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Sync your chatbot conversations, contacts, leads — and now support tickets — 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.
  • Ticket Sync to the Unified Inbox: HubSpot conversations and tickets sync into BubblaV’s Live Support inbox, and agent replies go straight back into the HubSpot thread.

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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.

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Ticket Sync to the Unified Inbox

HubSpot conversations and tickets sync directly into BubblaV’s unified Live Support inbox:
  • Tickets and their conversation threads created in HubSpot appear in the inbox within ~2 minutes — no forwarding or copy-pasting.
  • Each HubSpot conversation thread becomes its own ticket, with the HubSpot channel chip so agents can see at a glance where the customer is writing from.
  • New customer replies in the thread update the same ticket automatically; agent-side notes in HubSpot stay private and are not mirrored.
  • Ticket sync is on by default. You can pause it any time in HubSpot integration settings → Ticket sync.
BubblaV’s default OAuth request asks for exactly the scopes it uses — crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.companies.read, crm.objects.deals.read, crm.objects.owners.read, tickets, conversations.read, conversations.write, automation, and sales-email-read — nothing more.

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Meeting Scheduling

Visitors can book a meeting right in the chat using your HubSpot Meetings scheduling pages. When someone asks to book a call, the chatbot shares your HubSpot meeting links as booking cards; picking one opens HubSpot’s own scheduler inside the chat — availability, form fields, and legal consent are all handled by HubSpot, and the booked meeting appears in your HubSpot CRM like any other meeting.
Reconnecting: existing HubSpot connections need to reconnect once to grant the new scope (scheduler.meetings.meeting-link.read — meeting records themselves are covered by the existing contacts scope). Private-app users should add the same scope to their private app and reconnect. No other setup is required.
Rescheduling and cancelling stay in HubSpot — the Meetings API doesn’t support rescheduling. Visitors can change or cancel via their HubSpot confirmation email or their meeting link.

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Reply & Draft with AI

Manage HubSpot conversations without leaving BubblaV:
  • Reply from the inbox: An agent reply in BubblaV is posted into the HubSpot conversation thread as a customer-visible message — the customer sees it in HubSpot, exactly where they started the conversation.
  • One-click Draft reply: The Draft reply button uses your knowledge base to draft a grounded response for any HubSpot ticket. Review, edit, and send it into the thread.
  • If a ticket has no conversation thread yet (e.g. created via API without one), the reply is saved to the ticket and flagged as not delivered so you can retry.