HubSpot

Connect HubSpot to Chatbase so your AI agent can create tickets.

Setup Guide

Before you start

• A Chatbase account with an agent
• A HubSpot account with permissions to install apps
• A paid Chatbase plan with Integrations enabled

1. Open your Chatbase agent

   Go to your Chatbase dashboard and select the agent you want to connect.

   
2. Connect HubSpot

   Go to Settings → Integrations, find HubSpot, and click Connect.

   
3. Approve the requested scopes

   You will be redirected to HubSpot. Review the requested permissions and click Connect app.

   
4. Confirm the connection

   After approval, you will return to Chatbase and see HubSpot marked as Connected.

Configure the ticket action

Create a ticket action so your agent can open tickets in HubSpot.

1. Create a ticket action

   Go to Actions → Create action → Create ticket.

   
2. Select HubSpot

   Choose HubSpot as the ticket platform, then fill in the ticket fields.

3. Save and test

   Save the action and run a test conversation to verify a ticket is created in HubSpot.

Use the integration

Once connected, your agent can create tickets in HubSpot when the action is triggered. You can check out the action guide here.

Disconnect HubSpot

To disconnect, go to Settings → Integrations, find HubSpot, and click Disconnect.

Uninstall the app

To uninstall Chatbase from HubSpot, follow HubSpot’s uninstall guide.