HubSpot CRM Integration

Integrating HubSpot CRM with Chatzora automates your lead capture workflows. When your chatbot engages with visitors, collects support requests, or qualified contact details, it creates a synchronized contact record in HubSpot instantly.

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🚀 Key Benefits of HubSpot Sync

• Automate Lead Capture Pipelines: Say goodbye to copy-pasting customer details. Chat logs and visitor information are pushed to HubSpot CRM in real-time.
• Instant Sales Actioning: Tag chat leads with names, emails, and conversation summaries so your sales reps can follow up immediately with full context.
• Seamless Lead Handshake: Toggle lead capturing forms inside your chatbot widget to sync contact profiles before conversations start.

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🛠️ Step-by-Step Configuration Guide

Chatzora supports two secure authorization methods: HubSpot OAuth 2.0 (Recommended) and Private App Access Tokens.

Method A: Connect via OAuth 2.0 (Recommended)

1. Go to your Chatzora Dashboard, select your bot, and navigate to the Integrations tab.
2. Find the HubSpot CRM card under CRM & Billing Sync, and click Connect Platform.
3. Click Connect via HubSpot OAuth.
4. Log in to your HubSpot account when prompted, select your account portal, and authorize permissions.
5. You will be automatically redirected back to Chatzora. Your account status will display Active (Connected via OAuth).

Method B: Private App Access Token (Fallback)

1. Log in to your HubSpot account and navigate to Settings > Integrations > Private Apps.
2. Click Create a private app.
3. Under Scopes, select the following permissions:
   • crm.objects.contacts.write (Required to create and update contact leads)
4. Click Create App and copy the generated Access Token (starts with pat-na1-...).
5. In your Chatzora dashboard integrations tab, paste the access token in the HubSpot modal and click Save HubSpot Credentials.

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💬 Core AI Capabilities

When active, the AI chatbot is automatically equipped with the following tool skills:

• createHubSpotLead(email, firstName, lastName, message): Automatically logs contact records, mapping first names, last names, email addresses, and the specific context of their message into your CRM inbox.