Connect HubSpot to SmartChat
Connect HubSpot in the AI Chat. Then SmartChat confirms every new inquiry in WhatsApp and adds it to your CRM.
Every enquiry becomes a contact in your CRM.
When someone gets in touch, they get an instant reply on WhatsApp. At the same time, SmartChat looks up their phone number in HubSpot and creates them if they don't exist yet.
The prospect gets a confirmation and their record is in the CRM.
Anyone who asks for a consultation gets a confirmation and is saved as a contact.
New project enquiries get a reply and a task for the team.
From the event in HubSpot to the message.
A trigger from HubSpot reaches SmartChat through the secret webhook address of your automation . HubSpot sends to it directly or via Make, Zapier or n8n.
Something happens
A contact fills out a form or a deal changes its status.
HubSpotThe notification goes out
The event is sent to the webhook address, with the phone number and the fields you need.
webhookA filter checks
If you want, you only let through events where a field has a specific value.
FiltersWhatsApp goes to the contact
If the phone number is missing, SmartChat skips the step. Otherwise the approved template goes out.
Template
What an automation in HubSpot can do.
According to the connection's list, HubSpot offers these actions. SmartChat AI picks the ones your automation needs based on your goal.
- Create every new contact from my landing page in HubSpot if they don't exist there yet.
Create contact
Creates a contact. Matching by phone number prevents duplicates.
- For every contact who replies to the reminder, note in HubSpot that they're interested.
Update record
Changes individual fields of an existing record without touching the rest.
- Save every reply to my follow-up message as a note on the HubSpot contact.
Save the note
Adds a time-stamped note to a record.
- Create a task in HubSpot as soon as a prospect asks about a price.
Create task
Creates a task for your team in the CRM.
- Create a deal in HubSpot after every viewing sign-up.
Create deal
Creates a deal. You can also search deals and tickets.
- Create a ticket in HubSpot when a contact writes a complaint.
Create a ticket
Creates a ticket for requests a person should handle.
Follow up when a deal is waiting.
When a deal's status changes in HubSpot, the program reports it to the webhook address. Your contact then reads a calm, personal follow-up.
Handling enquiries without and with SmartChat.
Without a connection
- Every enquiry has to be manually transferred to the CRM.
- Anyone who hears nothing after the form moves on.
- Meeting notes are scattered across chats and people's heads.
- Who should follow up when is only known by whoever remembers it.
With HubSpot in SmartChat
- The contact is looked up by phone number and created.
- The confirmation goes out on WhatsApp as soon as the event arrives.
- Replies land in the inbox, and a note can go into the CRM.
- The team gets a task when someone needs help.
This is how the confirmation looks for the contact.
Readable instantly
The confirmation arrives while your contact is still on your website.
As an approved template
Outside the inbox, SmartChat only sends templates that Meta has reviewed and approved. SmartChat AI writes them and submits them.
Replies in the inbox
When the contact replies, you read it in the inbox.
You describe the goal, SmartChat AI builds it.
You say in plain sentences what should happen automatically. You see the automation before it runs.
- 1
You name the occasion
You write what should happen and what then goes to the contact.
Confirm every new enquiry from HubSpot on WhatsApp and create the contact there if it's missing. - 2
You add a condition
If you only want certain cases, you name the field and the value.
Only start this when the deal status is set to Quote sent. - 3
You switch it on
SmartChat AI shows you the trigger and the message. If everything looks right, you switch on the automation.
Show me the automation before it starts.
HubSpot is connected in three steps.
You don't need a developer. You only enter your HubSpot password in HubSpot's own sign-in window.
You write it in the AI Chat
You write in the AI Chatthat you want to connect HubSpot. SmartChat AI shows a card with the button.
AI ChatYou sign in to HubSpot
The sign-in window opens. You choose your account and allow access.
HubSpotThe connection is set up
From now on, an automation can carry out actions in HubSpot.
Done
Frequently asked questions about HubSpot and SmartChat.
How do I connect HubSpot with SmartChat?
Write in the AI Chatthat you want to connect HubSpot. SmartChat AI shows you a card with the button to connect. Then HubSpot's sign-in window opens, where you choose your account and allow access.
Do I give SmartChat my HubSpot password?
No. You only type your password in HubSpot's sign-in window.
How does a new contact get from HubSpot to SmartChat?
Through the trigger "Event from an app". Every automation gets a secret webhook address. HubSpot sends its events there, directly or through a tool like Make, Zapier or n8n.
What happens if the event has no phone number?
Then SmartChat can't send a WhatsApp and skips this step. The automation doesn't continue for this contact.
Can I let only certain events through?
Yes. You can filter on fields, for example only when a status has a certain value.
Can SmartChat search for and create a contact in HubSpot?
Yes. An automation searches for the contact by phone number and creates or updates it. That way every number appears only once in your CRM.
Which actions can an automation carry out in HubSpot?
For example creating and searching contacts, partly updating records, creating notes and tasks, creating and searching deals and tickets, and creating meetings. SmartChat AI picks the action based on the goal you give.
Does SmartChat keep my HubSpot in sync both ways all the time?
No. SmartChat carries out actions when your automation runs and receives events through the webhook. There's no constant two-way sync.
Can contacts' replies end up in HubSpot?
Replies first appear in the inbox. An automation can create a note on the contact if you describe that as your goal.
Who can set up the connection?
Only an admin builds and changes automations with SmartChat AI. Team members without this role read and reply in the inbox.
Which plan do I need?
An automation with HubSpot counts as an additional automation. Free and Starter only include the fixed automation for new contacts. The Basic plan has three automations, one of them fixed, and Pro has unlimited.
What does the connection cost?
SmartChat costs €0 on the Free plan and €299, €499 or €999 a month for Starter, Basic and Pro, each plus VAT. Sending and every run of an automation need no credits. Meta charges its own fees for messages. You can find the details here.
Why do I need a template?
Outside the inbox, SmartChat only sends templates that Meta has checked and approved. SmartChat AI writes the template and submits it for you.
And if someone writes STOP?
Anyone who writes STOP is unsubscribed right away and gets nothing more from your automations. SmartChat confirms it to them in WhatsApp.
Let your CRM pitch in. In 60 seconds your system is ready.
Enter your website and SmartChat AI builds your landing page, confirmation and thank-you message in 60 seconds. Then you connect HubSpot in the AI Chat.