> ## Documentation Index
> Fetch the complete documentation index at: https://help.clientx.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync Leads to HubSpot from ClientX Automatically

> Connect HubSpot to ClientX to automatically sync captured leads as contacts and deals. New leads appear in HubSpot in real time with conversation context.

<Note>
  HubSpot integration is coming soon. The steps below show how it will work once it launches. [Contact support](mailto:support@clientx.in) to join the early-access list.
</Note>

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.

## What Gets Synced

<CardGroup cols={2}>
  <Card title="Contact + Company Record" icon="user-plus">
    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.
  </Card>

  <Card title="Conversation Note" icon="message-lines">
    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.
  </Card>

  <Card title="Intent Score + Pages Visited" icon="chart-line">
    The lead's intent score and list of pages visited are stored as custom properties on the Contact record.
  </Card>

  <Card title="Deal Created" icon="handshake">
    A Deal is created in your default HubSpot pipeline at the configured stage, linked to the Contact and Company.
  </Card>
</CardGroup>

***

## Connect HubSpot

<Steps>
  <Step title="Open the HubSpot integration">
    In your dashboard, go to **Integrations → HubSpot** and click **Connect HubSpot**.
  </Step>

  <Step title="Authorize in HubSpot">
    You are redirected to the HubSpot OAuth consent screen. Sign in with your HubSpot account and grant ClientX the requested permissions.

    <Note>
      You need **admin permissions** on your HubSpot account to authorize the integration. ClientX requests access to contacts, deals, and notes only.
    </Note>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Leads start syncing">
    New leads captured by ClientX now sync to HubSpot automatically. No additional configuration is required.
  </Step>
</Steps>

***

## Sync Behavior

<Accordion title="Real-time sync">
  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.
</Accordion>

<Accordion title="Deduplication">
  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.
</Accordion>

<Accordion title="What happens if HubSpot is disconnected?">
  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.
</Accordion>

<Note>
  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.
</Note>

***

## 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.