> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vendschat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot CRM integration

> Connect your HubSpot account to sync contacts and keep CRM fields aligned with Vendschat customer profiles.

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**

<img src="https://mintcdn.com/vendocker-llc/8CzbwqbLov2i2QJ1/images/logos/hubspot.svg?fit=max&auto=format&n=8CzbwqbLov2i2QJ1&q=85&s=6d06f72bc54e27dc80d042d53ac477b4" alt="HubSpot" width="40" height="40" data-path="images/logos/hubspot.svg" />

**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.

1. **Integrations** → HubSpot → **Connect**
2. HubSpot OAuth — approve Vendschat app for their portal
3. Default field mappings created (name, email, phone, company, lifecycle stage)
4. Initial contact sync runs in background
5. When a new WhatsApp lead messages **Chat**, recipient panel shows synced HubSpot fields
6. 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)

```text theme={null}
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 |

***

## Related docs

* [Integrations overview](/integrations/integrations-and-automation-overview)
* [Webhooks guide](/integrations/webhooks-guide)
* [Integrations FAQ](/integrations/integrations-faq)
* [Chat inbox — recipient panel](/inbox/chat-inbox-overview)
* [Billing](/billing/pricing-plans-reference)
