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.