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Read and change how OpenCX works with HubSpot: the user the AI acts as, who handed-off conversations are assigned to, reply-all on AI emails, the ticket stage used on close, and the handoff comment. Connecting HubSpot and changing credentials happen in Settings → Ticketing; the access token is never returned.

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Key Concepts

  • Not connected — reads answer 200 with connected: false; updates answer 404
  • Partial updates — omitted fields keep their value
  • Handoff assignment — handoff_user_id is required with assign_to_user and cleared for the other types
  • AI user — changing default_user_id moves the conversations the AI owns to the new user

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Available Endpoints

Get settings

Read the HubSpot AI user, handoff assignment, reply-all, close stage, and handoff comment settings.

Update settings

Change the HubSpot AI user, handoff assignment, reply-all, close stage, or handoff comment. Omitted fields keep their value.

List users

List the users of the connected HubSpot account, to pick the AI user or the handoff user.