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Documentation Index

Fetch the complete documentation index at: https://docs.insitechat.ai/llms.txt

Use this file to discover all available pages before exploring further.

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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.

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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.

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What gets synced

When a lead is captured, InsiteChat creates a HubSpot contact with:
InsiteChat FieldHubSpot Property
Namefirstname + lastname (auto-split)
Emailemail
Phonephone

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Duplicate handling

If a contact with the same email already exists in HubSpot, InsiteChat skips the duplicate — no duplicate contacts are created.

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Token refresh

HubSpot access tokens expire periodically. InsiteChat automatically refreshes the token when needed — no manual re-authentication required.

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Disconnecting

Click Disconnect on the HubSpot card. New leads will no longer sync to HubSpot. Existing contacts in HubSpot are not affected.

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Requirements

  • A HubSpot account (free CRM works)
  • InsiteChat Starter plan or above