Integration of the CRM with KMALEON and Hubspot

Challenges

• Integrate a modular licensing system for files to an existing website
• Organize the transfer of files from the third-party platform to the CRM system
• Create notifications in the CRM system that displays changes in the customer’s accounts (accounts are created on the existing website)
• Develop an online chat on the website, that automatically add conversations to the clients’ cards in CRM

Solution

The law firm communicated with its clients through an existing website. Their clients sent them many files that relate to their cases. These files had to be uploaded simultaneously to the KMALEON Abogados and the CRM Hubspot.

KMALEON Abogados API
In the first project stage, our team integrated KMALEON Abogados API. Now all files automatically pass the documentary control and get into the state register. Also, we implement time and cost control, billing, and accounting modules.

Hubspot CRM API

In the second stage, we should have provided automatic data transfer from the web portal to Hubspot CRM. Our engineers configure displaying and interacting with customers’ deals data from their accounts on the Hubspot CRM records, using Hubspot’s CRM Cards API. Now client’s managers see and can update all necessary information (such as customers’ personal data, case details, billing documents, and legal issues) in one place.

Hubspot Chatflow

Also, we created a live chat on the client’s web portal with Hubspot Chatflow. Now visitors can have a real-time conversations with client managers. It is tied to Hubspot CRM, so all those conversations are automatically added to customer cards.