HubSpot Integration Setup
Connect your HubSpot CRM in minutes. Follow this simple guide to enable automated lead capture, ticket creation, and AI-powered business intelligence.
Video Walkthrough
Watch this complete guide to installing and configuring your HubSpot integration
Two Ways to Connect HubSpot
Choose the integration type based on your use case. You can set up both!
Option 1: Sales & Service Chatbots
Connect HubSpot to automatically push leads and support tickets from your chatbots into your CRM
What Gets Pushed:
Setup Location:
Chatbot Settings → Integrations → Connect HubSpot
Best For:
Lead generation, customer support, appointment booking
Option 2: Intelligence Chatbots
Connect HubSpot to query your CRM data with AI and combine it with documents and databases
What Gets Queried:
Setup Location:
Knowledge Base → Data Sources → Add Connection → HubSpot CRM
Best For:
Business intelligence, sales analytics, executive dashboards
Setup: Sales & Service Chatbots
Connect HubSpot to push leads and tickets automatically
Create or Select Your Chatbot
Navigate to your Yardee dashboard and either create a new chatbot or select an existing Sales or Service chatbot you want to connect to HubSpot.
💡 Tip: Make sure your chatbot is configured as either "Sales/Lead Generation" or "Customer Service" type.
Navigate to Integrations
Go to your chatbot's settings page and click on the "Integrations" tab. This is where you'll manage all external connections for your chatbot.
Click "Connect HubSpot"
Find the HubSpot integration card and click the "Connect HubSpot" button. This will initiate the OAuth 2.0 authorization flow.
Authorize with HubSpot
You'll be redirected to HubSpot's authorization page. Log in to your HubSpot account (if not already logged in) and review the permissions Yardee is requesting.
Click "Grant access" or "Authorize" to complete the connection.
Connection Complete!
You'll be redirected back to Yardee, and your HubSpot integration will be active. New leads captured by your Sales chatbot will automatically create contacts in HubSpot, and support requests will create tickets.
🎉 Success: Your chatbot is now connected to HubSpot! Deploy your chatbot to start capturing leads and tickets.
Setup: Intelligence Chatbots
Connect HubSpot as a data source for AI-powered queries
Create or Select Knowledge Base
Navigate to your Yardee dashboard and either create a new Knowledge Base or select an existing one where you want to add HubSpot data as a searchable source.
💡 Tip: You can combine HubSpot data with documents, databases, and other data sources in the same Knowledge Base for comprehensive insights.
Navigate to Data Sources
Go to your Knowledge Base settings and click on the "Data Sources" or "Connections" tab. This is where you manage all the data your AI can access.
Add HubSpot Connection
Click "Add Connection" or "Add Data Source", then select "HubSpot CRM" from the list of available integrations.
Authorize with HubSpot
You'll be redirected to HubSpot's authorization page. Log in to your HubSpot account and review the read permissions Yardee is requesting.
Click "Grant access" to complete the connection.
Data Source Connected!
You'll be redirected back to Yardee, and your HubSpot data will be available for AI queries. You can now ask natural language questions about your CRM data combined with other sources.
🎉 Success: Try asking questions like:
- "How many deals are in our pipeline this quarter?"
- "Which customers have high-value deals and recent support tickets?"
- "Show me contacts from the healthcare industry"
Security & Permissions
Your HubSpot data is protected with enterprise-grade security
OAuth 2.0 Standard
Industry-standard OAuth 2.0 authorization. No API keys or passwords stored. Same security used by major enterprise applications.
Granular Permissions
Only request the specific HubSpot permissions needed for your use case. Intelligence chatbots use read-only access where possible.
Data Privacy
Your HubSpot data stays in HubSpot. Yardee only accesses data when processing queries or creating records. No unnecessary data replication.
Encrypted Connections
All communication between Yardee and HubSpot uses AES-256 encryption and TLS 1.3 for data in transit.
Revoke Anytime
You maintain full control. Disconnect HubSpot from Yardee or revoke access from your HubSpot settings at any time.
Compliance Ready
GDPR and SOC 2 compliant infrastructure. Audit logs available for enterprise customers.
Verify Your Connection
Test your HubSpot integration to ensure everything is working correctly
Test Sales/Service Chatbots
For Sales Chatbots:
- Open your chatbot in test mode
- Complete a lead capture conversation
- Check your HubSpot Contacts for the new entry
- Verify conversation notes are attached
For Service Chatbots:
- Submit a test support request
- Check HubSpot Service Hub for the ticket
- Verify ticket categorization and priority
- Confirm customer information is captured
Test Intelligence Chatbots
Simple Test Queries:
- "How many contacts do I have?"
- "Show me my most recent deals"
- "List companies in the technology industry"
Expected Result: The AI should return data from your HubSpot CRM with accurate counts and details.
Connection Issues?
If your test doesn't work as expected, check the following:
- Verify the connection status shows as "Connected" in your settings
- Ensure you authorized all required permissions during OAuth
- Check that your chatbot/knowledge base is using the correct HubSpot connection
- Try disconnecting and reconnecting HubSpot
- Contact support if issues persist
Frequently Asked Questions
Common questions about HubSpot installation and setup
How long does HubSpot installation take?
The entire HubSpot OAuth connection takes less than 5 minutes. Simply click 'Connect HubSpot' in your chatbot settings or knowledge base, authorize with your HubSpot account, and you're ready to go.
Do I need technical skills to install the HubSpot integration?
No technical skills required. The entire process uses OAuth 2.0, which means you simply log into your HubSpot account and authorize Yardee. No API keys, no code, no complex configuration.
What HubSpot permissions does Yardee need?
For sales/service chatbots: contacts, companies, tickets (write access to create leads and tickets). For intelligence chatbots: read-only access to contacts, deals, companies, and tickets. You can revoke access anytime from your HubSpot account settings.
Can I connect multiple HubSpot accounts?
Yes, you can connect different HubSpot accounts to different chatbots or knowledge bases. This is useful if you manage multiple companies or have separate HubSpot portals for different business units.
What happens if I disconnect HubSpot?
If you disconnect HubSpot, your chatbots will stop pushing leads and tickets to HubSpot, and intelligence chatbots won't be able to query your CRM data. Historical conversation data in Yardee remains unaffected. You can reconnect at any time.
How do I test that my HubSpot integration is working?
For sales chatbots: have a test conversation and check if the contact appears in HubSpot. For service chatbots: submit a test ticket and verify it in HubSpot Service Hub. For intelligence: ask a simple question like 'How many contacts do I have?' and verify the response.
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