> ## Documentation Index
> Fetch the complete documentation index at: https://chatbase.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Connect HubSpot so your AI agent can escalate a conversation by opening a ticket for your support team

## Overview

Integrating HubSpot with Chatbase lets your AI agent escalate customer issues to your human support team by creating a ticket directly in HubSpot. The ticket includes the customer's details and the conversation context, so your team can pick up where the AI agent left off.

> **What you can do:**
>
> Let the AI resolve routine questions on its own, and hand off to HubSpot the moment a case needs a person, with the full context already attached.

## Before you start

* A Chatbase account with an AI agent
* A HubSpot account with permissions to install apps
* A paid Chatbase plan with Integrations enabled

## How to connect HubSpot

**1. Open your Chatbase AI agent**

Go to your Chatbase dashboard and select the AI agent you want to connect.

**2. Connect HubSpot**

Go to the **Integrations** tab, find **HubSpot**, and click **Connect**.

![Integrations page with the HubSpot card](https://mintcdn.com/chatbase/bO49Edenw4JMFhBZ/user-guides/integrations/images/hubspot/connect-hubspot.png?fit=max\&auto=format\&n=bO49Edenw4JMFhBZ\&q=85\&s=7d1e9a62b4ad701e90372504aab0cf55)

**3. Approve the requested scopes**

You will be redirected to HubSpot. Review the requested permissions and click **Connect app**.

![HubSpot OAuth page](https://mintcdn.com/chatbase/SprxjLUsO_Nw9yoa/user-guides/integrations/images/hubspot/hubspot-3.png?fit=max\&auto=format\&n=SprxjLUsO_Nw9yoa\&q=85\&s=6a487a7acc191a2789d51c3ec07e5b20)

**4. Confirm the connection**

After approval, you will return to Chatbase and see HubSpot marked as **Connected**.

## Create the Escalations action

Create a ticket action so your AI agent can open tickets in HubSpot.

**1. Create a ticket action**

Go to **Build → Actions → Create action → Escalations**.

**2. Select HubSpot**

Choose **HubSpot** as the ticket platform, then fill in the ticket fields.

**3. Save and test**

Save the action and run a test conversation.

> [!TIP]
>
> Test the integration by asking your AI agent to speak to a human, and confirm a ticket appears in HubSpot with the conversation details attached.

For the full set of options, including when the AI agent escalates, which details it collects first, and which channels it can escalate from, see the [Escalations action guide](https://chatbase.co/docs/user-guides/chatbot/actions/escalate-to-human.md).

## Managing the integration

### Disconnect HubSpot

Go to the **Integrations** tab, find HubSpot, and click **Disconnect**.

### Uninstall the app

To uninstall Chatbase from HubSpot, follow HubSpot's [uninstall guide](https://knowledge.hubspot.com/integrations/connect-apps-to-hubspot#uninstall-an-app).

## Next steps

> **[Escalations action](https://chatbase.co/docs/user-guides/chatbot/actions/escalate-to-human.md)**
>
> Configure when your AI agent escalates, which details it collects first, and which channels it can escalate from.


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