CRM
HubSpot
Qualified conversations arrive as HubSpot contacts, transcript attached
Connect once over OAuth and the agent writes to HubSpot while the conversation is still happening: a contact for the person it just spoke to, with the transcript and the qualification data on the record. The rep who opens it already knows what was asked and what was answered.
What moves between the two
A visitor who identifies themselves becomes a contact: created new, or matched by email to the one that already exists.
The transcript and the fields the agent extracted (company, need, timeline) go onto the record itself, not into a separate tool.
Only conversations that clear your qualification threshold sync, so the CRM does not fill up with people who were browsing.
Setting it up
- 01
Open Integrations in the dashboard and choose HubSpot.
- 02
Authorise with your HubSpot account: OAuth, so there is no API key to paste or rotate.
- 03
Pick which agents sync, and what a conversation has to reach before it does.
Questions
- Does it create a contact for every visitor?
- No. The sync is conditioned on qualification, so only conversations that reached the bar you set become records.
- What happens when the contact already exists?
- It is matched by email and updated, so the history stays on a single record instead of forking into duplicates.
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