HubSpot
Connect your AI with HubSpot for unified ticketing and chat support
Overview
Our HubSpot integration provides a unified solution for both ticketing and chat support. With minimal operational changes and a quick 1-hour setup time, your team can handle AI handoffs seamlessly through HubSpot’s familiar interface, whether it’s through tickets or live chat.
Your agents won’t need to learn new tools - they’ll see AI handoffs as regular tickets and chat conversations in their HubSpot workspace, maintaining your current support processes.
Timeline
Setup Time
Complete integration in just 1 hour
Zero Downtime
No interruption to existing support operations
Features
Unified Support
Seamless handoffs through both tickets and chat in one integration
Ticket Management
Automated ticket creation and management in HubSpot’s service hub
Live Chat
Real-time chat handoffs with full conversation history
Context Preservation
Complete conversation history and customer context in every handoff
Integration Path
Enable Integration
- Go to Settings -> Ticketing -> HubSpot in your Open dashboard
- Click Connect with HubSpot
- Authorize with your HubSpot account
Configure HubSpot
Set up in HubSpot:
- Enable Service Hub features
- Configure ticket properties
- Set up chat widget (if using)
- Verify API access
The integration works with both HubSpot’s Service Hub and Chat features, allowing you to handle both ticket and chat handoffs through a single connection.
How It Works
- AI-First Resolution: Our AI agent attempts to resolve customer inquiries based on your configured triggers and rules
- Smart Assessment: If the AI determines it cannot fully resolve the issue, it automatically initiates a handoff
- Unified Handoff: The conversation is transferred to your HubSpot agents through tickets or chat
- Context Transfer: All conversation history and context is preserved for your agents to continue seamlessly
Your agents will see these handoffs as regular tickets or chat conversations in their HubSpot workspace, maintaining your current operational workflow without any disruption.
Use Cases
Ticket Handoff
Ticket Handoff
Smooth transition from AI to human agents through HubSpot tickets, maintaining full context and history.
Chat Handoff
Chat Handoff
Seamless handoff of live chat conversations to support teams with complete message history.
Email Support
Email Support
Automatic ticket creation from email inquiries with smart categorization and routing.
Contact Sync
Contact Sync
Automatic contact creation and updates in HubSpot’s CRM.
Best Practices
Handoff Rules
Define clear criteria for AI-to-human transitions
Ticket Templates
Create consistent ticket formats for different channels
Priority Mapping
Set up smart priority assignment based on context
Team Routing
Configure proper team assignment rules
Need help setting up? Contact our support team for assistance!