HubSpot
Find and create contacts, companies and leads in HubSpot, with notes from the chat.
Category
CRM
Connect with
An API key or token
Tools
9
Get a token
In HubSpot: Settings → Integrations → Private Apps → Create a private app, named e.g. ORYVOX. Under Scopes, tick:
| Scope | Used for |
|---|---|
crm.objects.contacts.read, crm.objects.contacts.write | Find and create a contact, add a note |
crm.objects.companies.read, crm.objects.companies.write | Find and create a company |
crm.objects.deals.read, crm.objects.deals.write | Create and update a deal |
crm.objects.owners.read | Assign a sales owner |
Create app → copy the Access token (pat-…).
Connect
- 01
Integrations → HubSpot → Connect.
Open Integrations, find HubSpot (search, or the CRM category) and click Connect.
- 02
- 03
Tools
For each tool you choose when it runs. Agents only tools never reach the website chat.
| Tool | What it does | Access | Where |
|---|---|---|---|
| Find contact | Find a CRM contact by email. | Read | Chat and agents |
| Create contact | Create a CRM contact from what the visitor shared. | Write | Chat and agents |
| Find company | Find a company by its domain or name. | Read | Chat and agents |
| Create company | Create a company in the CRM. | Write | Chat and agents |
| Create lead | Create a deal for a sales enquiry, linked to the contact by email. | Write | Chat and agents |
| Update lead | Update a deal's stage or amount. | Write | Chat and agents |
| Add note | Add a note to a contact (by email). | Write | Chat and agents |
| Assign owner | Assign a contact to an owner (sales rep) by the owner's email. | Write | Chat and agents |
| Save conversation summary | Save a short summary of this conversation on the contact. | Write | Chat and agents |
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