Explore the demo01
Connect your account
Find HubSpot in the InsertChat app catalog and authorize the account you want to use.
CRM
Connect HubSpot CRM to your AI workflows.
Install HubSpot from the app catalog, authorize your account, and enable the actions you need. Available actions depend on the connection and account permissions.
Use customer conversations to guide CRM actions
Use InsertChat contacts to keep the conversation in context, and connect HubSpot when your workflow needs a supported external CRM action. Choose from the actions available to your account, then set the permissions that fit your team’s process. Test the customer request and confirm that the intended CRM action and approval flow work together.
How to set up HubSpot with InsertChat
02
Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
03
Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
Connect the rest of your front desk
Contacts
Keep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.
Explore Contacts
Actions & approvals
Give your front desk the tools to act on a conversation. Choose what it can do automatically and what your team needs to review.
Explore Actions & approvals
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. See the conversation, the customer, and what needs your attention.
Explore Shared inboxInsertChat keeps its own customer contacts and conversation context in the workspace. A HubSpot connection makes supported CRM actions available to your assistant. Choose the actions your workflow needs and test how they interact with your CRM records.
The app catalog and connection settings show the actions available for your account. Availability depends on the connection and your account permissions. Enable only the actions needed for your workflow and configure review where your team needs it.
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.