Octopods

Tarek Khalil

Manage Octopods workspaces and connect them to Intercom or HubSpot.

Workspaces

A workspace is a connection between Octopods and your customer platform — Intercom or HubSpot — and it holds the channels you add.

Understanding Workspaces

The **Connected Workspaces** page lists every workspace you have connected, what platform it points to, and who set it up.

Viewing Your Workspaces

Connecting a new workspace links Octopods to an Intercom workspace or HubSpot portal — giving you a place to add messaging channels.

Creating a New Workspace

A connected workspace is intentionally lightweight — most settings live on the channels you add or on your customer platform.

Managing Workspace Settings

Understand, view, create, and configure your Octopods workspaces.

Workspace Basics

Connecting Intercom links your Octopods account to one Intercom workspace so channels can route messages into the Intercom Inbox.

Connecting an Intercom Workspace

Once your Intercom workspace is connected, every channel routes inbound messages into the Intercom Inbox and sends replies back out.

Intercom Inbox Integration

The Octopods extension inside Intercom lets your team send WhatsApp templates and SMS messages from the Intercom sidebar.

Intercom Extension (In-App Widget)

Connect Intercom workspaces and enable inbox and in-app extension features.

Intercom Workspaces

Connecting HubSpot links your Octopods account to one HubSpot portal so channels can route messages into the HubSpot inbox you choose.

Connecting a HubSpot Portal

In a HubSpot workspace, every channel appears as a custom channel inside HubSpot and routes its conversations to an inbox you choose.

HubSpot Inbox Integration

The Octopods extension inside HubSpot adds proactive cards to contact pages so your team can send WhatsApp and SMS without leaving HubSpot.

HubSpot Extension (Proactive Cards)

Octopods custom actions in HubSpot Workflows let you send WhatsApp templates and SMS messages automatically from any workflow.

HubSpot Workflow Integration

When you accept an invite tied to a HubSpot portal already in Octopods, you can merge your workspaces into the team's or join the team.

Migrating HubSpot Team Members

Connect HubSpot portals, inboxes, proactive cards, workflows, and team members.

HubSpot Workspaces

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