Cheerful + HubSpot integration

How the HubSpot integration works

There is no HubSpot screen inside Cheerful. You tell the agent what you want in plain English, once or as a standing automation on a campaign.

What can you do with Cheerful and HubSpot?

6 ways influencer teams use this connection today. Each one is something the agent does now, not a roadmap item.

• Add influencers to HubSpot automatically when they opt in

  When a creator opts in to a campaign, the agent creates or updates their HubSpot contact with name, email, handle and follower count, so partnerships show up in the same CRM as customers and wholesale accounts.

  1. Creator opts in
  2. Your automation runs
  3. Contact created in HubSpot

• Log influencer collaborations as HubSpot deals

  Once a rate is agreed, the agent creates a deal in a "Creator partnerships" pipeline with the fee and deliverables, associates it with the contact, and moves the deal stage as the post goes live.

• Log influencer conversations as HubSpot notes

  Ask the agent to add a note summarizing the negotiation, the shipping address status or the posting date, so anyone opening the contact in HubSpot sees the partnership history without logging in to Cheerful.

• Create HubSpot tasks for creator calls and contract reviews

  For creators who ask for a call or a contract review, the agent can create a HubSpot task assigned to the right owner instead of leaving it in someone’s inbox.

• Check whether a creator is already in HubSpot

  Before outreach, the agent can search contacts by email or any property, so a creator who is already a customer or partner is spotted before a cold pitch.

• Enroll new creators in a HubSpot workflow

  Ask the agent to enroll each creator added to a campaign in an existing HubSpot workflow, such as an internal onboarding sequence.

What Cheerful's agent can do in HubSpot

HubSpot exposes 262 actions to Cheerful’s agent. These are the ones influencer teams actually use:

• Create, update or upsert contacts
• Search contacts by email or any property
• Create and update deals
• Move a deal through pipeline stages
• Associate a deal with a contact or company
• Add notes to a contact or deal
• Create tasks for a teammate
• Create a HubSpot list
• Enroll a contact in a HubSpot workflow

How to connect HubSpot to Cheerful

Setup takes 4 steps. Connected apps are added from the app catalogue in Settings.

1. 1

   In Cheerful, open Settings, go to Integrations and search the app catalogue for HubSpot.

2. 2

   Click the HubSpot tile and sign in to your HubSpot account. The connection uses HubSpot’s own OAuth consent screen.

3. 3

   Cheerful opens a chat that starts with “I just connected HubSpot. What can Cheerful do with it?” Ask for a one-off job, like logging this campaign’s opted-in creators, or for an automation.

4. 4

   Automations are set up in chat on a campaign. They run when a creator opts in, replies or is added to the campaign, or on a schedule, and the agent tests each one on a real creator thread before you switch it on.

What the HubSpot integration does not do

Stated plainly, so you can plan around it before you connect.

Cheerful and HubSpot: common questions

Does Cheerful integrate with HubSpot?

Yes, as a connected app. Connect HubSpot from the catalogue in Settings and Cheerful’s agent can create contacts, deals, notes and tasks, move deals between stages and enroll contacts in HubSpot workflows, on request or in a campaign automation.

Can Cheerful create a HubSpot deal when a creator agrees to a rate?

Yes. Ask the agent to set up an automation on the campaign, for example "when a creator agrees to terms, create a deal in the Creator partnerships pipeline with the agreed fee", and it tests the automation on a real thread before you turn it on.

Will my HubSpot contacts become Cheerful creators?

No. The HubSpot connection writes from Cheerful into HubSpot. To run outreach to people already in HubSpot, export them and upload the CSV to a campaign.

What data does Cheerful access in HubSpot?

Only what a task needs. The agent searches or reads HubSpot records when a job calls for it, such as checking for an existing contact, and writes the contacts, deals, notes and tasks you ask for. It does not copy your CRM into Cheerful.

Can I log influencer replies to HubSpot?

Yes. Ask the agent for an automation that runs when a creator replies and adds a note to their HubSpot contact summarizing the reply.

Is the HubSpot integration free?

Connecting HubSpot is available in Cheerful, which is free to start. Your HubSpot plan decides which features, such as workflows, the agent can use.

Often connected alongside HubSpot

• SalesforceConnected app · CRMCreators as leads or contacts, collaborations as opportunities
• PipedriveConnected app · CRMA creator pipeline where deals move as terms, shipping and posts happen
• AttioConnected app · CRMCreators as Attio records, on a list with stages and notes
• Google SheetsNative integration · SpreadsheetsAn AI fills each creator’s row in your sheet from their email thread

See all integrations, or read which tools Cheerful integrates with for the native integrations and the ones that do not exist yet.