HubSpot
Overview
Connect HubSpot to Chat Aid for both searching your crmdata and performing Actions like creating and updating items directly from conversations.
How to Connect
For Data Source (Read-only):
- Navigate to Integrations in your Chat Aid dashboard
- Find HubSpot in the CRM category
- Click Connect
- Authenticate with your HubSpot credentials
- Select which content to train on
- Click Start Training
For Actions (Read + Write):
- Navigate to Actions in your Chat Aid dashboard
- Find HubSpot
- Click Connect
- Authenticate and grant permissions
- Use the
[action]filter in conversations to create and update items
Actions
This integration also supports Actions, allowing Chat Aid to perform tasks in HubSpot directly from conversations - such as creating tickets, updating tasks, or managing items.
What Data is Accessed?
The permissions Chat Aid requests depend on how you connect HubSpot:
Data Source Connection (Read-only):
- Read-only access to your content for searching and answering questions
- No write or delete permissions
Actions Connection (Read + Write):
- Read access - To view existing items for context
- Write access - To create and update items on your behalf
For Actions, Chat Aid only performs operations you explicitly request. We never share your data with third parties, and your data is never used to train AI models.
Chat Aid absorbs the following information:
Contacts
- Contact name
- Contact job title
- Contact account name
- Contact address
- Contact email address
- Contact phone number
- Last activity at
- Created at
- Updated at
Engagements
- Engagement owner
- Engagement content
- Engagement subject
- Engagement direction
- Engagement type: call, email, meeting or raw response
- Engagement start time
- Engagement end time
- Engagement account
- Engagement contact
- Engagement opportunity
Notes
- Note owner
- Note content
- Note contact
- Note account
- Note opportunity
- Created at
- Updated at
Opportunities
- Opportunity name
- Opportunity description
- Opportunity amount
- Opportunity owner
- Opportunity account
- Opportunity contact
- Opportunity stage
- Opportunity close date
- Created at
- Updated
Tasks
- Task subject
- Task content
- Task owner
- Task account
- Task contact
- Task opportunity
- Completed at
- Task due date
- Task status
- Created at
- Updated at
Users
- User name
- User email
- Is user active: true/false
- Created at
- Updated at
Auto-Retrain
Keep your HubSpot data up-to-date by configuring automatic retraining schedules (Daily, Weekly, or Monthly).
Need Help?
Contact our support team at support@chataid.com