Managing HubSpot Connections
Connect ChatSignals to HubSpot to sync conversations, automate workflows, track activity, and enhance your CRM with AI-powered support capabilities.
Connecting your HubSpot account to ChatSignals is a straightforward process that unlocks the full power of AI-driven conversations. If you're connecting HubSpot for the very first time as part of your initial setup, please refer to our Initial Setup & Onboarding guide.
This guide focuses on adding additional HubSpot connections after your initial onboarding, or managing existing ones.
Connecting Your HubSpot Account
1. Initiate the Connection
Navigate to Settings → Data Sources in your ChatSignals dashboard. Here, you'll see an option to Add Data Source. Select HubSpot from the available options.
Click the Connect to HubSpot button. A new window will open, redirecting you to HubSpot's authorization page. Keep these instructions handy!
2. Log In to Your HubSpot Account
You'll be prompted to log in to your HubSpot account using your usual credentials. ChatSignals leverages HubSpot's native authentication, so there are no extra logins to manage.
3. Select Your HubSpot Account (If Applicable)
If you manage multiple HubSpot accounts, you'll be asked to select which one you wish to connect to ChatSignals. If you only have one account, this step will be skipped automatically.
4. Confirm Required Permissions
ChatSignals is designed to work deeply within your HubSpot CRM, treating it as the source of truth for your customer data. This means we require specific permissions to ensure seamless operation and to provide the most value. We only request the permissions necessary for our functionality.
Required permissions include:
- conversations.read: To read conversation messages and threads, allowing the bot to understand context.
- conversations.write: To post AI-generated bot responses directly into your HubSpot conversations.
- crm.objects.owners.read: To list your team members for intelligent handoff assignments.
- crm.objects.contacts.read/write: To access existing contacts and create new ones based on conversation data.
- crm.schemas.contacts.write: To create custom properties within HubSpot for tracking ChatSignals-specific data.
- crm.objects.leads.read/write: To access and create leads, supporting sales-focused actions.
5. Connection Complete!
That's it! Once you've granted the permissions, you'll be redirected back to ChatSignals, and your HubSpot account will be successfully connected.
ChatSignals will automatically:
- ✅ Fetch your HubSpot portal ID.
- ✅ Retrieve all your conversation inboxes.
- ✅ Subscribe to conversation webhooks for real-time updates.
- ✅ Set a sync start date (defaulting to 1 year back) to begin importing historical data.
- ✅ Begin syncing your conversation history.
You can now proceed to configure which inboxes you want ChatSignals to monitor and start setting up your AI bots!
Disconnecting ChatSignals from HubSpot
Should you ever need to disconnect ChatSignals from your HubSpot account, the process is managed directly within HubSpot.
- Open your HubSpot account and navigate to Settings → Integrations → Connected Apps.
- Locate ChatSignals in your list of connected apps and follow the prompts to disconnect.
Important Notes:
- Disconnecting ChatSignals will not affect your existing HubSpot data in any way. All your conversations, contacts, and custom properties will remain intact.
- If you wish to reconnect in the future, simply follow the setup guide above.
- We do not automatically receive notifications when you disconnect ChatSignals. If you have an active subscription with us, please notify our support team at support@chatsignals.io so we can assist you with any billing adjustments.
Questions? Contact support at support@chatsignals.io