Connecting HubSpot CRM
Connect your HubSpot CRM to sync contacts, leads, and enable personalized AI conversations.
Prerequisites
Connection Steps
What Gets Synced
Sync Settings
After connecting, you can configure:
Troubleshooting
Connection fails: Ensure you have admin access to HubSpot and that third-party integrations are enabled in your HubSpot settings.
Contacts not syncing: Check that your HubSpot account has contacts and that sync is enabled in the integration settings.
Connect your HubSpot CRM to sync contacts, leads, and enable personalized AI conversations.
Prerequisites
- A HubSpot account (Free, Starter, Professional, or Enterprise)
- Admin access to your HubSpot portal
- A Growth or Professional plan subscription
Connection Steps
- Navigate to Settings > Integrations
- Click the HubSpot tab
- Click Connect HubSpot
- Log in to your HubSpot account when prompted
- Authorize the required permissions
- You'll be redirected back to the app with a success message
What Gets Synced
- Contacts: All contact records with email, name, and company
- Companies: Company records associated with contacts
- Deals: Pipeline and deal stage information (optional)
Sync Settings
After connecting, you can configure:
- Automatic sync frequency (hourly, daily, or manual)
- Which contact properties to sync
- Whether to create contacts from chat conversations
Troubleshooting
Connection fails: Ensure you have admin access to HubSpot and that third-party integrations are enabled in your HubSpot settings.
Contacts not syncing: Check that your HubSpot account has contacts and that sync is enabled in the integration settings.