HubSpot Integration

Sync your Boei contacts and conversations directly with HubSpot CRM. Keep your customer data in one place automatically.

How to get there: Go to Website settings → click your website → scroll down to HubSpot CRM Integration.

What Syncs

The HubSpot integration automatically syncs:

  • Contacts — name, email, phone, and company from forms and chats
  • Tickets — linked to the contact, containing form data and conversation transcripts

Connecting HubSpot

Step 1: Create a Private App in HubSpot

  1. In HubSpot, click the gear icon in the top menu to open Settings
  2. Go to Integrations → Private Apps
  3. Click Create a private app
  4. Name it "Boei" and set the kind of app to Private
  5. Go to the Scopes tab and enable the following:
Scope Purpose
crm.objects.contacts.read Read contact information
crm.objects.contacts.write Create and update contacts
  1. Click Create app and copy the access token

Important: Copy the token immediately — HubSpot only shows it once. If you lose it, you'll need to generate a new one.

Step 2: Connect in Boei

  1. In Boei, go to Website settings (click your website)
  2. Scroll down to HubSpot CRM Integration
  3. Paste your access token and click Connect

How Contact Sync Works

When a visitor provides their email (via form or chatbot):

  1. Boei creates or updates a contact
  2. Contact is synced to HubSpot
  3. Properties are mapped automatically

Mapped Properties

Boei Field HubSpot Property
Email Email
Name First name / Last name
Phone Phone number
Company Company

How Ticket Sync Works

When enabled, conversations also create HubSpot tickets:

  • A Ticket is created and linked to the contact with all form data
  • Find tickets in HubSpot under CRM → Tickets or on the contact's Tickets tab

What Gets Synced

Data is synced from:

  • Contact forms
  • Newsletter signups
  • Chatbot conversations (when email is shared)
  • Call me back & feedback forms

Note: WhatsApp leads won't sync as contact info is not captured.

Disconnect

To remove the integration:

  1. Go to Website settings → HubSpot CRM Integration
  2. Click Disconnect HubSpot

Existing data in HubSpot remains, but new data won't sync.

Troubleshooting

Contacts Not Syncing

  • Check HubSpot connection is active in Website settings
  • Verify the "Sync contacts and messages to HubSpot" toggle is enabled
  • Verify email addresses are valid

Duplicate Contacts

HubSpot uses email as a unique identifier. If duplicates appear:

  • Check for typos in email addresses
  • HubSpot may have existing contacts with the same email

Permission Errors

If you see permission errors:

  1. Disconnect the integration
  2. Create a new Private App in HubSpot with the correct scopes
  3. Reconnect with the new access token
  • Webhooks - Alternative data sync method
  • Contacts - Managing contacts in Boei
  • Inbox - View conversations
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