By connecting HubSpot, your agent can sync leads and deals from your conversations with your HubSpot CRM account, and you gain tools for the agent to look up and write to HubSpot while chatting with a customer — for example, checking whether a contact with that email already exists before creating a duplicate.
What you getBy connecting HubSpot, your agent can sync leads and deals from your conversations with your HubSpot CRM account, and you gain tools for the agent to look up and write …
Before you startNote — No external authorization process Unlike other integrations, HubSpot doesn't require any review or approval process: you generate the token yourself, in your o…
In HubSpot: creating the private app and its permissionsRequirements: a HubSpot account with permission to create private apps (section 2).
In Platform: connecting HubSpotRequirements: Admin role; the HubSpot token from section 3.
Which actions to activate, and for whomConnecting HubSpot doesn't activate anything on its own: both the panel actions and the agent tools are born off — the same "nothing on by default" principle that gove…
Testing the connectionWith HubSpot already connected, the detail's Status tab includes a Test connection button that checks, on the spot, that the saved token is still valid against HubSpot'…
Using it from the agent and from flowsWith the tools activated (section 5), your agent can look up and write to HubSpot while chatting.
Common problemsCan I connect more than one HubSpot account?
Disconnecting HubSpot and what happens to your dataRequirements: Admin role.