Your AI Agent Runs HubSpot in the Chat

Capture leads, update deals, and look up records inside the chat. Boei's agentic AI calls the HubSpot API on the fly and works across web chat, WhatsApp, email, and SMS.

Lead capture + tagging

Update deals + records

You pick which actions are on

Enterprise? Schedule a demo →

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HubSpot Capabilities

What Your AI Agent Can Do With HubSpot

Boei's agentic AI calls the HubSpot API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Capture a new lead

The agent collects qualifying info, then creates a contact and deal in HubSpot with the full chat transcript attached.

I'm interested in your enterprise plan

Got it. I've added you to HubSpot as 'Enterprise interest' and our sales team will reach out today.

Look up an existing record

Returning customers ask for status, the agent fetches the record from HubSpot and replies with the answer.

What's the status of my account?

Looking it up in HubSpot... your account is active, last renewal was on Jan 15. Anything else?

Move a deal to the next stage

After verifying who's chatting, the agent updates deal stage, owner, or amount in HubSpot from the conversation.

We're ready to sign, can you move us forward?

Done. I've moved your deal to 'Negotiation' in HubSpot and pinged your account exec.

Tag and segment leads

The agent applies the right tags or list memberships in HubSpot based on what the visitor says, so segmentation happens in real time.

I'm just researching for now

No problem. I've tagged you 'Researching' in HubSpot so we send you the right resources, not pushy emails.

Need something else? Tell the AI in plain English. The agent figures out the right HubSpot API call and runs it live.

Your Website Widget, Connected to Your CRM

Boei sits on your website as a contact widget with 50+ channels: WhatsApp, live chat, AI chatbot, contact forms, and more. When a visitor reaches out, their information is automatically sent to HubSpot CRM.

No more copying and pasting leads from chat logs. No more missed follow-ups. Every conversation becomes a HubSpot contact with the message, channel used, and page they were on. Ready for your sales team to follow up.

How It Works

From website visitor to HubSpot contact in seconds

Visitor Contacts You

A visitor uses your Boei widget: live chat, WhatsApp, contact form, chatbot, or any other channel.

Boei Syncs to HubSpot

Boei automatically creates or updates a contact in HubSpot with the visitor's details, message, and channel.

Your Team Follows Up

The lead appears in your HubSpot pipeline. Assign it, add it to a sequence, or let your workflows handle it.

Why Connect Boei to HubSpot?

Automatic Contact Creation

Every lead from your website widget becomes a HubSpot contact. Name, email, phone, message, and the channel they used are all captured automatically.

Feed Your Sales Pipeline

Leads flow directly into your HubSpot deals pipeline. No manual entry means no leads slip through the cracks.

50+ Channels, One CRM

Whether visitors contact you via WhatsApp, live chat, email, or AI chatbot. Every conversation ends up in HubSpot. One source of truth for all leads.

No Code Required

Connect your HubSpot account in the Boei dashboard. No API keys to manage, no custom code, no developer needed. Set it up in under 2 minutes.

Frequently Asked Questions

What HubSpot data does Boei create?

Boei creates contacts in HubSpot with the visitor's name, email, phone number (if provided), the message content. Channel they used (WhatsApp, live chat, etc.), and the page URL they were on.

Does it work with HubSpot Free?

Yes. The integration works with all HubSpot plans including the free CRM. You just need a HubSpot account and a Boei Starter subscription.

Will it create duplicate contacts?

No. Boei checks for existing contacts by email address. If a contact already exists in HubSpot, it updates the existing record instead of creating a duplicate.

Is the HubSpot integration included in Boei Starter?

Yes. All integrations are included in the Boei Starter plan at from $19/month. No extra fees for the HubSpot integration.

Can I choose which channels sync to HubSpot?

Yes. You can configure which channels and form types send data to HubSpot. For example, sync contact form leads but not general chat messages.

How do I set it up?

Go to Integrations in your Boei dashboard, click HubSpot, and authorize the connection. Boei handles the rest. No API keys or code needed.

Other CRM Integrations

Boei connects to all the crm tools your team already uses.

Salesforce

Send qualified chat leads straight into Salesforce.

Pipedrive

Push chat leads into your Pipedrive pipeline automatically.

Zoho CRM

Capture website leads in Zoho CRM without manual entry.

Close

Every chat becomes a Close lead, ready for follow-up.

Copper

Website leads flow into Copper CRM in real time.

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