Get Started
Sign In With Your HubSpot Account
On the login page, click the HubSpot button to sign in with
Once you have granted access, our app will pull and sync the following data:
- Accounts, contacts, and open opportunities
- That are owned by you into our system
- And, have been created/modified in the last 30 days
To request more data to be synced, please contact support here.
Connect Your Messaging App
- Click on the Integration icon on the left sidebar
- Click "Connect" on a messaging app
- Open your messaging app and scan the QR code
- To disconnect your messaging app, click on the red exit button
Notes:
- Messages that you send on Krinu while disconnected will be queued for send. They will be sent immediately after reconnecting.
- Disconnecting your app does not delete your messaging data from our servers. To request full data deletion, please contact support here.
Create Channels
Messaging chats in Krinu are organized around channels.
Currently, channels can be created from HubSpot Deals. In the future, channels can be created from Companies/Accounts.
To select a HubSpot Deal first click on the Add button, and click on New Channel
Select a Deal and click Save.
Add Chats to A Channel
Select a channel and click on the Add button. It will now let you add an existing chat or create a new chat.
Add existing chats
Clicking Select Chats
will list chats that already exist on your phone. Select them to attach them to the channel. Deselect them to remove them from the channel.
Note: Only attached chats will be synced to your CRM.
Start new direct chat
Clicking on New Chat
will list contacts you can start a new chat with.
Note: Only contacts associated with the channel's CRM opportunity/deal can be added.