Overview
Connect HubSpot to InsiteChat and every lead captured through your chatbot is automatically created as a contact in HubSpot CRM. No manual data entry, no CSV exports — leads flow directly into your sales pipeline.Setup
1
Connect HubSpot
Go to your chatbot → Webhooks tab → find the HubSpot CRM card → click Connect HubSpot. You’ll be redirected to HubSpot to authorize the connection.
2
Authorize
Select your HubSpot account and grant InsiteChat permission to create and read contacts. We only request the minimum scopes needed.
3
Leads auto-sync
That’s it. Every time a visitor submits the lead form on your chatbot, a new HubSpot contact is created automatically with their name, email, and phone number.
What gets synced
When a lead is captured, InsiteChat creates a HubSpot contact with:Duplicate handling
If a contact with the same email already exists in HubSpot, InsiteChat skips the duplicate — no duplicate contacts are created.Token refresh
HubSpot access tokens expire periodically. InsiteChat automatically refreshes the token when needed — no manual re-authentication required.Disconnecting
Click Disconnect on the HubSpot card. New leads will no longer sync to HubSpot. Existing contacts in HubSpot are not affected.Requirements
- A HubSpot account (free CRM works)
- InsiteChat Starter plan or above