How to Connect HubSpot CRM to Appalix

What you'll need

• An Appalix account on the Pro plan or above
• A HubSpot account — the free CRM tier works fine
• A HubSpot Private App token with contacts write permission (you'll create this below)

Step 1 — Create a HubSpot Private App

HubSpot uses Private Apps to grant API access. This gives Appalix a secure token to create contacts on your behalf.

1. Log in to your HubSpot account and click the Settings icon (gear) in the top navigation bar.
2. In the left sidebar, navigate to Integrations → Private Apps.
3. Click Create a private app.
4. Give the app a name — something like Appalix Lead Capture — and add a description if you like.
5. Switch to the Scopes tab. Search for crm.objects.contacts.write and tick it.
6. Click Create app in the top right. Confirm the dialog.
7. You'll see a token that starts with pat-. Click Copy and keep it safe — you'll paste it into Appalix next.

Step 2 — Connect HubSpot in Appalix

1. In Appalix, go to Integrations in the left sidebar.
2. Find the integration you want to connect to HubSpot (e.g. your Web Widget or Slack integration) and click Edit.
3. Scroll down to the CRM integration section.
4. In the CRM provider dropdown, select HubSpot.
5. A Private App token field will appear. Paste the pat-… token you copied from HubSpot.
6. Click Save changes.

That's it. The integration is live.

How it works

Once connected, every time a visitor shares contact information in the chat — for example:

• "My email is john@acme.com"
• "You can call me on +44 7911 123456"
• "Send it to sarah@startup.io"

Appalix automatically extracts the email or phone number and sends it to HubSpot via the Contacts API. The contact is created with:

• Email — the address extracted from the conversation
• Phone — if a phone number was shared
• Lifecycle stage — set to lead
• Lead source — set to Appalix Chat

If a contact with that email already exists in HubSpot, it will be updated rather than duplicated.

Step 3 — Test the integration

1. Open your Appalix integration's live chat (click Preview on the integration card, or visit the page where your widget is embedded).
2. Send a message that includes an email address — for example: "Hi, my email is test@example.com".
3. In HubSpot, go to CRM → Contacts and search for the email address. You should see the new contact appear within a few seconds.

Next step — automate with HubSpot Workflows

Once leads are flowing into HubSpot, you can set up automated workflows to take action on them:

• Enrol into a sequence — automatically start a nurture email sequence when a new lead source is Appalix Chat
• Assign to a sales rep — round-robin or territory-based assignment
• Create a deal — automatically create a deal in the pipeline for high-intent leads
• Send an internal notification — alert your team via Slack or email when a hot lead comes in

Go to Automation → Workflows → Create workflow → Start from scratch, choose Contact-based, and set the enrolment trigger to Lead source is Appalix Chat.

Frequently asked questions