Install Mercuri in HubSpot

1. Go to the Installation Page:

   • Visit https://www.mercuri.cx/hubSpot to begin the installation.

2. Authorize Mercuri in HubSpot:

   • Click Install App and log into your HubSpot account.

   • Review the requested permissions and click Allow and Install.

3. Create a Mercuri Account:

   • After installing the app, sign up for a Mercuri account if you haven’t already.

4. Onboard a Phone Number:

   1. Add a phone number to your Mercuri account to start sending and receiving messages.

   2. Navigate to Settings > Channels > SMS in Mercuri and complete the SMS onboarding process.

      1. Here's the link to help you get started with SMS: https://docs.mercuri.cx/sms-integration

   3. Navigate to Settings > Channels > WhatsApp in Mercuri and complete the WhatsApp onboarding process.

      1. Here's the link to help you get started with WhatsApp: https://docs.mercuri.cx/whatsapp-integration

What happens during connection:

• Mercuri receives an OAuth token to call HubSpot APIs on your behalf.

• Mercuri creates webhook subscriptions to listen to contact changes/conversation events (so messages get logged to HubSpot timelines).