Integrations are the simplest way to quickly populate your Gloo account with people. Rather than adding people one by one or waiting on your congregants to text into your Gloo phone number, you can easily upload your entire contact list into your Gloo account with just a few clicks.
How to set up a HubSpot integration
Find the HubSpot integration by navigating to People -> Integrations and click Connect under the Hubspot integration.
Verify you have permission to text the numbers you will be importing and click Connect now.
You will be redirected to sign into/choose your HubSpot account.
Note: Our HubSpot app is in the process of being verified by HubSpot, and in the meantime you will need to approve the connection. Scroll to the bottom of the verification page and click Connect app.
Once you've signed in, you will be taken back to your Gloo account. Select if you want to sync all people from your Hubspot account OR if you only want certain groups to be integrated. Under the Sync scope dropdown, you can chose to Sync people only or Sync lists to sync full groups of people.
Important: Make sure to check out the notes in our Integrations Overview article to view requirements for which contacts Gloo is able to pull over from your HubSpot account.
Once you toggle the Sync options you'd like to use, click Sync now to finalize the Integration. Note that Sync nightly is OFF by default. If you would like for the sync to automatically update every night, toggle this option on.
Any groups you bring over from Hubspot will automatically be created as Groups in Gloo. You can view the people in each list under the People menu by navigating to People -> Groups. Any adding/removing people from Hubspot groups needs to be done through Hubspot, not Gloo.
Viewing, Editing, and Disconnecting your Integration
Once you have signed in, you'll be able to view or edit your Integration by going back to People -> Integrations and clicking View under the Hubspot integration
If you want to change your integration settings (which groups are synced, nightly sync, etc), simply view the Integration and toggle the options the way you'd like them, and then click Sync Now.
Note: If you deselect a group you previously had synced, that group will still be active in Gloo, but it will no longer sync with Hubspot to update.
If you want to disconnect your HubSpot integration, go to the main page at People -> Integrations and click Disconnect under the Hubspot Integration. This will not remove any People that you have integrated, but it will prevent any future syncing and remove any previously synced HubSpot groups from the Gloo Groups tab.
