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HubSpot connects your customer management system so you can bring contacts into a Botcadence list and send conversation activity and updated details back to HubSpot.

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Prerequisites

  • A HubSpot account you are allowed to connect
  • Either permission to complete HubSpot OAuth, or a private app token with access to contacts
  • Permission to add integrations on the project

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Connect

1

Open Add Integration

In the project sidebar, select Integrations, then Add Integration. Select Connect on the HubSpot card.
2

Authorize or paste a token

On Connect HubSpot, either complete Authorize HubSpot, or paste a Private app token.
3

Finish

Complete the wizard until you see HubSpot Connected!

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Verify

On Integrations, the row shows Connected. If a list sync shows Needs Reconnect, edit this integration and authorize HubSpot again.
Open Contacts Lists, configure list sync, pick this connection, and confirm contacts that match your rules appear on the list.

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Use it

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List sync (pull contacts)

On Contacts Lists, open the list → sync / connection settings. Set Connection to this HubSpot integration. Contacts that match the sync rules are added to the list. You must connect HubSpot on Integrations before the list can pull contacts.

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Publish conversation data (push)

On a campaign, inbound, or channel Integrations tab, set Destination to this HubSpot connection (instead of in-app only, Sheets, or Zapier). Conversation activity is logged on the CRM timeline. Map extra fields when the dashboard shows field mapping.
Timeline logging of summary, topics, and a transcript excerpt does not require extra mapping. Field updates need the mappings you configure on that source.

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Limits

  • HubSpot here is for CRM sync and publish. It is not the chat widget.
  • OAuth tokens expire or get revoked; reconnect if sync shows Needs Reconnect.
  • You cannot send the same conversation to HubSpot and Zapier at once as extra destinations.

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Troubleshooting

Connect HubSpot on Integrations first, then return to the list.
Use a private app token with contact access, or complete HubSpot authorization with an account that can install the app.
Confirm the campaign, inbound, or channel Destination is this HubSpot connection, and that a conversation finished on that source.