HubSpot

HubSpot puts the agent next to your support tickets. When a ticket is created in the connected HubSpot account, the agent reads the ticket's subject and description, works out an answer using your knowledge and tools, and writes it to a Runbear card on the ticket record, where your team can read it. The agent doesn't read or reply in HubSpot inboxes or conversations, and a ticket with no description is skipped.

Setup#

1. In the Runbear dashboard, open your agent and go to the Chatbots tab.
2. Click the HubSpot tile.

3. Log in to your HubSpot account.
4. Select your HubSpot account. If you only have one account, this step is skipped automatically.

5. Review and approve the required scopes and permissions.
6. Back in the Runbear dashboard, enter a name for the account and click Add.

The integration is now complete. From now on, each new ticket in the connected HubSpot account gets the agent's answer in the Runbear card on the ticket record.

Disconnecting#

1. Delete the HubSpot connection from the Chatbots tab; see Deleting a connection.
2. The HubSpot account itself can't be disconnected from Settings → Integrations in Runbear. To fully remove Runbear from HubSpot, go to Settings > Integrations > Connected Apps in HubSpot and uninstall Runbear.