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How to connect HubSpot to AskVault

What connecting HubSpot does

Growth+

HubSpot powers one skill, sdr_lead_qualifier. With both on, qualified prospects from your chat land in HubSpot as contacts with lifecycle stage lead, carrying:

  • email and first name
  • company_size
  • buying_intent (evaluating, implementing, browsing or support)
  • budget_range

Nothing else is synced. Transcripts are not attached, deals are not created, and the bot does not read HubSpot data to answer visitors.

Set it up

  1. In AskVault, open Integrations and choose HubSpot.
  2. Sign in to HubSpot, pick the portal if you have several, and approve access.
  3. In HubSpot, create the contact properties company_size, buying_intent and budget_range if you want those values kept.
  4. Open the Skills page and turn on sdr_lead_qualifier.
  5. In the chat playground, send a message such as "We're 250 people, evaluating tools, budget about 30k, I'm [email protected]", then check HubSpot.

Access AskVault asks for

  • crm.objects.contacts.read and crm.objects.contacts.write, to find a contact by email and create or update it.
  • crm.objects.deals.write, requested at connect time; no AskVault feature creates deals today.

Tokens are stored encrypted. Automatic token refresh is rolling out; until then, reconnect if the connection stops working.

Duplicates

The skill looks the contact up by email and updates it rather than creating a second one. The same email is sent at most once per 24 hours.

By default, only companies with at least 100 employees are sent. Lower or raise the threshold with min_company_size in the sdr_lead_qualifier configuration on the Skills page.

Send every lead, not just qualified ones

If you want every captured lead in HubSpot, use the lead.captured webhook with a no-code tool such as Zapier or Make, or your own endpoint, to create contacts. See the webhook recipes.

Common pitfalls

Contact created but fields empty. The custom properties do not exist in HubSpot. Create them with the exact names above.

Contacts stop arriving in HubSpot. The connection may have expired or been revoked. Reconnect under Integrations › HubSpot.

Connect is locked. Integrations need Growth or above.

FAQ

Are transcripts attached to the contact?

No. Only the fields listed above are sent.

Can the bot look up a customer's HubSpot deal?

No. The integration only writes contacts.

Does it work with Salesforce instead?

Not this skill. See the Salesforce integration for what Salesforce supports.

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