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Documentation Index

Fetch the complete documentation index at: https://docs.bubblav.com/llms.txt

Use this file to discover all available pages before exploring further.

Sync your chatbot conversations, contacts and leads directly to HubSpot CRM.

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Why Connect HubSpot?

  • Lead Capture: Automatically create contacts as soon as email is collected.
  • Conversation Logging: Save chat transcripts to the contact’s timeline.
  • Visitor Insights: Support agents see CRM properties and contact history in real-time.
  • Page View Tracking: See which pages visitors viewed before chatting.

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Visitor Insights for Support Agents

The HubSpot integration enriches the Visitor Insight panel in your BubblaV dashboard, giving support and sales agents critical context from your CRM:
HubSpot Visitor Insight
  • Contact Properties: View HubSpot contact properties like Lifecycle Stage, Lead Status, and Owner directly in the chat.
  • Activity Timeline: See recent events such as emails, notes, and meetings to understand the customer’s history.
  • Page View Tracking: Review a history of the specific pages and URLs the visitor has viewed on your site.
  • Deal Status: Monitor any active or closed deals associated with the contact to prioritize high-value interactions.
Based on these insights, agents can provide a more personalized and professional support experience with the full CRM context at their fingertips.

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Setup Steps

1

Navigate to Integrations

Go to Dashboard → Integrations → HubSpot
2

Connect Account

Click Connect HubSpot. You will be redirected to HubSpot’s OAuth page.
3

Select Account

Choose the HubSpot account you want to link and grant permissions.
4

Verify

Once redirected back, you’ll see your HubSpot Portal ID and connection status.

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Configuration After Connection

After successfully connecting HubSpot, you can configure how contacts are synced, which workflows are triggered, and how conversations are logged.

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Lead & Contact Sync

Configure how new contacts are created and managed in HubSpot: Sync Lead
  • Automatically create a contact in HubSpot as soon as the visitor provides their email address in the chat.
  • Default: Enabled
  • Location: In HubSpot integration settings → Sync Lead
Lifecycle Stage for New Contacts
  • The HubSpot lifecycle stage applied when a visitor first shares their email
  • Default: lead
  • Examples: lead, subscriber, opportunity, customer
  • Location: In HubSpot integration settings → Contact sync defaults
Lifecycle Stage After Escalation
  • The lifecycle stage applied when a live-support escalation is created
  • Default: opportunity
  • Purpose: Helps sales teams pick up escalated conversations immediately
  • Location: In HubSpot integration settings → Contact sync defaults
Default HubSpot Owner
  • Optional HubSpot owner ID to assign new contacts
  • Default: Unassigned (leave blank)
  • How to find: Use the HubSpot Owners API (GET https://api.hubapi.com/crm/v3/owners) to look up owner IDs
  • Location: In HubSpot integration settings → Contact sync defaults

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Workflow Triggers

Automatically enroll contacts into HubSpot workflows when specific intents or tags are detected in chat transcripts. To configure workflow triggers:
  1. Go to Dashboard → Integrations → HubSpot
  2. Navigate to the Workflow Triggers section
  3. Add rules with:
    • Match Type: Choose tag (conversation tag) or intent (detected intent)
    • Value: The tag or intent value to match (e.g., sales-qualified, support-request)
    • Workflow ID: The internal HubSpot workflow ID to trigger
  4. Click Add rule for each workflow you want to configure
  5. Click Save HubSpot settings
Example:
  • Match Type: tag
  • Value: sales-qualified
  • Workflow ID: 12345678
  • Result: When a conversation is tagged with sales-qualified, the contact is automatically enrolled in workflow 12345678

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Timeline Logging

Control whether chat transcripts are logged as notes in HubSpot. Log Transcripts as HubSpot Notes
  • Default: Enabled
  • What it does: Attaches the latest conversation snippet to the contact record in HubSpot
  • Additional: Notes are also associated with HubSpot tickets when available
  • Location: In HubSpot integration settings → Timeline logging
Timeline logging keeps your sales and support teams informed about customer interactions, ensuring seamless handoffs between chatbot and human agents.

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Save Configuration

After configuring all settings:
  1. Review your Contact Sync, Workflow Triggers, and Timeline Logging settings
  2. Click Save HubSpot settings to apply the configuration
  3. Test by having a conversation that should trigger your configured workflows

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Features

  • New Contact Creation: When a visitor provides their email in chat, a contact is created in HubSpot.
  • Timeline Events: Chat sessions are logged as custom timeline events.
  • Property Sync: Basic info (Name, Email) is synced automatically.