HubSpot Sync Settings
Configure how data flows between AI Chat For Business and HubSpot CRM.
Sync Frequency Options
Automatic Sync
Manual Sync
Click the "Sync Now" button to trigger an immediate sync.
Contact Field Mapping
Map HubSpot contact properties to AI Chat fields:
Auto-Create Contacts
Enable this to automatically create HubSpot contacts when:
Sync Logs
View recent sync activity in the dashboard:
Best Practices
Configure how data flows between AI Chat For Business and HubSpot CRM.
Sync Frequency Options
Automatic Sync
- Hourly: Best for active sales teams needing real-time data
- Daily: Suitable for most use cases, reduces API calls
Manual Sync
Click the "Sync Now" button to trigger an immediate sync.
Contact Field Mapping
Map HubSpot contact properties to AI Chat fields:
| HubSpot Field | AI Chat Field |
|---|---|
| Contact Email | |
| firstname | First Name |
| lastname | Last Name |
| company | Company |
| phone | Phone Number |
Auto-Create Contacts
Enable this to automatically create HubSpot contacts when:
- A visitor provides their email via pre-chat survey
- A visitor requests to speak with a human agent
Sync Logs
View recent sync activity in the dashboard:
- Total records processed
- Records created vs updated
- Any errors encountered
Best Practices
- Start with daily sync to evaluate data quality
- Enable auto-create only after testing with a few contacts
- Regularly check sync logs for errors
- Map only the fields you actually need