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Send leads to HubSpot

Vesperdesk connects to HubSpot directly, without Zapier or Make. Every new or updated lead appears in your HubSpot within a minute as a contact, with one note holding the enquiry and qualification, and optionally a deal in the pipeline you choose. This page explains how to connect it and exactly what is written to HubSpot.

Connect HubSpot

In the Vesperdesk admin, open Integrations in the sidebar, click Add CRM and then Connect HubSpot. HubSpot asks you to pick your account and approve access to contacts and deals; approve every permission. You are sent back to Integrations, where the HubSpot card shows your portal id. Only a company owner can connect or disconnect HubSpot; editors can switch it on or off, choose a bot and set up deals.

The HubSpot connector is marked unverified: it is built from HubSpot's published documentation and has not yet been tested with a real agency. If leads do not arrive, tell support@vesperdesk.com.

What reaches HubSpot

The mapping is fixed. Empty values in Vesperdesk never overwrite what is already in HubSpot.

  • Contact: email, phone, and first and last name (split at the first space). Vesperdesk looks for an existing contact by email, or by phone when the lead has no email, and updates it. A new contact gets the lifecycle stage Lead; an existing customer is never downgraded.
  • Note: one per lead, updated in place. It holds the source (portal, campaign or QR code), the bot, the visitor's language, the enquiry, the listing, the qualification (deal type, budget, location, property type, layout, timeline, preferred contact), the conversation summary and a link back to the conversation in Vesperdesk.
  • Deal (optional): turn on Create a deal and pick a pipeline and stage, read live from your HubSpot. The deal is named after the contact and the listing or enquiry, and its amount is the top of the budget. The stage is set once; after that your team moves it.

Updates, retries and the delivery log

When a lead changes in Vesperdesk, the same contact, note and deal are updated: no second note or deal is created. A delivery older than the last one sent changes nothing, so a late retry never brings back old data.

Failed pushes are retried after 1 minute, 5 minutes, 30 minutes, 2 hours and 6 hours. The delivery log on the HubSpot card shows every push, and Redeliver sends one again. If the Vesperdesk app is uninstalled in HubSpot or its access is revoked, the connection switches off, the owners get an email, and the card shows Reconnect HubSpot.

Disconnect revokes Vesperdesk's access and deletes the connection and its log. Contacts, notes and deals already in HubSpot stay there.

Frequently asked

Does Vesperdesk read anything back from HubSpot?
Leads go one way, from Vesperdesk to HubSpot. Vesperdesk reads only what it needs to avoid duplicates (an existing contact by email or phone) and your deal pipelines for the picker.
Is the whole conversation sent to HubSpot?
No. The note carries the enquiry, the qualification, a short conversation summary and a link back to the conversation in Vesperdesk, not the transcript.
Can I still use a webhook for HubSpot?
Yes. The direct connection does not count toward the 5 webhooks a company can have, and a webhook through Zapier or Make still works if you need a custom mapping.