubSpot partner integrations. You can further customize your field mapping settings within your Salesforce account.