The HubSpot integration allows you to connect your HubSpot account with HighEngage, enabling leads captured through your AI agent to be automatically synchronized with your HubSpot CRM. This helps your sales and marketing teams manage leads more efficiently without manual data entry.
Before You Begin #
Ensure you have:
- An active HighEngage account.
- A HubSpot account.
Connecting HubSpot with HighEngage #
- Log in to your HighEngage account.
- Navigate to Settings → Integrations.
- Locate HubSpot and click Connect.
- You will be redirected to the HubSpot authorization page.
- If you already have a HubSpot account, click Sign in to your HubSpot account.
- If you do not have an account, click Create a new HubSpot account and complete the registration process.
- Once authenticated, HubSpot will display the available account(s) associated with your login.
- Select the HubSpot account you want to connect and click Choose Account.
- After the authorization is completed, you will be redirected back to HighEngage.
- The integration status will change to Connected, confirming that your HubSpot account has been linked successfully.
Your HubSpot account is now successfully connected. To enable it for your agent, follow the steps below:
11. View your agent from dashboard, click edit.
12. Go to actions, View Hubspot
13. Click Hubspot, enable the toggle button
14. Click save.
HubSpot integration is now enabled for your agent.
How It Works #
- A visitor interacts with your AI agent on your website.
- During the conversation, the AI agent requests the user’s contact information through the Lead Capture Form.
- The visitor completes the form by entering details such as Name, Email Address, and Phone Number.
- Once the form is submitted, HighEngage captures the lead information.
- If the Create Contact in HubSpot action is enabled, HighEngage automatically sends the captured lead details to your connected HubSpot account.
- A new contact is created in HubSpot → Contacts
- All future leads captured through the chatbot follow the same automated workflow, ensuring your CRM stays up to date.
Verifying the Connection #
Once connected:
- The HubSpot card in Settings → Integrations will display Connected.
- The Connect button will change to Revoke.
- New leads captured by HighEngage will automatically be synchronized with your connected HubSpot account.
Revoking the Integration #
If you no longer wish to use HubSpot with HighEngage:
- Navigate to Settings → Integrations.
- Locate the HubSpot integration.
- Click Revoke.
Once revoked:
- HighEngage will no longer synchronize leads with HubSpot.
- Previously synchronized contacts will remain in HubSpot.
- Lead synchronization will resume only after reconnecting the integration.
Troubleshooting #
- Unable to connect
- Ensure you are using the correct HubSpot account.
- Verify that your account has permission to authorize integrations.
- Try signing out and signing back into HubSpot.
2. Unable to choose an account
- Ensure your HubSpot login has access to at least one HubSpot portal.
- Refresh the page and try selecting the account again.
3. Leads are not syncing
- Verify that the integration status is Connected.
- Ensure your chatbot is successfully capturing lead information.
- Reconnect the integration if synchronization has stopped.
4. Connection lost
If the authorization expires or is revoked:
- Go to Settings → Integrations.
- Click Connect to authorize your HubSpot account again.
Benefits #
- Automatically sync leads from HighEngage to HubSpot.
- Eliminate manual lead entry and reduce errors.
- Keep your CRM updated with new customer information.
- Enable faster follow-ups by your sales team.
- Centralize customer interactions and lead management.
If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.
