When your AI agent hands off a conversation to a human agent, the HubSpot integration automatically displays comprehensive customer information directly in your inbox, giving your team complete context to provide exceptional support.

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What You Get

When a human agent takes over from AI, they instantly see:

Contact Information

Full contact details, names, emails, phone numbers, and contact history

Company Details

Associated companies, domains, industry information, and company size

Deal History

Active and past deals, stages, amounts, close dates, and sales context

Previous Tickets

Complete support history with subjects, status, and previous resolutions

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How It Appears in Your Inbox

When an AI conversation is handed off to a human agent, your support inbox automatically displays a Customer Context Panel with:

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📋 Customer Overview

  • Contact Name: John Doe
  • Company: Example Corp (Technology, 50 employees)
  • Email: john@example.com
  • Phone: +1 (555) 123-4567

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💼 Current Deals

  • Annual Subscription - $50,000 (Closed Won)
  • Additional Services - $15,000 (In Progress)

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🎫 Recent Support History

  • March 16: “Login Issue” - Resolved in 2 hours
  • February 28: “Feature Request” - Escalated to Product Team
  • January 15: “Billing Question” - Resolved same day

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🏢 Company Information

  • Domain: example.com
  • Industry: Technology
  • Size: 50 employees
  • Location: San Francisco, CA

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Benefits for Your Support Team

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Setup Process

1

Create HubSpot Private App

In your HubSpot account:

  • Go to Settings → Integrations → Private Apps
  • Click Create a private app
  • Enter app name: “Open.cx Integration”
  • Enable these permissions:
    • Read contacts
    • Read companies
    • Read deals
    • Read tickets
  • Save and copy your access token

Keep your access token secure - you’ll need it in the next step

2

Connect to Open.cx

In your Open.cx dashboard:

  • Go to Settings → CRMs
  • Click Connect HubSpot
  • Paste your HubSpot access token
  • Click Test Connection to verify everything works
  • Save the integration

The connection will automatically verify your HubSpot portal and permissions

3

Start Getting Customer Context

That’s it! Your HubSpot integration is now active.

When AI hands off conversations to human agents, HubSpot customer information will automatically appear in your inbox with:

  • Complete contact details
  • Company information
  • Deal history and status
  • Previous support tickets

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Privacy & Security

  • Read-only access to HubSpot data
  • Secure token encryption
  • GDPR compliant data handling

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Need Help?

Setup Support

Contact our team for help setting up your HubSpot integration

The HubSpot integration works automatically - no training required. When AI hands off to human agents, customer context appears instantly in your inbox.