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HubSpot

HubSpot

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Shing-Yi Tan
ยท 21 May 2025
3 min read

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

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

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

What youโ€™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 selectย 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.

  • Authorizeย respond.ioย to access your HubSpot data.

Note: Eachย respond.ioย workspace can only connect to one HubSpot account.

5. Once connected, youโ€™ll see a confirmation message and your HubSpot account details.

Viewing HubSpot Contact Properties inย 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 contactโ€™s email or phone number.

You can then click View in HubSpot to open the Contactโ€™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, youโ€™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.

FAQ and Troubleshooting

Can I connect multiple HubSpot accounts?

No, each workspace can only connect to one HubSpot account.

Can I edit HubSpot data inย respond.io?

No, HubSpot contact properties are read-only inย respond.io. Edit them directly in HubSpot.

Why am I not seeing recent edits from HubSpot in my respond.io workspace?

Contact information is cached for 1 minute to limit excessive API requests and reduce the chances of reaching HubSpotโ€™s API rate limit.

During that minute, any direct edits to a Contact in HubSpot will not immediately appear in respond.io. After 1 minute, you can refresh the page to display the latest information.

Is the HubSpot integration supported on all pricing plans?

Yes, the integration is available for all our pricing plans during the Beta period. Access may be limited to certain/higher plans once Beta ends.

What if I disconnect the integration?

Disconnecting will remove access to HubSpot properties in respond.io. Youโ€™ll need to reconnect to view HubSpot properties in respond.io again.

Why canโ€™t I view my HubSpot contact properties in respond.io?

If you canโ€™t view your HubSpot properties in our Inbox or Contacts module, check that their email or phone number in respond.io exactly match those in HubSpot. Even minor differences, such as spaces or special characters, can prevent properties from being displayed.

For example, if a phone number is stored as โ€œ12 3โ€ in HubSpot but as โ€œ123โ€ in respond.io, that Contactโ€™s information wonโ€™t be displayed in respond.io. To fix this, update the contact property in HubSpot to match the format used in respond.io.

Can I connect multiple workspaces to the same HubSpot account?

Yes, you can. However, if the same user connects multiple respond.io workspaces to the same HubSpot account, they will share the same refresh token.

If HubSpot is disconnected from one of these workspaces, the refresh token will be deleted, affecting all other connected workspaces. This is a HubSpot behavior.

If you need to disconnect a workspace, we recommend reconnecting the integration in any affected workspaces immediately after.

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