CRM & Sales

HubSpot

Bi-directional CRM sync that keeps your sales and support teams aligned. Conversations from WhatsApp, Email, and SMS flow into HubSpot automatically.

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What is the HubSpot integration?

HubSpot is a CRM platform used by 200,000+ businesses for marketing, sales, and customer service. Lodgestory's HubSpot integration syncs contacts, conversations, deals, and tickets bi-directionally, so your teams have full context without switching tools.

How it works

Lodgestory connects to HubSpot via REST API and webhooks. When a customer messages on WhatsApp or any channel, Lodgestory creates or updates the HubSpot contact and logs the conversation. Ticket status changes in HubSpot are reflected in Lodgestory in real-time.

Key Features

Contact Sync

New contacts from WhatsApp, SMS, and Email are automatically created in HubSpot with channel, source, and conversation history.

Deal Pipeline Mapping

Map Lodgestory ticket stages to HubSpot deal stages. Move a ticket to 'Qualified' and the deal updates automatically.

Conversation Logging

Every WhatsApp message, email, and call note is logged as a HubSpot activity — visible on the contact timeline.

Custom Properties

Map Lodgestory fields (CSAT score, first response time, channel) to HubSpot custom properties for reporting.

Setup Steps

  1. 1

    Connect HubSpot

    Go to Settings > Integrations > HubSpot and click 'Connect'. Authorise via OAuth 2.0.

  2. 2

    Map Fields

    Map Lodgestory contact fields to HubSpot properties. Configure which custom properties to sync.

  3. 3

    Set Sync Rules

    Choose sync direction (one-way or bi-directional) and conflict resolution rules.

  4. 4

    Enable Triggers

    Configure webhook triggers — e.g., create HubSpot deal when ticket moves to 'Sales Qualified'.

  5. 5

    Test & Go Live

    Send a test message on WhatsApp and verify the contact and activity appear in HubSpot.

Use Cases

Sales Handoff

When an AI agent qualifies a lead on WhatsApp, Lodgestory creates a HubSpot deal and assigns it to the sales rep with full conversation context.

Support Ticket Sync

Support tickets created in Lodgestory appear as HubSpot tickets. Resolution notes and CSAT scores flow back for reporting.

Marketing Attribution

Track which WhatsApp broadcast campaigns drive deals by syncing campaign tags to HubSpot contact properties.

Frequently Asked Questions

Does the HubSpot integration support bi-directional sync?
Yes. Contacts, deals, and tickets sync bi-directionally between Lodgestory and HubSpot. Changes in either platform are reflected in real-time via webhooks.
Which HubSpot plans are supported?
The integration works with HubSpot Starter, Professional, and Enterprise plans. Free HubSpot CRM is supported for contact sync only.
Can I map custom fields?
Yes. You can map any Lodgestory field (including custom fields, CSAT scores, and SLA metrics) to HubSpot custom properties.
How are conversations logged in HubSpot?
Each message (WhatsApp, SMS, Email, or call) is logged as a HubSpot activity on the contact timeline with channel, timestamp, and agent details.
Is there a setup fee?
No. The HubSpot integration is included in Lodgestory Growth and Enterprise plans at no additional cost.

Ready to connect HubSpot?

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