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HubSpot CS/Support integration

If you are interested in the HubSpot analytics integration, learn about it here.

Configuring the HubSpot integration for content

  1. Go to Integrations. Click “Add” on the HubSpot Help Center card (not the analytics one).

    HubSpot CS integration card

  2. Enter your domain. Your domain should follow the pattern support.yourdomain.com.

    HubSpot CS domain input

  3. Optionally, adjust the settings. For more details on settings, read the section below.

  4. Click “Connect”. Your docs will start syncing.

    HubSpot CS import success

HubSpot help center integration settings

  1. Sync frequency: The frequency of syncs. Note: automatic syncs are only available on Growth and Enterprise tiers.
    1. Manual — synced manually
    2. Weekly — automatically synced weekly
    3. Daily — automatically synced daily
  2. Default visibility: If set to "Live", your help docs will immediately be searchable in Spotlight. Integration settings

Configuring the HubSpot chat handoff integration in Copilot

  1. From Copilot settings, expand the “Chat” section.

  2. For the CTA, use “Open chat” → HubSpot.

    HubSpot CS open chat CTA

  3. When Copilot can’t find an answer to your user’s query, they’ll have the option to use your fallback CTA.

    Copilot fallback CTA

Configuring the HubSpot chat handoff integration in HelpHub

  1. From HelpHub settings, expand the “Additional Resources” section

  2. Add your Support CTA (e.g., “Chat with support”) and set up the button click to “Open Chat” → HubSpot.

    HubSpot CS support CTA

  3. Your HelpHub will display your support CTA at the bottom.

    HelpHub support CTA