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HubSpot CRM

Category: CRM · Vendor: RolChat (first party)

Keeps the RolChat CRM and HubSpot in step: contacts, companies and deals are matched by e-mail and domain, created where missing, and updated on both sides.

What it does

Section titled “What it does”
  • Contact and company enrichment. HubSpot properties you choose (lifecycle stage, owner, last activity, custom properties) appear on the RolChat card in a HubSpot section and are available to automation conditions and segments.
  • Two-way sync. New RolChat contacts and leads are created in HubSpot; HubSpot contacts appear in RolChat on the next sync. Conflicts are resolved by the most recent update; the plugin log lists every change.
  • Deals. RolChat deals map to HubSpot deals with a stage mapping you configure per pipeline.
  • Conversations as timeline events. Resolved conversations and tickets are written to the HubSpot contact timeline.

Setup

Section titled “Setup”
  1. Settings → Plugins → Catalogue → HubSpot → Connect.
  2. Sign in to HubSpot and approve the requested scopes (contacts:read, contacts:write, companies:read, deals:write).
  3. Map lifecycle stages and pipelines. Choose which properties enrich RolChat cards.
  4. Set the sync schedule (every 6 hours by default) or Run sync now.

Notes

Section titled “Notes”
  • Blocked contacts in RolChat are never sent to HubSpot; unsubscribes are synced as HubSpot marketing status.
  • Removing the plugin keeps the data already stored on cards but stops updates.