Connecting HubSpot

View customer data from HubSpot CRM directly in your inbox.

What the HubSpot Integration Does

• View HubSpot contact data in the inbox sidebar
• See associated deals and recent activity
• Create notes on HubSpot contacts from conversations
• View email engagement metrics (opens and clicks)

Setting Up HubSpot

• Go to Settings in the left sidebar
• Select Integrations
• Select the brand you want to connect HubSpot to (each brand can have its own HubSpot account)
• Find HubSpot in the Apps section
• Click Connect
• Enter your Private App Access Token
• Click Save changes

Note: HubSpot is connected per brand. If you have multiple brands, you can connect a different HubSpot account to each one.

Creating a HubSpot Private App

• In HubSpot, click the Settings icon (gear) in the top navigation
• Go to Integrations > Private Apps (or Integrations > Legacy Apps in newer accounts)
• Click Create a private app (or Create legacy app > Private)
• Name it (e.g., "Helplane Integration")
• Go to the Scopes tab and enable:
• crm.objects.contacts.read
• crm.objects.contacts.write
• crm.objects.deals.read
• Click Create app
• Copy the access token

Note: You must be a Super Admin in HubSpot to create private apps.

Viewing HubSpot Data

When a conversation is open:

• Look for the HubSpot panel in the right sidebar
• View contact details: name, company, job title, lifecycle stage
• See associated deals with status and value
• View recent notes and activity

Creating HubSpot Notes

From a conversation:

• Open the HubSpot panel
• Click Add Note
• Enter your note
• Click Save

The note appears on the contact's HubSpot timeline.