Connect HubSpot

Supported conversations

Bubbling imports threads from the HubSpot conversations inbox, including customer messages, human replies, and Breeze replies that the API returns.

Inbox chat and email threads are supported. A CRM ticket alone is not a conversation transcript.

Before you start

• A Bubbling account with access to your project.
• A HubSpot account with a conversations inbox and a Super Admin who can create a private app.
• A private app access token with conversations.read permission, which allows access to inbox conversations.

Get the access token

1. In HubSpot, open Development > Legacy apps.
2. Select Create legacy app, choose Private, and name the app Bubbling.
3. On the Scopes tab, add conversations.read and create the app.
4. On the Auth tab, select Show token, then Copy.

Connect your inbox

1. In Bubbling, open Connect. If a source already exists, select New connection.
2. Select HubSpot Service Hub.
3. Paste the token into Private app access token and select Connect.

Import behavior

After connection, Bubbling imports available history in batches and checks for new or updated conversations on a schedule.

History and new messages import separately. Large histories and provider API limits can delay completion.

Repeat imports update existing conversations. The available history depends on what the provider retains and permits Bubbling to read.

Import and review are separate steps. A conversation can arrive before it appears in Conversations or produces an alert.

Limitations

Internal comments and welcome messages do not import. Attachment contents and voice recordings are not reviewed.

Only threads accessible through the conversations inbox API can import. Other CRM records do not provide a substitute for those threads.

Check the import

1. In Connect, check the import status and conversation count.
2. Open Conversations and compare one transcript with its thread in the HubSpot conversations inbox.

Common problems

• If you cannot access private apps, ask a HubSpot Super Admin to create the token.
• If you see an access error, check the conversations.read permission and copy the token from the correct HubSpot account.
• If the token was replaced, update Private app access token in the Bubbling connection and select Save.
• If a CRM ticket is missing, check whether it has a thread in the conversations inbox. Bubbling imports those threads.

Create your first alert

1. After a conversation appears in Conversations, open Monitors.
2. Create a monitor and select Lost sale under Common monitors.
3. Select Test on past conversations to check the example against recent conversations.
4. Close the results and check that Active state is on.
5. Select Save.

Receive alerts by email or Slack

1. Open Settings and turn Notifications on.
2. Set Frequency to As it happens or Once a day.
3. Under Email, select Send test message and check the project owner inbox.
4. If Slack is available, connect your workspace and choose a channel.
5. Turn the Slack switch on and send a test message.