What You Can Do with the HubSpot Integration

When you enable the HubSpot integration, you can connect your HubSpot contact data and LINE operations in a single screen. You can automate contact syncing, LINE chats from HubSpot, and sending LINE messages from workflows.

What You Can Do with the HubSpot Integration

At its core, the HubSpot integration links your HubSpot contact information with your Lumo friends and lets you drive LINE communication through actions taken in HubSpot.

Here is what you can mainly do:

You can leave the LINE operations themselves to the Marketing Agent. Once you share a Goal, the agent prepares the Segments and broadcast based on the attributes synced from HubSpot, and broadcasts them after your approval. Actions on the HubSpot side (such as workflow setup and inbox syncing) are available as options for when you want fine-grained control yourself.

How to Start the Integration

There are two ways to start the integration, and the available features and synced content are the same after connecting either way.

For detailed integration steps, see the article that walks through how to set up the HubSpot integration.

Syncing Contact and Company Data

HubSpot and Lumo exchange the data needed for customer management and LINE operations in both directions. From Lumo, operational data is written to HubSpot contacts, and from HubSpot, customer information is brought into your Lumo friends.

Data Written from Lumo to HubSpot

Information gathered through LINE operations is written as HubSpot contact properties. The main items are as follows:

Data Brought from HubSpot into Lumo

HubSpot contact information is brought into your Lumo friends and segmented broadcasts.

Adding Items to Sync

Contact properties such as name, email address, and phone number are not synced to Lumo by default. After connecting, you add only the items you need from the sync data screen.

On the sync data screen, you can review at a glance the mapping between HubSpot properties and items on the Lumo side, the sync rules, and the status of each item, and you can add more sync items from Add HubSpot Property.

Using LINE Chat from HubSpot

When you enable the HubSpot integration, you can view and reply to LINE conversations without leaving the HubSpot contact screen.

When you open a contact record in HubSpot, a card for opening the LINE conversation appears in the sidebar. When you open LINE Chat from there, Lumo's Chat appears within HubSpot, where you can view and reply to messages.

You can handle customer support in HubSpot and complete your LINE conversations as well, without switching screens.

Sending LINE Messages from HubSpot Workflows

You can add an action to a HubSpot Workflow that sends a LINE message. Triggered by events such as form submissions or lifecycle stage changes, you can automatically send LINE messages to contacts that match your conditions.

In the workflow action, you specify the LINE Official Account that will be the sender of the LINE message, and you can choose the message content in one of two ways:

When you enter the body directly, you can send multiple messages together in a single action. By combining this with HubSpot triggers, you can deliver LINE notifications at the right time.

Using HubSpot Lists

You can sync your HubSpot lists to Lumo and use them as targets for segmented broadcasts.

Synced HubSpot lists can be used as Segment conditions for a Message Broadcast. This lets you deliver LINE broadcasts to a narrowed-down customer group managed on the HubSpot side. Note that the Segments handled here are conditions for narrowing down recipients, which is a separate concept from the tags attached to friends.

Integrating Company Data and Company Objects

You can link HubSpot company information with Lumo group chats and handle B2B LINE communication on a per-company basis.

When you enable group chat syncing, LINE group chats are synced as HubSpot company objects. By using HubSpot company workflows, you can also automatically send messages to a group.

Using HubSpot Properties in Message Broadcasts

You can use contact properties synced from HubSpot as personalization fields in a Message Broadcast.

If you include personalization fields in the body of a text message or Rich Message, they are automatically replaced with each recipient's HubSpot data at broadcast time. This lets you deliver personalized content tailored to each recipient's name and attributes all at once.

Automatically Creating Contacts

You can automatically create HubSpot contacts when you gain a new friend on LINE.

When you enable automatic contact creation, a HubSpot contact is created when a friend is added or a message is received, and the LINE properties are set. You won't miss friends who aren't yet registered on the HubSpot side, and you can manage the same customer in both LINE and HubSpot.

Integrating with Multiple LINE Official Accounts

You can integrate multiple LINE Official Accounts with a single HubSpot account. Even when you operate multiple brands or stores, you can manage them centrally with one HubSpot account.

Each integration is distinguished by a property sequence number (a number assigned to each integration), and dedicated properties are created for each LINE Official Account. You can integrate up to 30 LINE Official Accounts with a single HubSpot account.

To change the property sequence number, you need to disconnect the integration once and integrate again.

Syncing and Re-syncing Data

HubSpot data is synced automatically on a regular schedule, and you can re-sync it manually when needed.

You can check the results of a sync in the sync history, where you can review the status (in progress, completed, or failed) and the number of contacts processed at a glance.

On the Dashboard, sync data, and settings screens, you can check the sync status, add sync items, check the inbox sync status, and disconnect the integration.

Inbox Syncing

Inbox syncing is an optional feature that brings LINE conversations into the HubSpot inbox.

You start the connection from the inbox settings on the HubSpot side, and you can check the current connection status on Lumo's inbox sync settings screen. The main items you can check are as follows:

When you enable inbox syncing, you can follow LINE conversations in the HubSpot inbox. Image attachments received on LINE are also displayed in HubSpot.

When you disconnect inbox syncing on the Lumo side, the syncing of new conversations stops. The channel settings on the HubSpot side are not deleted automatically, so if you no longer need them, delete them in the HubSpot inbox settings as well.

Notes on Scope of Use

Even without using inbox syncing, you can still use contact syncing, LINE chat from HubSpot, and LINE sending from workflows.

The current HubSpot integration does not write to deals or tickets from Lumo. This information is only referenced when needed.

Disconnecting the Integration

When you disconnect the HubSpot integration, the data synced from HubSpot and the ID linkage information with your customers are deleted.

You can disconnect from Disconnect Integration on the settings screen. The main data deleted after disconnecting is as follows:

If you are using HubSpot attributes in segmented broadcasts, disconnecting may affect your broadcast targets. After re-integrating, the links are rebuilt once your customers link their IDs again.

When Things Aren't Working

When data isn't displayed or synced in the HubSpot integration, first check the registration status and sync settings on the HubSpot side.

If that still doesn't resolve the issue, check the error details in the sync history on the Dashboard, and then try a manual re-sync.