8. Integrations — CRM Integrations

8.3 HubSpot Integration

HubSpot is a versatile CRM used for contact management, sales pipeline, and marketing campaigns.

Connection

1. Go to Integrations → HubSpot → Configure
2. Enter your HubSpot API key (Private App Token)
3. Click on "Test connection" to validate
4. Set synchronization options (see below)
5. Click on "Save"

💡 To get your API key: in HubSpot, go to Settings → Integrations → Private Apps → create an app with the scopes contacts, crm.objects.contacts.read, and crm.objects.contacts.write.

Synchronized entities

Synchronization options

Field mapping

NoviaMind allows you to map HubSpot fields with NoviaMind fields. For example:

⚠️ Unmapped fields are not synced. Configure mapping in Integrations → HubSpot → Field Mapping.

8.4 Netty Integration

Netty is a specialized real estate transaction software designed for agencies. It centralizes mandate management, contacts, and viewings.

Connection

1. Go to Integrations → Netty → Configure
2. Enter your Netty API key and your Agency ID
3. Click on "Test connection" to validate
4. Set synchronization options
5. Click on "Save"

💡 Your API key and Agency ID are available in Netty → Administration → API.

Synchronized entities

Typical use case with Netty

1. A prospect calls about a real estate property
2. The AI agent identifies the property via the synced Netty database and presents the details
3. The prospect is interested → appointment booked automatically
4. A record is created in Netty with the prospect and appointment information

8.5 Advanced Synchronization Configuration

Synchronization methods

Synchronization statuses

In case of failure, the error is displayed on the integration card. Click on "Sync now" to retry manually.

Inbound webhooks

If your CRM supports webhooks, you can enable real-time event reception from the CRM to NoviaMind (e.g., prospect status update in HubSpot → immediate reflection in NoviaMind).

To enable:

1. In the integration configuration, enable "Inbound webhook"
2. Copy the webhook URL generated by NoviaMind
3. Paste it in your CRM configuration

8.6 Testing and Managing an Integration

Testing the connection

From a configured integration card, click on "Test connection". NoviaMind verifies:

• The validity of API credentials
• The CRM endpoint accessibility
• The available permissions

Manual synchronization

Click on "Sync now" to trigger an immediate full synchronization, regardless of the configured mode.

Enable / Disable

Each integration can be enabled or disabled without losing its configuration. Useful for temporarily switching without deleting settings.

Deleting an integration

Click on "Delete" in the integration settings. This action is irreversible and erases the configuration and stored credentials.

⚠️ Deleting an integration does not erase data already synced to your CRM.

Summary