All Collections
Troops 2.0
Troops + HubSpot: Setup Guide
Troops + HubSpot: Setup Guide

Getting set up with Troops and HubSpot

Meagan Jaskot avatar
Written by Meagan Jaskot
Updated over a week ago

Troops Revenue Communications Platform integrates with HubSpot to deliver critical signals to your sales and marketing teams. Troops monitors your key systems for changes, notifies associated people when specific conditions occur, and presents a list of actions they can take, all through your messaging platform.

Common signals include:

  • Lead from a target account just viewed your pricing page

  • A large deal’s close date was just changed

  • A Contact at a large upcoming renewal just downloaded an eBook

Here’s how to get started:

1. Sign up for Troops

First, sign up for Troops.

2. Connect to Slack or Microsoft Teams

After you sign up for Troops, connect your Slack or Microsoft Teams. This must be a workspace or team that is not already connected to Troops.

3. Authenticate HubSpot

After connecting Slack or Microsoft Teams, you’ll have the opportunity to connect any integration to Troops:

On the screen below, select HubSpot.

Once you’ve clicked “Connect”, you’ll see a pop-up that will allow you to log in to HubSpot and approve Troops.

4. Set up Signals

Once you’ve successfully connected HubSpot, you can now set up signals!

You can set up Real-Time or Scheduled signals using Troops:

  • Real-Time: Troops detects revenue-significant changes as they happen and notifies the right people immediately.

  • Scheduled Signals: Troops sends data matching your conditions (like a report) at scheduled times.

Get started by clicking the “Create New Signal” button:

Next, you’ll choose between configuring a Real-Time or Scheduled Signal:

Then, you’ll be dropped into the Signal Builder, where you will configure the following for any Signal:

  • Details (Name, Frequency, etc.)

  • Conditions (Criteria for sending your Signal)

  • Filters (Limit unwanted Signals)

  • Recipients (Where the Signal should be sent)

  • Message (Customize how your Signal will appear in MS Teams)

Did this answer your question?