HubSpot Integration
Connect your chatbot to HubSpot CRM. Automatically sync leads as contacts, create deals with conversation context, and keep your sales pipeline updated.
What you'll learn
- Prerequisites
- Connect your HubSpot account
- Authorize permissions
- Verify the connection
- How it works
Prerequisites
Before connecting HubSpot, make sure you have a HubSpot account with CRM access. You'll need admin permissions to authorize the OAuth connection. The integration works with HubSpot Free, Starter, Professional, and Enterprise plans.
Connect your HubSpot account
Navigate to the Actions tab in your chatbot dashboard. Find HubSpot in the CRM Integrations section and click 'Connect HubSpot'. A popup window will open for authorization.
Connect HubSpot
One-click OAuth authentication
HubSpot CRM
Not connected
Features:
Authorize permissions
Review the permissions Chattlebot is requesting. These include creating contacts, creating deals, searching contacts, and syncing lead status. Click 'Authorize' to grant access. Your credentials are encrypted and securely stored.
Authorize Permissions
Chattlebot will be able to:
💡Pro Tip
- You can disconnect the integration at any time from the Actions tab.
Verify the connection
After authorization, you'll be redirected back to your dashboard. The HubSpot card will show 'Connected' with your account email. The integration is now active and ready to use.
Connected to ACME Corp HubSpot account
HubSpot CRM
Connected as admin@acme.com
How it works
When your chatbot captures a lead, it automatically creates a contact in HubSpot with all the collected information. If the lead data includes conversation context, a summary is added to the contact notes. Deals can be created through workflow actions.
💡Pro Tip
- Combine with lead scoring in workflows to only create deals for high-quality leads.
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