HubSpot Integration
Embedded widgetAdd HubSpot's chat widget to your AgencyPro client portal. You paste HubSpot's code under Workspace Settings > Integrations > Live Chat and AgencyPro loads it for your clients. Chats are handled and logged in HubSpot. There is no native data sync between AgencyPro and HubSpot's CRM; for that, use Zapier on the Plus plan.
Why connect HubSpot with AgencyPro
Many agencies use HubSpot to win clients and AgencyPro to deliver the work. HubSpot's live chat is free to start, so embedding it in the portal puts client chats in the same HubSpot inbox your sales team uses.
The chat embed does not sync data. To keep the two systems in step, build Zaps with the AgencyPro app on Zapier (Plus plan): for example, Client Created in AgencyPro creates a contact in HubSpot, or a won deal in HubSpot runs Find or Create Client in AgencyPro. If you are deciding between the two tools, see AgencyPro vs HubSpot.
Key features
Benefits for your agency
How agencies use HubSpot with AgencyPro
One inbox for sales and clients
Portal chats arrive in the same HubSpot inbox your team uses for website chat.
New clients into HubSpot CRM
With Zapier, Client Created in AgencyPro creates or updates the contact in HubSpot.
Won deals into AgencyPro
With Zapier, a HubSpot deal reaching closed won runs Find or Create Client and Create Request in AgencyPro.
How to set up HubSpot
- In HubSpot, set up a chatflow and copy your HubSpot tracking code.
- In AgencyPro, go to Workspace Settings > Integrations > Live Chat.
- Paste the code. AgencyPro detects HubSpot as the provider.
- Choose whether to show the widget only on the client portal and whether to auto-load it.
- Enable and save, then check the widget in the portal as a client.
Frequently asked questions
Does the chat embed sync contacts with HubSpot?
No. The embed only loads HubSpot's widget. Contact and deal sync needs Zaps built with the AgencyPro app on Zapier, which is included on the Plus plan.
Do I need a paid HubSpot plan?
No. HubSpot offers live chat on its free tools. Paid HubSpot editions add features such as more automation and branding control.
Which AgencyPro events can create HubSpot records?
Any AgencyPro Zapier trigger, such as Client Created, Invoice Created or Payment Created, paired with HubSpot actions such as Create Contact or Create Deal.
More Live Chat integrations
Crisp
Show a Crisp live chat widget in your client portal by pasting Crisp's embed code into AgencyPro's Live Chat settings.
Intercom
Show an Intercom Messenger in your client portal by pasting Intercom's install code into AgencyPro's Live Chat settings.
Tawk.to
Show a free Tawk.to chat widget in your client portal by pasting Tawk.to's widget code into AgencyPro's Live Chat settings.
Ready to get started?
See how HubSpot fits into your AgencyPro setup, or ask us which plan you need.