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.
InsertChat connects to HubSpot so your AI front desk can create and update contacts, deals, and tickets, add meetings, notes, and tasks, and search companies, contacts, deals, and tickets during a call or chat. Each conversation can end with the right CRM record, with approval where you want it.
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.
What your assistant can do in HubSpot
- Create and update contacts, deals, and tickets
- Create meetings, notes, and tasks
- Search and list companies, contacts, deals, and tickets
Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.
How to set up HubSpot with InsertChat
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Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
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Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
How businesses use HubSpot with InsertChat
Illustrative examples. Answers depend on the knowledge you add; actions depend on the connections and permissions you turn on.
Create a deal for every storm call
After a hailstorm, a homeowner calls about a damaged roof. The assistant checks HubSpot for an existing contact, creates the deal, and adds a note with the address and damage described.
Roofing use cases
Log consultation requests with context
A visitor asks about a bookkeeping engagement. The assistant creates the contact, adds a note with their needs, and creates a task for a partner to follow up.
Professional services use casesCapture buyer inquiries as contacts
A buyer texts about a listing. The assistant answers from the listing details, creates or updates the HubSpot contact, and logs the showing request as a note.
Real estate use casesConnect the rest of your front desk
Contacts
Your AI assistant saves each customer’s details from calls, chats, texts, and emails. Your team sees the history, open tasks, and next appointment in one record.
Explore ContactsActions & 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. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inboxRelated guides and comparisons
More integrations
All integrations ↗
InsertChat 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.
It can create and update contacts, deals, and tickets, create meetings, notes, and tasks, and search and read companies, contacts, deals, and tickets. Actions run with your HubSpot account’s permissions; enable only the ones your workflow needs and set review where your team wants it.
No. There is no background sync. The assistant creates or updates HubSpot records during a conversation with the actions you turn on, and InsertChat keeps its own contact with the conversation history.
Facts last reviewed .
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.