HubSpot
Connect HubSpot conversations to streamline how your team handles client live chat.
Overview
Connect HubSpot when you want client conversations to stay organized inside a portal your team already uses. It helps agency owners keep chat requests visible, route them to the right people, and reduce the back-and-forth between tools.
Use HubSpot if you already manage conversations there and have the right permissions to configure chat and conversations settings. You should also have HubSpot admin access, or access from someone who can approve the connection for your workspace.
Set up HubSpot
Connect HubSpot
Open the integrations area in your portal and choose HubSpot from the available options.
Authorize access
Sign in to HubSpot and approve the connection for the correct workspace so the integration can use the conversation settings you manage.
Map conversation settings
Review how conversations should be handled for your team and align the connection with the client workspace you want to support.
Run a test
Send a test conversation and confirm that it appears where your team expects it to appear.
What gets shared
HubSpot keeps your team aligned on the conversation details that matter most for client support.
- Conversation activity — Track incoming chat or conversation events in a shared workspace.
- Routing context — Keep conversations visible to the people responsible for follow-up.
- Client support signals — Help your team see which requests need attention and which ones are already in progress.
- Workspace visibility — Give the right teammates access to the same conversation stream without duplicating work.
Compliance & permissions
Keep the integration limited to the people who need it. Agencies usually get the best result when HubSpot access stays with workspace owners, operations leads, or support managers who control conversation settings.
- Workspace access — Give connection rights only to users who manage the HubSpot workspace.
- Client ownership — Keep each client portal tied to the right team and approval flow.
- Permission control — Make sure only authorized users can change chat or conversation settings.
- Operational review — Check who can view, route, and respond to conversations before you roll the integration out broadly.
If HubSpot permissions look correct but conversations still do not show up, check whether the chat widget is available in the client workspace and whether events are appearing in the expected place. Missing visibility usually points to access settings or a workspace mismatch.
Next steps
Last updated 1 day ago
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