> ## 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.

# HubSpot CRM

> Automatically sync captured leads to HubSpot contacts. Keep your CRM updated in real-time.

## 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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Authorize">
    Select your HubSpot account and grant InsiteChat permission to create and read contacts. We only request the minimum scopes needed.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## What gets synced

When a lead is captured, InsiteChat creates a HubSpot contact with:

| InsiteChat Field | HubSpot Property                      |
| ---------------- | ------------------------------------- |
| Name             | `firstname` + `lastname` (auto-split) |
| Email            | `email`                               |
| Phone            | `phone`                               |

## 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