> ## 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.

# HubSpot

> Sync conversations and contacts to your CRM

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

## 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.

## 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:

<Frame>
  <img src="https://mintcdn.com/bubblav-e553cf80/R3ckwS1UlR0o66Bf/images/live-support-insight.png?fit=max&auto=format&n=R3ckwS1UlR0o66Bf&q=85&s=d595fc32cd39c73b9361dea156d18360" alt="HubSpot Visitor Insight" width="528" height="447" data-path="images/live-support-insight.png" />
</Frame>

* **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.

## Setup Steps

<Steps>
  <Step title="Navigate to Integrations">
    Go to **Dashboard** → **Integrations** → **HubSpot**
  </Step>

  <Step title="Connect Account">
    Click **Connect HubSpot**. You will be redirected to HubSpot's OAuth page.
  </Step>

  <Step title="Select Account">
    Choose the HubSpot account you want to link and grant permissions.
  </Step>

  <Step title="Verify">
    Once redirected back, you'll see your HubSpot Portal ID and connection status.
  </Step>
</Steps>

***

## Configuration After Connection

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

### 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**

### 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`

### 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**

<Tip>
  Timeline logging keeps your sales and support teams informed about customer interactions, ensuring seamless handoffs between chatbot and human agents.
</Tip>

### 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

***

## 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.