Hubspot
Setup
Click into the App Directory from your Pylon dashboard and then click on the Hubspot integration to view setup instructions.
Usage
Activity Sync
Everyday, Pylon scans your customer channels for conversations that were had. For every conversation, we use AI to summarize the details, and sync the summary to the relevant Account
in Hubspot.

Contact Sync
When someone new joins a prospect or customer channel, we add that contact to Hubspot and link it to the relevant Account
.

Account Cards
See Pylon account cards directly on Hubspot accounts. View information from Pylon like which Slack channel is connected to this account and a direct link to it.

Channel Creation from Hubspot
You can greatly simplify Slack channel creation using our Hubspot widget. Fill out the desired channel name on the deal or company page and click Create Channel
from the sidebar the following will automatically happen:
Channel will be created and named
You will be invited to the channel
All contacts tied to the deal/company will be sent an invite to join the channel
Pylon will be enabled within the channel

Broadcast Filtering
You may want to send a Broadcast to a set of customers based on data stored in Hubspot.

Issues
View and filter Issues
by Hubspot tags.
Account Details on Issue
See account level details while working on an individual issue in the Issue sidebar.

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