HubSpot

The HubSpot integration enables you to connect your HubSpot account with your respond.io workspace. With this integration, you can:

• View and edit HubSpot contact properties like email, phone number, lifecycle stage, and more directly in respond.io.

• Reduce platform switching by accessing contact data inside the Inbox and Contacts modules.

What you’ll need

• Admin access in HubSpot.

• Owner or Manager access in respond.io.

Setting Up the Integration

Install the HubSpot Integration

1. In your Workspace, go to Workspace settings > Integrations

2. Navigate to HubSpot and select Manage.

3. Select the Connect HubSpot button.

4. A new pop up will be opened for you to sign in with your HubSpot account. Follow along the steps to connect your HubSpot account.

• Authorize respond.io to access your HubSpot data.

Note: Each respond.io workspace can only connect to one HubSpot account.

5. Once connected, you’ll see a confirmation message and your HubSpot account details.

Viewing HubSpot Contact Properties in respond.io

You can view HubSpot properties in the Inbox and Contacts modules.

Inbox module

Go to Inbox and click on a Contact to view their HubSpot properties in the right sidebar.

Contacts module

Go to Contacts and click on a Contact to view their HubSpot properties in the right sidebar.

For both the Inbox and Contacts modules, if no match is found, you can verify and update the contact’s email or phone number.

You can then click View in HubSpot to open the Contact’s profile directly in HubSpot.

Selecting and Editing HubSpot Contact Properties in respond.io

You can now customize which HubSpot contact properties are visible in your respond.io workspace and directly edit selected properties within respond.io.

If you already have a HubSpot account connected in respond.io, you’ll need to refresh permissions to enable these updates.

1. Go to Workspace settings > Integrations

2. Select HubSpot

3. Refresh your access token

Selecting HubSpot Contact Properties

1. Navigate to Workspace settings > Integrations
   

   

2. Click Manage next to HubSpot.
   

   

3. Under Manage HubSpot Properties, click Customize view to choose which contact properties to display in the Inbox and Contacts modules on respond.io.
   

   

4. Click Save to apply your settings.
   

   

Editing HubSpot Contact Properties

You can now edit certain HubSpot contact properties directly within respond.io.

To enable this feature, go to Manage HubSpot properties and turn on the toggle. Once enabled, all users in your workspace will be able to edit the selected HubSpot properties from respond.io.

Non-editable fields remain read-only and must be updated directly in HubSpot.

Important Notes:

• Email and Phone Number fields are non-editable.

• Ensure you have proper permissions in both respond.io and HubSpot to edit fields.

• If changes do not appear immediately, refresh your page after 1 minute due to API caching.

To discard changes, select the Restore icon next to each editable field. This can be accessed in both the Inbox and Contacts module.

Inbox module

• Go to the Inbox module and select a contact.

• Select the HubSpot icon.

• Click on the HubSpot property you want to edit and update the information. Your changes sync immediately to HubSpot.

Contacts module

• Go to the Contacts module and select a contact.

• Select the HubSpot icon.

• Click on the HubSpot property you want to edit and update the information. Your changes sync immediately to HubSpot.

Creating HubSpot contacts automatically

Any new contact created in HubSpot will also be automatically created in respond.io, ensuring that your CRM and messaging platform are always in sync. This improves workflow efficiency and helps you respond to new leads faster.

Note: This feature only applies to new contacts added in HubSpot after enabling the setting. Existing HubSpot contacts will not be created automatically on respond.io. To sync existing HubSpot contacts, import them manually into respond.io.

How to Enable

To set it up:

1. Go to Workspace Settings > Integrations > HubSpot.

2. Turn on the Create Contacts automatically toggle.

Optional Settings

Two optional checkboxes appear when the main toggle is enabled:

Add “Auto-Create: HubSpot” Tag

• Automatically adds a tag “Auto-Create: HubSpot” to Contacts created via this integration.

• This helps identify how the Contact was sourced, but will not trigger workflows on respond.io.

• The tag is listed in the Tags module and cannot be manually removed or edited.

Include Bulk-Imported Contacts

• When selected, Contacts added to HubSpot via Bulk Import will also be created on respond.io.

• These Contacts do not count towards MAC (Monthly Active Contacts) and do not trigger workflows unless a conversation is initiated.