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Setup Guide

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Before you start

  • A Chatbase account with an agent
  • A HubSpot account with permissions to install apps
  • A paid Chatbase plan with Integrations enabled
1

Open your Chatbase agent

Go to your Chatbase dashboard and select the agent you want to connect.
Chatbase dashboard showing agents
2

Connect HubSpot

Go to the Integrations tab, find HubSpot, and click Connect.
Integrations page with the HubSpot card
3

Approve the requested scopes

You will be redirected to HubSpot. Review the requested permissions and click Connect app.
HubSpot OAuth page
4

Confirm the connection

After approval, you will return to Chatbase and see HubSpot marked as Connected.

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Configure the ticket action

Create a ticket action so your agent can open tickets in HubSpot.
1

Create a ticket action

Go to Actions → Create action → Create ticket.
Create ticket action
2

Select HubSpot

Choose HubSpot as the ticket platform, then fill in the ticket fields.
3

Save and test

Save the action and run a test conversation to verify a ticket is created in HubSpot.

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Use the integration

Once connected, your agent can create tickets in HubSpot when the action is triggered. You can check out the action guide here.

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Disconnect HubSpot

To disconnect, go to the Integrations tab, find HubSpot, and click Disconnect.

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Uninstall the app

To uninstall Chatbase from HubSpot, follow HubSpot’s uninstall guide.