CustomerGPT for HubSpot: Send Chatbot Leads Straight to Your CRM

Connect Your HubSpot Account

In the CustomerGPT dashboard, pick the chatbot in the top-left selector, open Integrations and click Connect Account on the HubSpot CRM card. Sign in to HubSpot, choose the account to connect, and approve write access to contacts. You return to the dashboard, and the card shows Connected with your portal ID.

Turn On Lead Delivery

Open Sales Automation for the same chatbot, check "Send contacts and qualification summaries to HubSpot" and save. Delivery errors, such as a revoked connection, are listed right below that setting.

Test With a Real Chat

Open your chatbot, share a name and a test email, and answer a qualifying question. Within about a minute the contact appears in HubSpot under Contacts, with the summary in its Message field. Failed deliveries are retried automatically.

Sales and marketing teams that run HubSpot CRM and want every qualified chatbot lead in their pipeline without manual entry.

• • One-way: CustomerGPT writes to HubSpot. Changes made in HubSpot are not synced back.
• • Contacts only. Deals, companies, tickets and full chat transcripts are not created.
• • A chat is sent only once the visitor gives a valid email address.
• • Values the bot collects overwrite the same fields on an existing contact, including the Message field.
• • Available on CustomerGPT Growth, Scale and Enterprise plans.

Which HubSpot plan do I need?

Any HubSpot plan works, including the free HubSpot CRM. You need permission to install apps in that HubSpot account, which super admins have by default.

What permissions does CustomerGPT request in HubSpot?

Only write access to contacts (crm.objects.contacts.write), plus HubSpot's basic OAuth scope. CustomerGPT cannot read, export or delete your existing contacts, and does not touch deals, companies, tickets or other records.

Which HubSpot fields does CustomerGPT fill in?

Email, first name, last name, phone, company, and Message. Message holds the lead status, the answers the bot collected, its reasoning, and the conversation ID. Fields the visitor did not provide are left unchanged.

Will CustomerGPT create duplicate contacts?

No. Contacts are matched by email: an existing contact is updated, and a new one is created only when no contact has that email. A retried delivery updates the same contact.

Can different chatbots send leads to different HubSpot accounts?

Yes. Each chatbot has its own connection. Select a chatbot before clicking Connect Account and choose its HubSpot account on HubSpot's account screen. To move a chatbot to another account, click Reconnect and pick the new one.

How do I disconnect HubSpot from a chatbot?

To stop sending leads, uncheck "Send contacts and qualification summaries to HubSpot" in Sales Automation and save. To also revoke CustomerGPT's access to the HubSpot account, uninstall the app in HubSpot as described below.

How do I uninstall the CustomerGPT app from HubSpot?

In HubSpot, click the settings icon, go to Integrations > Connected Apps, open the CustomerGPT app and choose Uninstall. HubSpot revokes the app's access immediately for every chatbot connected to that account.

What happens to my data if I disconnect or uninstall?

Contacts CustomerGPT already created or updated stay in HubSpot unchanged: nothing is deleted. New leads stop reaching HubSpot, and deliveries that cannot be sent show an error in Sales Automation. Lead details remain in your CustomerGPT conversation history, and reconnecting resumes delivery for new leads.