# Using the HubSpot Integration in the Inbox

### Accessing HubSpot Data in the Inbox

Once your HubSpot account is connected, you can view CRM data for any contact right inside your conversations.

1. Navigate to the Inbox – Select any conversation with a customer.
2. Open the HubSpot Panel – On the customer profile panel to the right, click on the HubSpot logo (the orange sprocket) to open the data view.

### Linking a Contact to HubSpot

When you open the panel, Zaapi will either find a matching contact automatically or give you the option to link one manually.

**Automatic Linking**

If the contact's email address or phone number in Zaapi matches a contact in HubSpot, their information will be automatically linked and displayed.

**Manual Linking & Creating Contacts**

If no automatic match is found, the panel will be empty. You can:

* Link an existing contact: Use the search bar to find the person in HubSpot by their name, email, or phone number and click to link them.
* Create a new contact: If they do not exist in your CRM, you can create a new contact in HubSpot directly from the Zaapi inbox.

### Your CRM Data, All in One Place

Once a contact is linked, you get a powerful, view-only summary of their HubSpot profile, helping you provide context-aware support without switching tabs.

You can see the following information:

* HubSpot Contact Data: View all fields associated with the contact, such as their name, company, and email. You can also click View in HubSpot for a direct link to their full CRM profile.
* Data Highlights: Get a quick summary of key information, including the contact's Lifecycle Stage, creation date, and last activity date.
* Deals: See all associated deals, including their name, amount, close date, and current stage in your pipeline.
* Tickets: View any support tickets linked to the contact, along with their owner and current status.
* Recent Activity: Scroll through a timeline of the contact's recent activities, such as notes, tasks, emails, and meetings logged in HubSpot.
* Associated Companies: See details of the primary company the contact is associated with.


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