CRM

HubSpot AI customer support integration

Connect HubSpot and let a SolveoAI agent create and update contacts, open deals and support tickets, and log notes and follow-up tasks from live conversations.

Available on Pro and above. Connects with OAuth.

Capabilities

What the agent can do in HubSpot

  • Create and update contacts

    Create a HubSpot contact from a conversation, update name, phone and company on an existing one, or search contacts by filters. Email changes are never made from chat and go through your team instead.

  • Open and update deals

    Create a deal linked to the contact the agent is talking to, update the fields the visitor asked to change, and link contacts, deals, companies and tickets to one another by email and name instead of internal IDs.

  • Create support tickets

    Open a HubSpot support ticket with a priority the agent sets, associated with the contact. A request to speak with a person goes to SolveoAI's own escalation instead of a ticket.

  • Log notes and follow-up tasks

    Attach a note summarising the conversation to the contact and create a follow-up task for your team, so the CRM record reflects what the agent discussed.

  • Look up tickets

    Fetch a HubSpot ticket by its number so the agent can tell a customer where their request stands.

What the HubSpot integration is for

Most support and sales conversations end with something that belongs in the CRM: a new lead, a deal that moved, a ticket for the team, a note about what was promised. The HubSpot integration lets a SolveoAI agent do that writing itself, during the conversation, so your HubSpot record is current without anyone copying from a chat transcript.

How the agent uses HubSpot

  • A new visitor shares their details. The agent creates the contact, or finds the existing one by email, before it does anything else in HubSpot.
  • A visitor asks for a quote or a demo. The agent opens a deal linked to the contact and adds a follow-up task for the owner.
  • A visitor reports a problem your team handles later. The agent opens a support ticket with a priority and the details, associated with the contact.
  • A visitor asks for a person right now. That is not a HubSpot ticket. The agent escalates to your live chat queue, see escalation.
  • The conversation ends. A note summarising it is attached to the contact.

Setup

  1. Open the agent in the SolveoAI dashboard, go to Actions, then Integrations.
  2. Click Connect on HubSpot and authorize in the HubSpot popup.
  3. Enable the HubSpot actions you want the agent to use. Each agent has its own credentials, so a sales agent and a support agent can write to HubSpot differently.

HubSpot is available on Pro and above, from $149/month. The agent also works with the HubSpot tickets knowledge source, which lets it answer from past tickets.

Related

FAQ

Common questions

Which plans include the HubSpot integration?
HubSpot is available on Pro and above, from $149/month. Cal.com, Calendly and Slack are the integrations included on Free and Starter.
How do I connect HubSpot to a SolveoAI agent?
Open the agent, go to Actions, then Integrations, and click Connect on HubSpot. Authorize in the HubSpot popup; no API keys are copied. Each agent has its own HubSpot credentials.
Can the agent change a contact's email address?
No. The agent can update name, phone and company, but email changes require identity verification and are left to your team through live chat or support.
Does the agent create a ticket when someone asks for a human?
No. A request to speak with a person triggers SolveoAI's escalation to your live chat queue. HubSpot tickets are for requests your team will follow up on inside HubSpot.

Related docs

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