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Quick Start for HubSpot
Expertise AI Knowledge Base
Quick Start for HubSpot
Quick Start for HubSpot
HubSpot specific setup guide
1. Creating your first agent
Learn how to create your first AI Agent
Last updated on November 7, 2025
2. Connecting to HubSpot
Process to connect to/disconnect from HubSpot
Last updated on November 7, 2025
3. Your first playbook | Lead capture & Fieldmapping in HubSpot
Setting up processes to capture and propagate HubSpot contacts
Last updated on November 13, 2025
4. Getting meetings booked via HubSpot Calendar
Embedding HubSpot Calendar
Last updated on November 13, 2025
5. Understanding Pipeline Impact in the Expertise AI Dashboard
Last updated on November 13, 2025
6. Setting up HubSpot Workflows based on Captured Contacts
Processes to trigger workflows in HubSpot
Last updated on November 13, 2025
7. Configuring the Training of the Agent
Polishing the training of the agent
Last updated on November 13, 2025
8. Polishing Appearance
Polishing the appearance for the agent.
Last updated on November 13, 2025
9. Embedding your Agent
Last updated on November 13, 2025
Misc. HubSpot Ticket Creation & Status Checks
Creating tickets in HubSpot and checking their status via the AI.
Last updated on November 13, 2025
Misc: HubSpot Livechat Handoff
Doing a handoff for HubSpot livechat
Last updated on November 13, 2025
Misc: Integrating Expertise Booking with HubSpot
Last updated on October 15, 2025
Misc: Second chatbot showing up on calendar / in chat window bug
How to deal with chatbot showing up in iframe bug.
Last updated on October 29, 2025
Misc: Configure to Send All Conversations to HubSpot
Last updated on November 4, 2025
Misc: Getting HubSpot Notifications in Slack
Last updated on November 11, 2025
Misc: Setting Up Ticket Notifications in Slack from Expertise AI HubSpot tickets
Last updated on November 13, 2025
Misc: Leading routing with Expertise AI & HubSpot
Last updated on November 13, 2025