Connect HubSpot to Ignis
Tag someone in your Ignis inbox and they become a HubSpot contact, with the tag on their record. Remove the tag and HubSpot records that too.
Before you start
An Ignis Growth or Agency plan. Connecting a CRM is included on both.
Owner or admin access to your Ignis workspace.
A HubSpot account where you are allowed to install apps.
01Connect
Connect in under a minute
- 01
In Ignis, open Clients and choose the client whose contacts belong in this CRM.
- 02
Open the CRM tab, press Connect a CRM and choose HubSpot.
- 03
A HubSpot window opens. Sign in, choose the HubSpot account and allow access.
- 04
The window closes by itself and the CRM tab shows HubSpot as connected.
You connect by signing in with HubSpot itself, so your HubSpot password never reaches Ignis. HubSpot may ask you to confirm before installing an app that is not on its marketplace yet. Confirm, and the install carries on as normal.
02Use it
Tag someone, and HubSpot follows
Add a tag to someone in your Ignis inbox, from Instagram, Messenger or WhatsApp. Ignis looks for them in HubSpot by their phone number or email address, and only an exact match counts. A WhatsApp contact brings their number with them, and you can add a phone number or email to anyone from their panel in the inbox. Both kinds of matching start switched on, and you can turn either one off in the CRM tab.
One match. Ignis links the two and uses that record from then on.
More than one. Ignis waits rather than guess, and asks you to pick the right record under Needs your decision in the CRM tab.
None. Ignis creates a HubSpot contact for anyone it cannot match, named as they are in your inbox, with any phone number or email you have for them.
Taking a tag off someone HubSpot has never seen changes nothing there. Every sync is listed in the CRM tab with what happened, so you can always see where a person went.
Changes travel one way, from Ignis to HubSpot. Edits your team makes inside HubSpot stay there and change nothing in Ignis.
03Your data
What Ignis writes, and what it reads
| Field in HubSpot | What goes in it |
|---|---|
| First name | Their name from your inbox, on contacts Ignis creates. |
| Phone | Their WhatsApp number, or the number your team added in the inbox, on contacts Ignis creates. |
| The email your team added in the inbox, on contacts Ignis creates when no one in HubSpot has it yet. | |
| Ignis social handle | Which person in Ignis this contact is, so every later sync lands on the same record. |
| Five Ignis: properties | The last tag added or removed in Ignis, which of the two it was, and when. |
When Ignis links to a contact that was already in HubSpot, it only fills in its own Ignis properties. The names, emails and numbers your team entered are left as they are.
Ignis reads HubSpot only to find the right person by phone number or email address. It does not copy your contact list into Ignis. It keeps the link between each person and their record, and the list of syncs you see in the CRM tab. The privacy policy covers the rest.
The access Ignis asks for
- View and edit contacts
- To find the right person, and to create or update their contact.
- Create contact properties
- To add the Ignis Integration property group on the first sync.
- Basic account details
- HubSpot asks for this on every app. It tells Ignis which HubSpot account it is connected to.
04Disconnect
Disconnect whenever you like
In Ignis, open the client, go to the CRM tab and press Disconnect. Syncing stops at once and Ignis gives up its access to HubSpot.
In HubSpot, open Settings, then Integrations, then Connected Apps. Find Ignis and choose Uninstall. Ignis can no longer reach your account from that moment, so disconnect it in Ignis too and the CRM tab stays tidy.
Contacts and properties Ignis created stay in HubSpot. If you no longer want them, delete the Ignis Integration property group in Settings, under Properties.
05Help
Stuck? A person answers.
Email support@ignisapp.co or message us on WhatsApp at +971 55 540 9172. We aim to reply within one business day.
Your inbox and your CRM, in step.
Growth is AED 49 a month for one brand. Agency starts at AED 49 and adds client workspaces at AED 29 each.
No card required. Basic stays free.