Connect HubSpot with Verabase

Sync HubSpot contacts, deals, and tickets with Verabase so your AI agents have full customer context during every conversation.

What syncs

Contacts & companiesDeals & pipeline stagesTickets & conversationsCustom propertiesLifecycle stages

Automation triggers

Deal stage changed

When a deal moves to a new pipeline stage (e.g. Closed-Won), trigger an automated knowledge push.

Ticket created

When a support ticket is created in HubSpot, Verabase checks if the AI already has an answer and suggests it.

Contact property updated

When a contact's subscription tier or plan changes, Verabase updates the agent's context.

Setup guide

Estimated setup time: ~8 minutes. Prerequisites: HubSpot Professional or Enterprise plan (Private Apps are not available on Free or Starter plans). Admin access required.

Create a Private App in HubSpot

Go to Settings → Integrations → Private Apps in your HubSpot account. Click Create a private app, name it "Verabase", and add the following scopes: crm.objects.contacts.read, crm.objects.deals.read, crm.objects.tickets.read.

Generate and copy the access token

Click Create app and copy the access token that appears. This token is shown only once — store it securely.

Add HubSpot in Verabase

In your Verabase dashboard, navigate to Settings → Integrations and click Add HubSpot. Paste your access token in the field provided.

Select pipelines and objects to sync

Choose which deal pipelines, ticket queues, and contact lists should be visible to your AI agents. You can restrict access per agent.

Test the connection

Click Test Connection. Verabase will pull a sample of recent contacts and deals to verify access. A green checkmark confirms everything is working.

Use cases

Post-sale onboarding automation

When a deal moves to Closed-Won in HubSpot, Verabase automatically sends the new customer a welcome message with links to relevant setup documentation, pulled from your knowledge base.

Ticket deflection with AI

Before a HubSpot ticket is assigned to a human agent, Verabase checks if the question has already been answered in your knowledge base. If a match is found, the customer receives an instant AI response, reducing ticket volume.

Customer context in live chat

When a customer opens a chat, your AI agent sees their HubSpot record — subscription tier, open deals, past tickets — and tailors responses accordingly. No tab-switching needed.

Frequently asked questions

Does Verabase write data back to HubSpot?

Currently, the HubSpot integration is read-only. Verabase reads your CRM data to provide context to AI agents but does not modify HubSpot records. Write-back support is on the roadmap.

Can I restrict which agents see HubSpot data?

Yes. Under each agent's settings, you can control which integrations it has access to. A public-facing support agent might see tickets only, while an internal sales agent sees deals and contacts.

How often does data sync?

Verabase syncs HubSpot data in real time via webhooks for supported events (deal stage changes, new tickets). A full re-sync runs every 6 hours as a fallback.

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