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Connecting to HubSpot

Step 1: Go to the ‘Integrations’ Tab image
  • After creating your AI Agent, navigate to the ‘Integrations’ tab.
  • Look for the option to connect your agent.
Step 2: Initiate the Connection image
  • Click on the ‘Connect’ button to start the process
Step 3: Select HubSpot Account image
  • Sign in to your HubSpot account or choose the HubSpot account you want to connect your agent to.
  • Ensure you select the correct account for proper functionality.
Step 4: Confirm Connection image
  • Follow any additional prompts to finalize the connection.
  • Verify that the agent is successfully connected to HubSpot.

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Disconnecting from HubSpot

Step 1: Disconnect inside Expertise AI image
  • Find the ‘Integrations’ tab.
  • Find HubSpot and click Disconnect.
  • Confirm the prompt. What happens:
  • Data that was already synced to HubSpot stays in HubSpot.
  • New contacts, conversations, and events will no longer sync to HubSpot after you disconnect.
Step 2: Uninstall inside HubSpot (recommended) image
  • In HubSpot, go to ‘Your Integrations’.
  • Find Chatsimple AI/Expertise AI Chatbot.
  • Click Actions → Uninstall and follow the prompts to complete.

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Troubleshooting

  • Don’t see the app in HubSpot? Make sure you’re in the correct portal and have App Marketplace permissions.
  • Still seeing data sync after uninstall? Verify the app is removed in Connected apps and that the integration shows disconnected in Expertise AI.

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Congratulations!

You’ve successfully integrated Expertise AI with HubSpot! Enjoy engaging with your visitors through intelligent, real-time conversations.