HubSpot CRM

Sync leads and conversations to HubSpot in real-time.

What It Does

BotDesk creates contacts in HubSpot, logs complete chat transcripts to the contact timeline, and uses CRM data to personalize conversations.

Key Capabilities

• Auto-Create Contacts: New chat leads → New HubSpot contact
• Timeline Logging: Full transcript visible on contact record
• Personalization: "Welcome back, Paul!" (from CRM data)
• Deal Stage Updates: Move deals based on chat outcomes
• Property Sync: Chat fields map to HubSpot properties

Setup Steps

Step 1: Connect HubSpot

1. Go to Actions → HubSpot in BotDesk
2. Click "Connect HubSpot"
3. Log in and authorize access

Step 2: Map Properties

Define how chat data maps to HubSpot:

• Name → Contact Name
• Email → Email
• Phone → Phone Number
• Lead Source → "BotDesk Chat"

Step 3: Enable Timeline

Turn ON transcript logging to contact timeline.

Example

A customer chats asking about pricing. After the conversation:

• A new Contact is created in HubSpot
• The chat transcript appears on their timeline
• A Deal can be auto-created in your pipeline

When they return, the AI greets them: "Welcome back, Sarah! How can I help with your pricing questions?"

Notes

• Works with HubSpot Free, Starter, Professional, and Enterprise
• Supports multiple HubSpot portals
• Respects HubSpot's API rate limits