The HubSpot and Workplace by Facebook integration allows you to receive instant messages within Workplace when your HubSpot notifications are triggered. This article walks through setting up the Workplace by Facebook integration and managing the HubSpot notifications that are available to be sent to Workplace.
Please note: you need to be a System Administrator in Workplace to connect your Workplace by Facebook account to HubSpot.
Set up the Workplace by Facebook integration
- In your HubSpot account, click your photo or avatar in the top right-hand corner, then click Integrations.
- Click the All Integrations tab at the top.
- Search for the Workplace by Facebook integration, then hover over it and click View integration.
- In the dialog box that appears, click Connect to Workplace by Facebook.
- You'll be redirected to Workplace in a new browser tab. In the dialog box on the page, click Install.
- You'll now automatically receive your HubSpot notifications within Workplace if your HubSpot user email matches that of your Workplace user. What can I do if my HubSpot user email doesn't match my Workplace user email?
Please note: HubSpot notifications are sent on a per user basis, so other Workplace users will not be able to see your HubSpot notifications.
Managing HubSpot notifications for Workplace
The following HubSpot notifications will be triggered as instant messages in Workplace:
- View (i.e. document view)
To disable a notification type or specific notification from pushing to Workplace:
- In your HubSpot account, click your photo or avatar in the top right-hand corner, then click Profile & Preferences.
- In the left sidebar menu, click the Notifications sub-menu and select a notification type that's listed above.
- Click the Integrations tab.
- Uncheck the Workplace box to turn off all the notifications for that notification type, or uncheck the box next to a specific notification to turn individual notifications off.
To check if your notifications are pushing to Workplace:
- In your HubSpot Sales Hub account, click Tasks in the main navigation bar.
- Click Create a Task at the upper right of the tasks dashboard.
- In the pane that slides in on the right, enter a Title. Under Email reminder, click the Date dropdown and select the current date, then click the Time dropdown and select the next time closest to your current time. Then, click Create.
- When the time is reached, you'll be notified in Workplace of the task via instant message. Click View in HubSpot in the message window to open the task in HubSpot.
If your HubSpot user email doesn't match your Workplace user email, you'll receive an email and in-app notification to "Map your HubSpot user's email address to your Workplace user" when HubSpot attempts to push a notification to Workplace.
- In the email body, click View in HubSpot.
- You'll be redirected to the Integrations settings tab of the specific notification type that couldn't be pushed to Workplace in a new browser tab or window. Hover over the warning icon warning next to Workplace, then click Click here to map emails.
- In the dialog box that appears, enter your Workplace email address, then click Verify in Workplace.
- A modal will appear to inform you to go to Workplace to confirm your email within the next 24 hours. Click Done and navigate to Workplace.
- In Workplace, you'll receive an instant message to confirm that you want to map your HubSpot user to your Workplace user. Click Verify to proceed.
- You'll be redirected back to the Integrations settings tab of the notification type in HubSpot in a new browser tab or window. A dialog box will appear to inform you that your email addresses have been successfully mapped, and you'll now receive HubSpot notifications in Workplace. Click Done to finish.