Agency Integrations

The Agency Integrations tab lets you connect your agency to external tools including email templates, Stripe, Slack, HubSpot, and Zoom. This article covers all integrations except Stripe (see the Stripe Connect article) and custom domain (see the Custom Domain article).

Accessing Integrations

1. Log in to the Agency Portal and click Settings in the sidebar.
2. Click the Integrations tab.
   

Email Templates

Email templates control the automated emails sent from your agency to clients, providers, and for booking notifications. Your branding (logo and colors) is applied automatically to all templates.

1. In the Integrations tab, click Edit templates in the Email Templates section.
2. Select the template you want to edit from the list (e.g., Booking Confirmation, Welcome Email, Enquiry Received).
3. Edit the subject line and body content using the rich text editor.
4. Use the available merge tags (placeholders like {{client_name}} and {{provider_name}}) to personalize content dynamically.
5. Click Save Template when done.

Note: Providers inherit these agency-level email templates. Individual providers cannot override the agency template but they can have their own branding applied within the template structure.

Slack Notifications

Connect a Slack webhook to receive real-time notifications in your Slack workspace when key events happen (new bookings, new enquiries, cancellations, etc.).

1. In Slack, go to api.slack.com/apps and click Create New App.
2. Choose From scratch, name the app (e.g., "Hunhu Notifications"), and select your workspace.
3. In the left menu, click Incoming Webhooks and toggle it on.
4. Click Add New Webhook to Workspace, choose the channel to post notifications to, and click Allow.
5. Copy the webhook URL (it looks like https://hooks.slack.com/services/T.../B.../...).
6. Paste the URL into the Webhook URL field in the Hunhu Integrations tab under Slack.
7. Click Save.

Test your integration: After saving, trigger a test event (such as creating a test booking) to confirm notifications arrive in your Slack channel.

HubSpot

Connect HubSpot to sync client and lead data from your Hunhu directory into your HubSpot CRM.

1. Log in to your HubSpot account.
2. Go to Settings > Integrations > Private Apps.
3. Click Create a private app.
4. Give it a name (e.g., "Hunhu Integration") and under Scopes, add at minimum:
   • crm.objects.contacts.write
   • crm.objects.contacts.read
   • crm.objects.deals.write (if you want deal sync)
5. Click Create app and copy the generated Private App Token.
6. Paste the token into the Private App Token field in the Hunhu Integrations tab under HubSpot.
7. Click Save.

Note: Treat your private app token like a password - anyone with this token has access to your HubSpot data with the scopes you granted.

Zoom

Connect Zoom so that video session links are automatically created and included in booking confirmations for virtual appointments.

1. Log in to marketplace.zoom.us with your Zoom admin account.
2. Click Develop > Build App.
3. Choose Server-to-Server OAuth as the app type.
4. Give the app a name (e.g., "Hunhu Meetings") and click Create.
5. On the app detail page, note down the three credentials:
   • Account ID
   • Client ID
   • Client Secret
6. Under Scopes, add:
   • meeting:write:admin
   • meeting:read:admin
7. Click Activate your app.
8. In the Hunhu Integrations tab, enter the Account ID, Client ID, and Client Secret in the Zoom section.
9. Click Save.

Once connected, all appointments set as "virtual" will automatically generate a unique Zoom meeting link and include it in both the provider's and client's booking confirmation emails.