> ## Documentation Index
> Fetch the complete documentation index at: https://docs.open.cx/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot overview

> Run HubSpot as the surface your reps work in while OpenCX resolves, routes, and syncs every conversation and customer record.

OpenCX works alongside your reps inside HubSpot. The AI resolves what it can, escalates what it can't, and files every <Tooltip tip="When the AI determines it cannot fully resolve a conversation, it transfers the session to a human agent with full context attached.">handoff</Tooltip> straight into a HubSpot ticket or conversation thread your reps already live in — no separate inbox, no context rebuild.

<Note>
  This page covers **HubSpot as a control integration** — tickets, handoff, conversations, and CRM context. For **syncing Knowledge Base articles as AI training data**, see [HubSpot as a knowledge source](/knowledge/sources/hubspot-kb/overview).
</Note>

<Tip>
  Setup starts at [**Settings → Integrations**](https://platform.open.cx/settings/integrations) in your OpenCX dashboard. Use **OAuth Public App** for new connections.
</Tip>

## What you get

<AccordionGroup>
  <Accordion title="Tickets your reps pick up with full context" icon="ticket">
    When the AI escalates, OpenCX creates a HubSpot ticket. The conversation summary becomes the description, the full transcript is attached, and an internal handoff comment lands on the conversation with the AI's reasoning. Your reps open the ticket and keep going — no "what happened before I got here?" questions.
  </Accordion>

  <Accordion title="Conversations that stay in HubSpot end to end" icon="reply">
    Web chat and email conversations flow through HubSpot's conversations inbox. Rep replies travel back to the contact on the channel they wrote in. Internal comments stay private.
  </Accordion>

  <Accordion title="CRM context when your reps need it" icon="address-book">
    On handoff, the OpenCX inbox displays the contact's HubSpot record — name, email, company, deals, and previous tickets. Your reps see the full customer picture without switching tabs.
  </Accordion>

  <Accordion title="Contact data stays in sync" icon="rotate">
    OpenCX creates or updates HubSpot contacts automatically. Custom data on tickets syncs both directions — changes your reps make in HubSpot flow back to the OpenCX session, and vice versa.
  </Accordion>
</AccordionGroup>

## Supported channels

Pick the channel you want to wire through HubSpot — each page covers the implementation details for that channel on top of the shared HubSpot setup.

<CardGroup cols={2}>
  <Card title="AI Chat Widget" icon="comments" href="/integrations/hubspot/channels/widget">
    Live chat handoff into the HubSpot conversations inbox.
  </Card>

  <Card title="AI Email Support" icon="envelope" href="/integrations/hubspot/channels/email">
    Email threads routed to HubSpot with per-domain signatures.
  </Card>

  <Card title="AI WhatsApp Support" icon="whatsapp" href="/integrations/hubspot/channels/whatsapp">
    WhatsApp handoffs filed as HubSpot tickets with full context.
  </Card>

  <Card title="AI SMS Support" icon="comment-sms" href="/integrations/hubspot/channels/sms">
    SMS handoffs filed as HubSpot tickets.
  </Card>

  <Card title="AI Phone Support" icon="phone" href="/integrations/hubspot/channels/phone">
    Phone handoffs with call transcript attached to the ticket.
  </Card>
</CardGroup>

## Observability

<AccordionGroup>
  <Accordion title="Handoff comment with summary and sentiment" icon="clipboard-list">
    Every handoff posts an internal comment on the HubSpot conversation with the AI's summary of the issue, detected sentiment, and language. Your reps know why the AI escalated before they read the transcript.
  </Accordion>

  <Accordion title="Session link back to OpenCX" icon="link">
    The handoff comment includes a direct link to the full OpenCX session — AI reasoning, tool calls, and the complete conversation timeline. One click from HubSpot to the debug view.
  </Accordion>
</AccordionGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Connect HubSpot" icon="plug" href="/integrations/hubspot/connect">
    OAuth setup, AI sender, workflow actions, signatures.
  </Card>

  <Card title="Handoff & Sync" icon="arrow-right-arrow-left" href="/integrations/hubspot/handoff">
    Ticket creation, contact sync, CRM context.
  </Card>

  <Card title="Webhook Reference" icon="webhook" href="/integrations/hubspot/webhooks">
    Inbound event payloads and the HubSpot API calls OpenCX makes back.
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/integrations/hubspot/troubleshooting">
    Connection failures, missing tickets, reply sync issues.
  </Card>
</CardGroup>