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# How to connect Hubspot with Crisp

*Learn how to connect HubSpot to Crisp so contacts, deals, lists, and CRM context stay visible from your Inbox.*

The **HubSpot** plugin supports two-way contact synchronization between Crisp and HubSpot. It also lets operators view deals and list memberships, create deals, add contacts to static lists, and report Crisp conversations to HubSpot activity.

| The HubSpot plugin is available from the **Crisp Essentials** plan.

__Use this guide to jump to the right section:__
* [Connect HubSpot to Crisp](#1-connect-hubspot-to-crisp) → install and authorize the plugin
* [Understand how HubSpot works with Crisp](#1-understand-how-hubspot-works-with-crisp) → contact sync, mapped data, and widget actions
* [Import previous HubSpot contacts](#1-import-previous-hubspot-contacts) → bring existing contacts into Crisp
* [Customize the HubSpot widget](#1-customize-the-hubspot-widget) → choose additional fields to display
* [Troubleshooting](#1-troubleshooting) → what to do if something does not work

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# ${color}[#0080dd](Connect HubSpot to Crisp)

1. Start the [**HubSpot plugin installation**](https://app.crisp.chat/initiate/plugin/c0e71a40-d51d-4f4d-a1a7-d1e8689035c0/) and select the Crisp workspace where the plugin should be installed.
2. Click **Connect to HubSpot** to open HubSpot.
3. Select the HubSpot account to connect, if you have more than one.
4. Click **Connect App**.
5. Return to Crisp and review the plugin settings.

The plugin is now connected. You can optionally control whether Crisp operators with **Member** permissions can add or remove customers from lists, create deals, and use other widget actions.

---

# ${color}[#0080dd](Understand how HubSpot works with Crisp)

#### ${color}[#445055](Contact synchronization)

HubSpot and Crisp can synchronize contacts in both directions. When a contact is created or updated in HubSpot, the change can be reflected in Crisp. When a contact is created or updated in Crisp, the change can also be reflected in HubSpot.

If you only want one direction of synchronization, disable the direction you do not need from **Plugins → HubSpot → Settings**.

|| The HubSpot plugin creates and updates **contacts**, not leads.

![HubSpot contact synced to Crisp](https://storage.crisp.chat/users/helpdesk/website/a4823be626ad8800/husbpot_qlfpbz.png =1000xauto)

| Contacts created in Crisp from HubSpot receive the `hubspot` segment so your team can identify their origin.

#### ${color}[#445055](Contact data synced from Crisp to HubSpot)

__The following Crisp fields can be synced to HubSpot:__
* **Email** → used to match an existing HubSpot contact or create a new one
* **Name** → split into HubSpot first name and last name fields
* **Website** → contact website
* **Phone** → contact phone number
* **Address** → contact address
* **Gender** → contact gender
* **Job title** → contact job title
* **Company** → company associated with the contact

If a Crisp contact name contains several words, the first word is used as the first name and the remaining words are saved as the last name in HubSpot.

#### ${color}[#445055](Contact data synced from HubSpot to Crisp)

__The following HubSpot fields can be synced to Crisp:__
* **Email** → used to match an existing Crisp contact or create a new one
* **First name** → added to the Crisp contact name
* **Last name** → appended to the Crisp contact name when available
* **HubSpot segment** → adds the `hubspot` segment when a new contact is created from HubSpot
* **Website** → contact website
* **Phone** → contact phone number
* **Address, city, zip code, state** → saved in the Crisp contact address
* **Custom fields** → saved as Crisp custom data when enabled in the plugin settings

| Enable the HubSpot custom contact properties you want to synchronize from **Plugins → HubSpot → Settings**. Enumeration fields use the stored HubSpot value rather than the display label.

#### ${color}[#445055](HubSpot widget in Crisp)

The HubSpot widget lets operators view a contact's **Deals** and **List Memberships** directly from the Crisp conversation sidebar. It also provides direct links to the HubSpot contact profile, specific deals, and lists.

![HubSpot deals and list memberships in Crisp](https://storage.crisp.chat/users/helpdesk/website/a4823be626ad8800/slice-copy_1raz7oc.png =1000xauto)

Operators can update a deal priority or stage, remove a contact from a HubSpot list, create a deal, add a contact to a static list, and report a Crisp conversation to the HubSpot contact activity.

![Create a HubSpot deal from Crisp](https://storage.crisp.chat/users/helpdesk/website/a4823be626ad8800/create-deal_1x0skjo.png =1000xauto)

![Add a Crisp contact to a HubSpot list](https://storage.crisp.chat/users/helpdesk/website/a4823be626ad8800/add-list_lsikmd.png =1000xauto)

![Report a Crisp conversation to HubSpot](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/report_10fc79u.png =1000xauto)

|| Conversation message timestamps are reported to HubSpot in the **UTC+00** timezone.

|| HubSpot dropdown property types are not supported in the additional deal fields view.

---

# ${color}[#0080dd](Import previous HubSpot contacts)

The automatic sync handles new and updated contacts after the plugin is connected. If you want to bring older HubSpot contacts into Crisp, export them from HubSpot and import the CSV into Crisp.

1. In HubSpot, open your contacts table.
2. Click **Table Actions → Export View**.

![Export HubSpot contacts as a CSV](https://storage.crisp.chat/users/helpdesk/website/a4823be626ad8800/export_1no5mi1.png =1000xauto)

3. In Crisp, go to **Contacts → Import CSV** and upload the file.

![Import a HubSpot CSV into Crisp contacts](https://storage.crisp.chat/users/helpdesk/website/a4823be626ad8800/import_ur2wg.png =1000xauto)

| Learn more in [How to import my user data](https://help.crisp.chat/en/article/how-to-import-my-user-data-dcukz8/).

---

# ${color}[#0080dd](Customize the HubSpot widget)

You can choose which HubSpot custom attributes or deal data should be synchronized and displayed inside Crisp.

1. Go to [**Crisp**](https://app.crisp.chat).
2. Open **Plugins → HubSpot → Settings**.
3. Select the contact or deal properties you want to show in Crisp.
4. Save your settings.

![Open HubSpot plugin settings in Crisp](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/screenshot-2024-08-02-at-10531_172x9f9.png =1000xauto)

![Select HubSpot fields to display in Crisp](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-02-28-at-095612_isclfj.png =1000xauto)

---

# ${color}[#0080dd](Troubleshooting)

###### ${color}[#F08820](The HubSpot plugin is connected but data is not syncing)

First, review **Plugins → HubSpot → Settings** and confirm that the synchronization direction you need is enabled. If the issue persists, contact Crisp support with the Crisp contact email, the HubSpot contact link, and the behavior you expected to see.