HubSpot CRM Connector
Automatically sync qualified leads from your AI chat widget directly into HubSpot CRM. Create contacts, deals, and log activities without manual data entry.
What Gets Synced
Contacts
New leads are automatically created as HubSpot contacts with name, email, phone, and source tracking.
Deals
High-intent leads automatically create deals in your pipeline with value estimates and qualification data.
Activities
Chat conversations are logged as notes on the contact record for full context when following up.
Setup Instructions
Open Your Widget Settings
Go to your Widgets page and select the widget you want to add HubSpot sync to. Open the widget's Connectors tab.
Connect HubSpot Account
Click Connect HubSpot. You'll be redirected to HubSpot to authorize the connection. Choose the HubSpot account you want to sync with. This creates a HubSpot connector for your organization - all widgets can use it.
Permissions required: OnLeads needs permission to create contacts, deals, and activities in your HubSpot account.
Enable CRM Tools
Once the connector is active, switch to the Tools tab on your widget settings. Enable the CRM sync tools (Contact Sync, Deal Creation, Activity Logging) and they'll be bound to your HubSpot connector for this widget.
Configure Auto-Sync
Toggle Auto-sync handoffs to HubSpot in your connector settings. When enabled, OnLeads will automatically sync leads to HubSpot whenever a conversation reaches the handoff state - creating the contact, deal, and activity note without any manual action.
You can also trigger a manual sync for any individual lead from the lead detail page using the Sync to HubSpot button.
Test the Connection
Click Test Sync on the HubSpot connector to send a test contact to HubSpot. The contact is automatically deleted after the test - just confirm it appeared briefly in your HubSpot account.
Field Mapping
Here's how OnLeads data maps to HubSpot fields:
| OnLeads Field | HubSpot Field | Notes |
|---|---|---|
| Lead Name | First Name, Last Name | Auto-split if full name provided |
| Primary identifier for deduplication | ||
| Phone | Phone Number | Formatted to E.164 standard |
| Lead Source | Original Source | Set to "OnLeads" |
| Confidence Score | Lead Score | 0-100 based on qualification |
| Conversation | Note/Activity | Full chat transcript attached |
Troubleshooting
Leads not appearing in HubSpot▼
Check the HubSpot connector status on your widget's Connectors tab. OAuth tokens can expire - click Reconnect if the status shows an error.
Duplicate contacts created▼
OnLeads checks for existing contacts by email before creating new ones. If duplicates occur, it may be due to email variations (e.g., + aliases).
Sync status shows errors▼
Check the sync logs on your widget's HubSpot connector. Common issues include missing required HubSpot fields or permission problems.
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