HubSpot

Connect HubSpot so the assistant recognises callers by phone, creates contacts and deals, and logs every call as a note

HubSpot connects with a Service Key that you create in your HubSpot account. Once it's linked, the assistant greets known customers by name with their latest deal in hand, creates a contact and a deal when someone leaves a request, and writes the outcome of every call to the customer's record.

What the assistant can do

Recognise the caller — at the start of a call it looks the phone number up in HubSpot and gets the contact's name, email, company and their latest deal (name, stage, amount).
Create a deal — finds the contact by phone or creates a new one, then creates a deal in the pipeline and stage you choose. The request, delivery address, products and the ad that brought the customer go into the deal as a note.
Log calls — after each call it adds a note to the contact and their deal: direction, duration, outcome, summary, the recording link and, if you want, the full transcript.

Before you start

HubSpot account where you can manage keys (Super Admin, or a user allowed to create keys).
HAPP workspace with at least one assistant.
HubSpot enabled for your workspace — the integration is switched on per company. Ask HAPP support to enable it.

Create a Service Key

In HubSpot open Development > Keys > Service keys and click Create service key.
Name it HAPP and add the scopes:
- crm.objects.contacts.read, crm.objects.contacts.write
- crm.objects.deals.read, crm.objects.deals.write
- crm.objects.owners.read
Create the key and copy it.

An existing private app token (Settings > Integrations > Private apps) with the same scopes works too. HubSpot stops creating new private apps in October 2026, so use a Service Key for new connections.

Connect

In HAPP open Integrations and find HubSpot under Add a CRM.
Click Connect, paste the key and confirm.
HubSpot appears under My integrations as "HubSpot <account ID>".

Settings

Open the card's gear icon on the assistant's Integrations tab.

Search — recognise the caller by phone.
Create — deals. Pick the pipeline, stage and owner; without them the deal goes to your first pipeline, first stage.
Call notes — a note after every call. Full transcript adds the conversation text.

Limits

HubSpot stores phone numbers as typed; the assistant matches on the last 9 digits, so 050 111 22 33 and +380501112233 are the same customer.
A number that isn't in HubSpot gets no call note — there is no record to attach it to.
If the customer's email already belongs to another contact, the deal is attached to that contact.

Troubleshooting

Problem	Cause	Fix
"HubSpot rejected the token"	The key was deleted, rotated or mistyped	Create a new key and click Connect again.
"HubSpot token lacks scopes: …"	The key misses one of the scopes above	Add the listed scopes to the key (or create a new one) and reconnect.
"HubSpot API rate limit reached"	Too many requests at once	Nothing to do — the next request goes through.
Pipelines list is empty	No deal pipeline with stages in HubSpot	Create a deal pipeline in HubSpot.

Disconnect

Disconnect the card in HAPP and delete the key in Development > Keys > Service keys. Contacts, deals and notes already in HubSpot stay.

CRM — all CRM integrations
Tools — what the assistant calls during conversations

Help me solve it

Happ answers right away and hands over to a manager when needed.

Message a manager in Telegram