Integrations · HubSpot CRM

HubSpot AI chat integration

Wire Nexora Chat and Nexora Voice into HubSpot so every conversation creates or updates Contacts, Companies, and Deals in real time. The integration uses HubSpot's OAuth flow and Conversations API, so chat sessions appear in the HubSpot Inbox alongside human-handled threads. Pipeline stages move automatically based on detected intent; reps pick up the conversation with full transcript context. No duplicate records, no manual data entry, no broken handoffs.

How it works

Three steps to ship HubSpot in your pilot

STEP 1

Connect your HubSpot portal

OAuth flow links your HubSpot portal. Nexora reads your contact properties, deal stages, and pipeline configuration so the agent writes to the right place without admin tickets.

STEP 2

Route conversations to Inbox

Chat and voice sessions appear in HubSpot Conversations Inbox alongside human-handled threads. Reps can take over mid-conversation; the agent hands off context-aware so the visitor never restarts.

STEP 3

Trigger workflows on outcome

Detected intents fire HubSpot workflows: book-a-demo conversations enrol contacts in a sales sequence, support tickets create cases, qualified leads progress the deal stage automatically with the conversation attached.

What teams use it for

Common HubSpot use cases

  • Web-chat conversations that create or enrich Contact and Company records as the visitor identifies themselves.

  • Voice callbacks that progress Deal stages when buying signals are detected, with the transcript attached to the Deal.

  • Marketing-qualified-lead handoff: chat captures the form data, enrolment in the nurture workflow happens on the spot.

Code preview

HubSpot — create-or-update contact from chat

HTTP
POST /crm/v3/objects/contacts
{
  "properties": {
    "email": "<from-conversation>",
    "firstname": "<from-conversation>",
    "lifecyclestage": "lead",
    "hs_lead_status": "NEW",
    "nexora_chat_transcript": "<conversation-summary>"
  }
}

Stylised example — not a runnable script. Endpoints, payload shapes, and authentication are documented in the integration runbook shipped during the pilot.

Frequently asked questions

Common questions

Does Nexora Chat appear inside the HubSpot Inbox?

Yes. Every Nexora Chat session is routed through HubSpot's Conversations API so it appears in the Inbox alongside human-handled threads. Reps can read the conversation, take over mid-session, or hand back to the agent. The visitor sees one continuous experience; the team sees one source of truth.

Can the integration move HubSpot deal stages automatically?

Yes. Detected conversation intents trigger HubSpot workflows that move deals between stages. A "ready to buy" signal can advance a deal to Proposal Sent; a strong objection can route it to a Senior Rep Review stage. Every transition is logged on the deal record so the trail is auditable.

Does the agent respect HubSpot list memberships?

Yes. The agent reads dynamic and static list memberships before initiating outbound flows, so suppression lists, do-not-contact lists, and lifecycle-stage segmentation are honoured. Compliance with consent and contact-preference workflows is part of the HubSpot integration's default behaviour.

What is required to set up the HubSpot connection?

A HubSpot Super Admin completes the OAuth flow and grants the requested scopes (CRM read/write, Conversations read/write, Workflows trigger). Nexora ships a default scope set; we narrow or expand it during the pilot based on your governance posture. Setup takes under a day on a clean portal.

Ready to wire HubSpot into your pilot?

Pilot in 14 days. Live in 30.

A 30-minute scoping call. We bring the HubSpot integration patterns. You bring the system credentials and the first use case.

Talk to salesSee product capabilities