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HubSpot integration is coming soon. The steps below show how it will work once it launches. Contact support to join the early-access list.
The HubSpot integration will sync every lead ClientX captures into your HubSpot CRM — contacts, companies, and deal records are created automatically, with no manual data entry. Your sales team sees fresh leads in HubSpot the moment a visitor shares their details in the chat widget.

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What Gets Synced

Contact + Company Record

A new HubSpot Contact is created (or updated if the email already exists) with the lead’s name, email, phone, and company. A matching Company record is also created.

Conversation Note

A Note is added to the HubSpot Contact containing the intent score and a conversation summary, so your team has full context when they follow up.

Intent Score + Pages Visited

The lead’s intent score and list of pages visited are stored as custom properties on the Contact record.

Deal Created

A Deal is created in your default HubSpot pipeline at the configured stage, linked to the Contact and Company.

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Connect HubSpot

1

Open the HubSpot integration

In your dashboard, go to Integrations → HubSpot and click Connect HubSpot.
2

Authorize in HubSpot

You are redirected to the HubSpot OAuth consent screen. Sign in with your HubSpot account and grant ClientX the requested permissions.
You need admin permissions on your HubSpot account to authorize the integration. ClientX requests access to contacts, deals, and notes only.
3

Portal ID saved automatically

After you authorize, ClientX reads your HubSpot portal ID and saves it to your workspace. You are redirected back to the Integrations page with a confirmation banner.
4

Leads start syncing

New leads captured by ClientX now sync to HubSpot automatically. No additional configuration is required.

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Sync Behavior

Leads sync to HubSpot as soon as ClientX captures contact information from a visitor — typically within seconds of the visitor submitting their email or completing the qualification flow.
If a contact with the same email address already exists in HubSpot, ClientX updates the existing record rather than creating a duplicate. Existing field values are never overwritten — ClientX only fills in fields that are currently empty.
Leads continue to be captured in ClientX normally. They are not retroactively synced to HubSpot when you reconnect — only new leads captured after reconnection are synced.
The HubSpot integration creates and enriches records but never overwrites existing data. If a contact already has a value for a field in HubSpot, ClientX leaves it unchanged.

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Disconnect HubSpot

To disconnect the integration, go to Integrations → HubSpot and click Disconnect HubSpot. Existing records in HubSpot are not affected — ClientX simply stops syncing new leads.