# HubSpot

> Integrate Quickchat AI with HubSpot Conversations to automate customer support, streamline queries, and enhance your CRM workflows.

Integrating Quickchat AI Agent with HubSpot Conversations is a powerful
customer service tool that enables businesses to interact with their customers
by providing instant support, and build customer relationships, providing
automated responses to customer queries and streamlining your customer support
processes.

## Watch the Video

[Watch on YouTube](https://www.youtube.com/watch?v=Suc4_rxHMN0)

## Quickchat prerequisites:

- Create a Quickchat AI [account](https://app.quickchat.ai/)

## Create a dedicated HubSpot user

Your AI Agent replies on behalf of a dedicated HubSpot user, so create that user first:

1. Create a new user in HubSpot. This seat will be assigned to the AI Agent.
2. Select the **Super Admin** permission set.
3. Ensure the _Service Enterprise_ seat is enabled: hover over your newly created user and click _Edit permissions_.
4. Check if the user status is set to available: hover over your newly created user and click _Actions_, then _Edit user_.

## Option A: Install from the HubSpot App Marketplace

1. Open the **Support AI Agent by Quickchat AI** listing in the HubSpot App Marketplace and click **Install**.
2. A Quickchat sign-in window opens. Click **Continue with Quickchat** and sign in to your Quickchat AI account (or create one if you don't have one yet).
3. If you have more than one AI Agent, the **Choose an AI Agent** screen appears. Select the agent you want to connect and click **Connect**. If you only have one AI Agent, it is selected automatically.
4. You are returned to HubSpot and the installation completes.
5. To start answering conversations, open the Quickchat AI [dashboard](https://app.quickchat.ai/) and go to the **External Apps** tab. Click **Finish setup** on the **Finish your HubSpot setup** banner and enter the email address of the dedicated HubSpot user you created above in **HubSpot User Email**. Your AI Agent will respond to messages **on behalf of** that account.

## Option B: Connect from the Quickchat AI dashboard

1. Navigate to the Quickchat AI [dashboard](https://app.quickchat.ai/) and go to the **External Apps** tab.
2. On the list of available platforms, click **HubSpot**.
3. Provide the exact same email address you used to create the new HubSpot user. It will be responding to messages **on behalf of** that account.
4. Click on _Connect with HubSpot_ and follow the on-screen prompts by choosing the appropriate HubSpot workspace. Please keep in mind that you **need** to have HubSpot [_Super Admin_](https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide#super-admin) permissions in order to authenticate your account.

## Configure the HubSpot Chatflow

1. Go to HubSpot. Create a new [_Chatflow_](https://knowledge.hubspot.com/chatflows/create-a-live-chat) on your HubSpot account. Go to the _Service_ tab from the left sidebar and then click _Chatflows_.
2. Create a new _Chatflow_ or edit an existing one.
3. Choose _Website_ and then _Live chat_.
4. Select an _Inbox_ and _Language_. (remember to set the same language in Quickchat AI settings)
5. Disable _Knowledge base search_. AI Agent's Knowledge Base is handled in the Quickchat AI Platform.
6. Select _Automatically assign conversations_, select _Specific users_ and select your Quickchat AI user (associated with the _email address_ you provided earlier).
7. (Optional) Customize your _Welcome message_.
8. (Optional) Disable _Email capture_.
9. Click _Preview_ and send a message. If the AI responds, everything's set!
10. Save your _Chatflow_.

:::caution
Ensure your Quickchat AI user is assigned as the "Owner" of a conversation; otherwise, the Quickchat AI Agent won't respond. Additionally, check other HubSpot features you use, like "Automations," as they may affect the assignment automatically.
:::

The below video guide summarises these steps.

![The HubSpot panel in External Apps](https://docs.quickchat.ai/_astro/hubspot_integration.BSe3_Imf.png)

**Your integration is now complete!**

If you prefer not to use the HubSpot widget, use Quickchat! Go to _Website_ > _Install_, and follow the instructions on the screen to add it to your website.

:::tip
As a final verification of your integration, you can test the widget in the Preview section of the HubSpot Chatflow editor. You should get a reply from your AI Agent and the conversation should appear in the Inbox in the [Quickchat AI App](https://app.quickchat.ai). You can now share the HubSpot widget on your website and have Quickchat AI reply automatically!
:::