# Integration with HubSpot Section: Integrations Description: Connect HubSpot to sync contact properties and save solved chat transcripts. Verified against Tidio panel 12.331.0 Last updated: 2026-11-10 Source: https://help.tidio.com/articles/integration-hubspot/ Tidio's integration with HubSpot allows you to streamline contact management and conversation tracking. In this article, we will guide you through the process of integrating Tidio with your HubSpot account. **In this article, you'll learn:** - [How to integrate Tidio with HubSpot]() - [How to add and update contacts in HubSpot ]() - [How to send chat transcripts from Tidio to HubSpot]() ## How to integrate Tidio with HubSpot Open your Tidio admin panel and navigate to the **Integrations** section located in the left sidebar, right above Settings. Then, click on the **Hubspot** tile. ![The Integrations page with the Hubspot tile visible.]() Once you are ready, click on **Install Hubspot**. ![The Hubspot integration overview with Install Hubspot in the top-right.]() Create a new connection by selecting **New authentication** (in the gray bracket). ![The connection wizard offers a new HubSpot authentication.]() Next, click **Create** (authorize the connection through HubSpot). ![The authentication dialog shows the Create button and developer API key field.]() An Authentication window will appear. Authenticate your connection and select the HubSpot account you want to connect with Tidio. A green bracket will indicate that your authentication with HubSpot is set up correctly. ![The HubSpot authentication step shows a successful connection.]() Press **Next** to proceed to default property mapping options. ![The wizard maps default Tidio contact properties to HubSpot fields.]() Click **Next**. If you have Custom Properties in Tidio that you want to map to HubSpot fields, you can do so in this step. ![The wizard maps custom contact properties to HubSpot fields.]() After setting up the property mapping, click **Finish**. That's it\! You're all set. From now on, the following actions will occur: - Every contact created or updated in Tidio will be created or updated in HubSpot. - Every solved conversation will be saved in HubSpot as a note assigned to a contact. ## How to add and update contacts in HubSpot Every time a new subscriber is created or updated in Tidio, we will send it to your HubSpot account. If a contact with a given email address is not found, we will create one. If a contact already exists in your HubSpot account, then we will update it with data from Tidio. The default contact properties are listed below. You can also map custom contact properties in the connection wizard: - **email address** - **first and last name** - **phone number** During a contact update, if a property does not have a value in Tidio, it will not overwrite the existing value in HubSpot. You can create or update contacts in Tidio using the following methods: - Through [pre-chat survey]() - Using [flows]() to collect contact information - Changing it [manually during a conversation]() Any changes made in Tidio will be automatically reflected in HubSpot. Check your HubSpot account to confirm that the changes have arrived. ## How to send chat transcripts from Tidio to HubSpot To ensure you can keep track of all conversations, Tidio offers the ability to send chat transcripts to HubSpot. The chat transcript is assigned to a contact in HubSpot. If there's no existing contact, then a new contact will be created. The transcript is added as a note. ### There are two ways to send chat transcripts to HubSpot: 1. By pressing the **Solve** button when your chat conversation with a visitor is finished: ![A demo conversation in the Inbox with the Solve button visible.]() 2. By setting up automatic solving in **Settings \> Workflows**: ![Settings with the Workflows entry visible.]() 💡 **Please note:** Automatic solving through Workflows is available on the Growth plan and above. You can still solve a conversation manually without setting up a workflow. Use the **Templates** tab to browse automatic-solving templates for conversations and tickets: ![The Workflows page with the Templates tab selected and automatic-solving templates visible.]() For the rest of the instructions, please see [this dedicated guide]() on automatic solving. ## Further reading See [Integration with Hubspot (Legacy)]() if you already have the older connection.