HelpLane + HubSpot Integration
Access your HubSpot CRM data right inside HelpLane. View contact details, recent deals, and notes while responding to customers.
What you can do with HubSpot
Contact Overview in Sidebar
See HubSpot contact details including name, company, lifecycle stage, and email engagement metrics without leaving the conversation.
View Associated Deals
See the customer's recent deals including deal name, amount, stage, pipeline, and expected close date.
Access Recent Notes
View the latest notes on the HubSpot contact to understand the full customer history before responding.
Create Notes from HelpLane
Add notes to HubSpot contacts directly from your conversation view. Keep your CRM updated without switching tabs.
Email Engagement Metrics
See email opens and clicks for each contact to gauge engagement levels before responding.
Direct CRM Links
Jump directly to the contact's HubSpot profile with one click to view their complete CRM record.
Use Cases
Informed Support Responses
Before responding to a customer, see their deal status, previous interactions, and any notes from sales. Provide context-aware support that acknowledges their relationship with your company.
Sales & Support Alignment
When support conversations reveal upsell opportunities or churn risks, create a note in HubSpot so sales sees the full picture.
Customer History at a Glance
New support agents can quickly understand a customer's history by viewing HubSpot data directly in the conversation sidebar.
Easy Setup
Create a HubSpot Private App
In HubSpot, create a private app with access to contacts, deals, and notes. Copy the access token.
Add the Integration in HelpLane
Go to Settings > Integrations, select your brand, and connect HubSpot. Paste your private app access token.
View HubSpot Data
Open any conversation with a matching customer email to see their HubSpot data in the sidebar.
Create Notes
Use the Add Note button in the HubSpot panel to create notes that appear on the contact's timeline.
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