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ww_hub

To complete the integration, start by navigating in the Widewail app to your Customer Details page via Locations & Contacts > Locations.

hubspot_entry

Towards the bottom of the page you will see a “Connect to Hubspot" prompt. This will open the Hubspot web app. From here you can select the account you would like to connect.

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You will be redirected back to the Widewail app. Now you can connect the pipeline you would like to use to trigger review invitations. When your pipeline is connected you will see the grey box seen in the image on the right. Add as many pipelines as needed.

connected_pipelines

Back in Hubspot, when you make a sale and move the ticket to the trigger stage, in this example “Closed Won”, you will trigger Widewail to access the contact record and send the customer an invitation to leave a review.

closed_won

In the Widewail app you will find the review lead record under Invite > Review Invites.

review_leads

Opening the interaction you will see specific information.

Customer contact information
Date of interaction (review invite communication)
Department
Representative
Invite sent status
Delivery method
Open status
interaction_Details

With Widewail and Hubspot, putting review generation on autopilot is easy.

To get started, schedule a Widewail platform overview