CompanyHub Integration: A Sales Automation CRM for Sales Teams

CompanyHub Integration: CompanyHub is a sales automation CRM for sales teams that can be completely tailored for your industry. Try for free & fall in ❤️ with CompanyHub.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with CompanyHub. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with CompanyHub.

Authorization of CompanyHub Integration

First you have to select the CompanyHub from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select CompanyHub from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To set up CompanyHub integration with Bit Integrations, you’ll need CompanyHub Sub Domain & API Key. Follow these steps to get them.

• Go to “CompanyHub Dashboard”.
• In the left sidebar, click “Settings“.
• Click on “Integrations“.
• Now Click on “Generate API Key“.
• Your “Sub Domain & API Key” will be displayed.
• Copy them and paste them in to the integrations page.

Once you have successfully entered your CompanyHub Sub Domain & API Key, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Select Action: Choose an action from the drop-down menu. For Example: “Create Contact.”

In the CompanyHub integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in CompanyHub. The “Last Name” field is the default field in CompanyHub, so you will need to map your form’s “Last Name” field to this field in CompanyHub. You have the option to map additional fields by clicking on the Plus (+) icon.

Utilities

Available Utilities in CompanyHub Integration for Create Contact

• Add Company: If this option is enabled, the submitted data will be associated with the specified company.
• Add Source: You can use this action to add the source of the contact or deal.

Available Utilities in CompanyHub Integration for Create Deal

• Add Company: If this option is enabled, the submitted data will be associated with the specified company.
• Add Contact: You can use this action to add the contact.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your CompanyHub. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

CompanyHub Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

CompanyHub Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with CompanyHub

Bit Form integrations with CompanyHub using Bit Integrations. When a user submits a Bit Form, this integration will automatically trigger the creation of a contact, a company, and a deal within CompanyHub.

Elementor Form with CompanyHub

Elementor Form integrations with CompanyHub using Bit Integrations. When a user submits an Elementor Form, this integration will automatically trigger the creation of a contact, a company, and a deal within CompanyHub.

Gravity Forms with CompanyHub

Gravity Forms integrations with CompanyHub using Bit Integrations. When a user submits a Gravity Forms, this integration will automatically trigger the creation of a contact, a company, and a deal within CompanyHub.

WPForms with CompanyHub

WPForms integrations with CompanyHub using Bit Integrations. When a user submits a WPForms, this integration will automatically trigger the creation of a contact, a company, and a deal within CompanyHub.

Contact Form 7 with CompanyHub

Contact Form 7 integrations with CompanyHub using Bit Integrations. When a user submits a Contact Form 7, this integration will automatically trigger the creation of a contact, a company, and a deal within CompanyHub.

Ninja Forms with CompanyHub

Ninja Forms integrations with CompanyHub using Bit Integrations. When a user submits a Ninja Forms, this integration will automatically trigger the creation of a contact, a company, and a deal within CompanyHub.

Forminator Forms with CompanyHub

Forminator Forms integrations with CompanyHub using Bit Integrations. When a user submits a Forminator Forms, this integration will automatically trigger the creation of a contact, a company, and a deal within CompanyHub.

Formidable Forms with CompanyHub

Formidable Forms integrations with CompanyHub using Bit Integrations. When a user submits a Formidable Forms, this integration will automatically trigger the creation of a contact, a company, and a deal within CompanyHub.

Fluent Forms with CompanyHub

Fluent Forms integrations with CompanyHub using Bit Integrations. When a user submits a Fluent Forms, this integration will automatically trigger the creation of a contact, a company, and a deal within CompanyHub.