HubSpot

luftflow works in your HubSpot account as its own app. It can:

• Create or update a contact by email: a contact HubSpot already has is updated, anyone else is created.
• Find a contact by phone or email, such as the caller's own number, so a flow can greet them by name.
• Create a deal at a stage of your default pipeline, such as closedwon for a sale already paid.

Connecting

Open Connectors → HubSpot and press Connect HubSpot. HubSpot asks you to pick an account and approve reading and writing contacts and writing deals. luftflow never sees your HubSpot password.

HubSpot's access lasts half an hour at a time; luftflow renews it in the background, so steps keep working. If someone removes luftflow's app from the account, the team's owners get an email and the connector's page offers Reconnect.

Staging uses the same account as live until you connect a separate one, such as a HubSpot test account, for staging.

Stages

A deal's stage is the stage's internal name in your pipeline, such as appointmentscheduled, qualifiedtobuy or closedwon in HubSpot's default sales pipeline. HubSpot's pipeline settings show the internal name of a stage you added yourself.