HubSpot
Sync contacts and pipeline activity bidirectionally.
Connect HubSpot to give the AI agent the context it needs — and to keep your sales and CS teams in the loop. Conversations create or update contacts, important threads land as timeline events, and you can spawn deals from inside the inbox without leaving CustomerHero.
Bring HubSpot into your support workflow
Contact sync
When a new visitor identifies themselves, we look them up in HubSpot. If they exist, we attach the conversation. If not, we create the contact with the data we have.
Timeline events
Closed conversations land on the contact's HubSpot timeline so reps see context next time they talk.
Deal creation
A one-click action in the inbox creates a HubSpot deal pre-filled with the customer and conversation summary.
AI agent context
The AI agent can read HubSpot properties (lifecycle stage, plan tier, last purchase date) when answering — so its replies match the customer's real status.
Connect in a few minutes
- 1
Open Settings → Integrations in your CustomerHero dashboard.
- 2
Click Connect HubSpot and approve the OAuth scopes (contacts, deals, timeline).
- 3
Pick which HubSpot owner to assign new contacts and deals to.
- 4
Map any custom HubSpot properties you want the AI agent to read.
- 5
Done — new conversations from identified customers will start syncing immediately.
What teams use it for
- Show the AI agent the customer's plan and lifecycle stage so its answers match.
- Auto-create a HubSpot deal when an enterprise prospect requests pricing.
- Keep the sales team informed by surfacing support conversations on the contact timeline.
- Enrich anonymous chats with HubSpot properties as soon as the visitor identifies.
- Trigger HubSpot workflows from CustomerHero events via webhooks.