Connect HubSpot
Sign in with HubSpot once for the whole workspace. Each new lead from your Support Agents then arrives in HubSpot as a contact, with a note that links to the chat.
Note
HubSpot opens to workspaces in turn. Until Integrations shows Sign in with HubSpot, these steps don’t apply.
Sign in with HubSpot
Press Sign in with HubSpot in Integrations. You need a HubSpot Super Admin login.
Pick your account and approve
HubSpot asks which account to use and what hiy may do. hiy asks only to read and write contacts.
Wait for a lead
The card says Connected as your account, and last sync once a lead has arrived.
Good to know
- A new lead creates the contact, or updates it when the email matches. A blank field never overwrites what you have in HubSpot.
- A lead with only a phone number is matched by phone first. If no contact has it, hiy creates one.
- One note per chat, with the summary and a link to the conversation. Sending the same lead again never adds a second note.
- If HubSpot can’t take a lead, the card says why in a few words, and the ? has the detail. hiy tries again for about a day.
- Disconnect stops sending and deletes hiy’s access. To remove the app in HubSpot too, open Settings › Integrations › Connected apps.
- Deleting a person in hiy doesn’t delete them in HubSpot: that record is yours.
- Leads from personal agents and Team Agents are not sent.