Sync Chatonbo Leads to HubSpot CRM
Automatically create HubSpot contacts every time your AI chatbot captures a lead. No manual data entry, no copy-pasting — every lead flows directly into your CRM pipeline.
Why Connect Chatonbo to HubSpot?
Your chatbot captures leads around the clock. HubSpot integration ensures every lead enters your sales pipeline without anyone lifting a finger.
Automatic CRM Entry
Every lead captured by your chatbot is automatically created as a HubSpot contact. No more copying emails from a dashboard into your CRM — it happens instantly, whether you are online or asleep.
No Manual Data Entry
Sales teams waste hours copying lead data between tools. With Chatonbo and HubSpot connected, contact creation, field mapping, and note logging all happen automatically. Your team focuses on selling, not data entry.
Complete Lead History
Every conversation your chatbot has with a lead is saved as a note in HubSpot. When your sales rep opens a contact, they see the full conversation summary, the page the visitor was on, and what questions were asked — all before picking up the phone.
Prerequisites
Chatonbo Pro Plan
The HubSpot integration requires a Pro ($19/mo), Business, or Enterprise plan. View pricing and upgrade at any time.
HubSpot Account
Any HubSpot plan works, including HubSpot Free CRM. You need admin access to your HubSpot portal to authorize the OAuth connection.
Step-by-Step Setup Guide
Connect Chatonbo to HubSpot CRM in under 5 minutes. Follow these six steps.
Go to Your Bot Settings
Log into your Chatonbo dashboard and select the bot you want to connect to HubSpot. Click on the Integrations tab in your bot settings. This is where all external connections are managed — HubSpot, Slack, Zendesk, Zoho, and webhooks.
Find HubSpot and Click Connect
Locate the HubSpot integration card in the integrations list and click "Connect." The HubSpot CRM integration is available on Pro, Business, and Enterprise plans. If you are on the free plan, you can upgrade from your billing page in seconds.
Authorize Chatonbo in HubSpot
You will be redirected to HubSpot to authorize the connection. Sign in to your HubSpot account, select the portal you want to connect, and grant Chatonbo permission to create contacts and add notes. Chatonbo uses OAuth 2.0 — your credentials are never stored.
Map Chatonbo Fields to HubSpot Properties
Configure how Chatonbo data maps to HubSpot contact properties. By default, name maps to First Name and Last Name, email maps to Email, phone maps to Phone Number, and company maps to Company Name. You can also map data to custom HubSpot properties if your CRM uses a specific schema.
Choose Lead Capture Triggers
Decide when a HubSpot contact should be created. Options include: when a lead is captured (visitor shares email or phone), when a conversation ends, or both. Most teams choose lead capture — this creates a HubSpot contact the moment a visitor identifies themselves through the chatbot.
Test the Integration
Verify everything works by triggering a test lead. Visit your website, start a conversation with your chatbot, and share a test email address. Open your HubSpot contacts — you should see a new contact created with all the mapped fields, plus a note containing the conversation summary.
What Gets Synced to HubSpot
Every piece of lead data your chatbot captures is automatically synced to the right place in HubSpot.
Contact Created
A new HubSpot contact is created with first name, last name, email, phone number, and company. If the contact already exists, the record is updated instead.
Conversation as Notes
The full conversation summary is added as a note on the contact timeline. Includes the page URL, timestamps, bot name, and a natural-language summary of the discussion.
Lead Source Tracking
Chatonbo sets the lead source property to "AI Chatbot" so you can filter and report on chatbot-sourced leads in HubSpot. Track ROI by comparing chatbot leads against other channels.
What It Looks Like in HubSpot
Sarah Johnson
sarah@example.com
Phone
+1-555-0123
Company
Acme Corp
Lead Source
AI Chatbot (Chatonbo)
Lifecycle Stage
Lead
Latest Note (via Chatonbo)
Visitor asked about Business plan pricing, team member limits, and CRM integrations. Interested in annual billing discount. Requested a demo call. Source page: /pricing. Bot: Sales Assistant.
Advanced Tips
Get even more out of the Chatonbo and HubSpot integration with these power-user strategies.
Custom HubSpot Properties
Create custom properties in HubSpot (e.g., "Product Interest," "Budget Range," "Chatbot Source Page") and map them to Chatonbo fields. This gives your sales team richer context on every contact.
Lifecycle Stage Automation
Set up HubSpot workflows that automatically advance contacts from "Lead" to "MQL" based on chatbot engagement signals — for example, if the visitor asked about pricing or requested a demo.
Lead Scoring with Chatbot Data
Use the conversation summary and source page data to enrich your HubSpot lead scoring model. Visitors who chat about pricing or enterprise features score higher than those asking general questions.
Multi-Bot CRM Strategy
Run different chatbots for different pages or products. Route each bot to different HubSpot pipelines or assign contacts to different sales reps based on which bot captured the lead.
Frequently Asked Questions
Which HubSpot plans work with Chatonbo?
Chatonbo works with all HubSpot plans, including HubSpot Free CRM. As long as you have API access enabled in your HubSpot portal, the integration will work. On the Chatonbo side, you need a Pro plan ($19/month) or higher.
Will duplicate contacts be created if the same visitor chats again?
No. Chatonbo checks for existing contacts by email address before creating a new one. If a contact already exists in HubSpot, Chatonbo updates the existing record and adds a new conversation note instead of creating a duplicate.
Can I map chatbot data to custom HubSpot properties?
Yes. During the field mapping step, you can map any Chatonbo data point to any HubSpot contact property — including custom properties you have created. This is useful if you track lead source, product interest, or other custom fields.
What happens to conversation history in HubSpot?
Each conversation is added as a note on the HubSpot contact record. The note includes a summary of the conversation, the page URL where the chat happened, timestamps, and the bot name. Your sales team gets full context without switching to the Chatonbo dashboard.
See it work on your own website
Paste your URL and chat with an AI agent trained on your content — right now, in 60 seconds.
Try It on Your WebsiteReady to Automate Your Lead Pipeline?
Create your Chatonbo account, connect HubSpot, and start syncing leads automatically. Setup takes less than 5 minutes. Sales teams across the United States, United Kingdom, Germany, Israel, and Canada use Chatonbo to fill their CRM without manual work.
Start Free — No Credit Card RequiredFree plan includes 250 conversations/month. Upgrade to Pro for HubSpot integration.