HubSpot CRM integration

Connect your HubSpot account to sync contacts and keep CRM fields aligned with Vendschat customer profiles. Who this is for: Sales and marketing teams using HubSpot alongside Chat. Entry: Settings → Workspace → Integrations → HubSpot card → Connect

Plan: HubSpot is listed on Starter, Growth, and Advanced in the pricing matrix. Confirm your workspace plan in Billing & Usage.

Quick reference

Task	Where
Open catalog	Settings → Workspace → Integrations
Connect HubSpot	HubSpot card → Connect (OAuth)
Check status	Card shows Active / Not connected + contact count
Disconnect	HubSpot settings / integration detail (after connect)
Manual sync	Trigger re-sync from integration management (when available in UI)
Field mapping	Configure HubSpot ↔ Vendschat contact fields

What HubSpot integration does

Capability	Benefit
OAuth connect	Secure link to your HubSpot portal — no API key pasting
Contact sync	Vendschat customers map to HubSpot contacts
Field mapping	Control which HubSpot properties sync to Vendschat fields
Initial sync job	After connect, background job imports/syncs contacts

HubSpot does not send WhatsApp messages for you — it enriches who the customer is while your team uses Chat.

Example: Harbor Legal Services

Harbor uses HubSpot for intake pipeline stages.

Integrations → HubSpot → Connect
HubSpot OAuth — approve Vendschat app for their portal
Default field mappings created (name, email, phone, company, lifecycle stage)
Initial contact sync runs in background
When a new WhatsApp lead messages Chat, recipient panel shows synced HubSpot fields
Lifecycle stage updates in HubSpot when ops updates mapped fields in Vendschat

Integration catalog card

On Settings → Workspace → Integrations:

UI element	Meaning
HubSpot title	CRM integration
Status dot	Green Active or gray Not connected
Contact count	e.g. `0 contacts` or synced count
Description	“Sync CRM data and automate marketing workflows”
Connect	Starts OAuth (when not connected)
Manage	Opens connection settings (when connected)

Search: Use “Search integrations…” to filter cards.

Connect flow (OAuth)

Vendschat Integrations → Connect
    → HubSpot login & authorize
    → Redirect back to Vendschat
    → Connection saved + default field mappings
    → Initial contact sync enqueued

What gets stored:

HubSpot portal ID and domain
OAuth tokens (refreshed automatically)
Connection status (active / disconnected)

Scopes: Vendschat requests HubSpot scopes needed for contact read/write per product configuration.

Default contact field mappings

When you connect, these mappings are created automatically:

HubSpot property	Vendschat field	Editable in mapping
`firstname`	Custom HubSpot first name	Yes
`lastname`	Custom HubSpot last name	Yes
`email`	Email	No (identity)
`phone`	Phone number	No (identity)
`company`	Custom HubSpot company	Yes
`lifecyclestage`	Custom HubSpot lifecycle stage	Yes

Locked identity fields: email, phone, mobilephone — mapped to core Vendschat identity fields and not remapped to arbitrary targets. You can adjust visible/editable mappings after connect where the product UI allows.

Sync behavior

When	What happens
First connect	Initial contact sync job queued
Manual sync	Re-enqueue sync from integration management
Ongoing	Updates follow product sync rules (contact changes propagate per mapping)

If sync seems stale, try manual sync or disconnect/reconnect after checking HubSpot permissions.

Disconnect

Disconnecting:

Revokes the active HubSpot connection for the workspace
Stops future sync
Does not delete historical Chat threads

Use disconnect when switching HubSpot portals or offboarding CRM sync.

HubSpot vs webhooks vs API

Tool	Best for
HubSpot integration	Bi-directional contact CRM sync
Webhooks	Real-time message events to Make/Zapier/custom
REST API	Custom apps reading/writing messages programmatically (Advanced)

Many teams use HubSpot + webhooks together: CRM for contacts, webhooks for message-triggered automations.

Troubleshooting

Issue	What to try
Connect does nothing	Ensure you have workspace admin access; pop-up blockers for OAuth
0 contacts after connect	Wait for initial sync; check HubSpot has contacts
Wrong portal connected	Disconnect → Connect with correct HubSpot account
Fields not updating	Review field mappings; check locked identity fields
Plan question	HubSpot on all paid tiers in matrix — webhooks need Growth+ separately

Getting started

Use cases

Inbox

Channels

AI Agents

Templates & broadcasts

Integrations

Analytics

Billing

Co-Admin

Legal

Quick reference

What HubSpot integration does

Example: Harbor Legal Services

Integration catalog card

Connect flow (OAuth)

Default contact field mappings

Sync behavior

Disconnect

HubSpot vs webhooks vs API

Troubleshooting

​Quick reference

​What HubSpot integration does

​Example: Harbor Legal Services

​Integration catalog card

​Connect flow (OAuth)

​Default contact field mappings

​Sync behavior

​Disconnect

​HubSpot vs webhooks vs API

​Troubleshooting

​Related docs

Quick reference

What HubSpot integration does

Example: Harbor Legal Services

Integration catalog card

Connect flow (OAuth)

Default contact field mappings

Sync behavior

Disconnect

HubSpot vs webhooks vs API

Troubleshooting

Related docs