# HubSpot AI Receptionist and Chatbot Integration

Source: https://insertchat.com/integration/hubspot

> Give your assistant access to supported CRM actions.

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.

## Setup

1. **Connect your account.** Find HubSpot in the InsertChat app catalog and authorize the account you want to use.
2. **Choose the actions.** Select the supported actions your assistant needs and review the connection’s permissions.
3. **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, not customer results.

- **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](https://insertchat.com/industries/roofing)
- **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](https://insertchat.com/industries/professional-services)
- **Capture 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](https://insertchat.com/industries/real-estate)

## Does HubSpot replace the contacts in InsertChat?

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.

## Which HubSpot actions are available to my assistant?

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.

## Does InsertChat sync every contact to HubSpot?

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.

## Related features

- [Contacts](https://insertchat.com/product/crm)
- [Actions & approvals](https://insertchat.com/product/automations)
- [Shared inbox](https://insertchat.com/product/inbox)

## Related guides and comparisons

- [AI customer service agent](https://insertchat.com/product/ai-customer-service)
- [Microsoft Dynamics 365 integration](https://insertchat.com/integration/microsoft-dynamics-365)
- [Lead capture](https://insertchat.com/product/lead-capture)
- [Zoho CRM integration](https://insertchat.com/integration/zoho)