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 Setup → Business in the top menu → click your website → Integrations tab → HubSpot.

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 Setup → Business in the top menu and click your website
  2. Open the Integrations tab and select HubSpot
  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 Setup → Business → click your website → Integrations tab → HubSpot
  2. Click Disconnect HubSpot

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

Troubleshooting

Contacts Not Syncing

  • Check HubSpot connection is active under Setup → Business → your website → Integrations
  • 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