Getting Started with the HubSpot Integration

You captured 30 leads at yesterday's conference. Now you're staring at a spreadsheet, manually copying each one into HubSpot. Name. Email. Company. Phone. Repeat.

By the time you're done, the momentum is gone. And the context from those conversations? Already fading.

The Parsley + HubSpot integration eliminates this friction. Every lead you capture, every chatbot conversation, flows automatically into your HubSpot portal - with full context intact.

This guide walks you through connecting, configuring, and verifying the integration.

TL;DR Setup Checklist

1. Have a HubSpot account with API access
2. Navigate to Hub > Integrations in Parsley
3. Click Connect on the HubSpot card
4. Authorize Parsley in the HubSpot OAuth popup
5. Verify the connection shows "Connected" status

That's it. Leads and conversations now sync automatically.

Prerequisites

Before you start, make sure you have:

• A HubSpot account - Free CRM works, though some features require Sales Hub. Sign up at hubspot.com if you don't have one.
• A Parsley Business account - CRM integrations require a Business plan. Upgrade here if you're on Free.
• Admin access to your HubSpot portal - You'll need permission to authorize third-party apps.

Step 1: Connect to HubSpot

From your Parsley dashboard:

1. Go to Hub in the left sidebar
2. Click Integrations
3. Find the HubSpot card
4. Click Connect

This opens HubSpot's OAuth authorization page. You'll see the permissions Parsley is requesting:

• Contacts (read-write) - To create and update Contact records
• Companies (read-write) - To associate contacts with companies
• Notes (read-write) - To add conversation summaries to records

Click Connect app to authorize the connection.

After authorization, you'll return to Parsley's integrations page with a success confirmation. The HubSpot card will now show "Connected" status with your portal ID.

Step 2: Configure Contact Sync

Contact sync is enabled by default. Here's what happens when you capture a lead:

What syncs to HubSpot Contacts:

How it works:

• Parsley uses HubSpot's upsert endpoint
• If a Contact with that email exists, Parsley updates the record
• If not, Parsley creates a new Contact
• Companies are auto-associated when the company name is provided

Sync triggers:

• Lead capture via contact exchange form
• Lead capture via chatbot conversation
• Contact form submissions on your profile

Step 3: Configure Conversation Sync

When a prospect has a meaningful chatbot conversation on your Parsley profile, the full context syncs to HubSpot as a Note attached to their Contact record.

What syncs to HubSpot Notes:

• Conversation summary - Key points and topics discussed
• Lead quality score - Hot, Warm, or Cold based on signals
• Intent signal - High intent, Evaluation, Research, or Support
• BANT signals - Budget, Authority, Need, Timeline indicators with evidence quotes
• Engagement metrics - Message count, session duration, return visitor status
• Knowledge gaps - Questions Parsley's AI couldn't answer

Example Note in HubSpot:

Parsley Conversation Summary

Lead Quality: Hot
Intent Signal: High Intent

BANT Signals:
• Budget: "We've allocated $50k for this quarter"
• Authority: Decision maker (VP Sales)
• Need: "Our current solution doesn't integrate with HubSpot"
• Timeline: "Looking to implement by end of Q1"

Engagement:
• Messages: 12
• Duration: 8 minutes
• Return visitor: Yes

Key Topics:
• Integration capabilities
• Pricing for teams
• Implementation timeline

This context appears in the Contact's activity timeline before your first call - you know exactly what the prospect cares about.

Step 4: Verify the Connection

To confirm everything is working:

1. Check the integration status - The HubSpot card should show "Connected" with your portal ID
2. Capture a test lead - Use your own email to fill out your profile's contact form
3. Check HubSpot - Within a few seconds, you should see a new Contact record (or an updated one if you already exist)
4. Have a chatbot conversation - Ask a few questions on your profile's chatbot
5. Check the Contact's timeline - The conversation summary should appear as a Note

If anything isn't syncing, check that:

• Your Parsley account is on the Business plan
• The HubSpot integration shows "Connected" status
• You have the necessary permissions in your HubSpot portal

Use Cases

Sales Rep at a Conference

You meet a prospect at Dreamforce. They scan your QR code and fill out the contact exchange form. Before they walk away, their info is already in HubSpot - ready for your follow-up sequence.

Prospect Researches via Chatbot

A prospect visits your Parsley profile at 2am and asks your AI chatbot detailed questions about your product. By morning, you have a complete conversation summary in HubSpot with BANT signals highlighted. Your first email can reference their specific concerns.

RevOps Builds Automated Workflows

Your RevOps team uses HubSpot workflows to route leads. With Parsley syncing lead data automatically, you can:

• Enroll new leads in nurture sequences based on intent signals
• Assign leads to reps based on company size or industry
• Trigger task creation for high-intent prospects

Sales Leader Tracks Attribution

Each rep has their own Parsley profile with campaign link tracking. With all leads syncing to HubSpot with source data, you can report on:

• Which events generate the most qualified pipeline
• Which reps are most effective at networking
• Cost per lead by channel

Troubleshooting

"Connection Failed" Error

• Make sure you're logged into the correct HubSpot portal
• Check that you have admin permissions to authorize third-party apps
• Try disconnecting and reconnecting

Leads Not Syncing

• Verify the integration shows "Connected" status
• Check that you're on a Parsley Business plan
• Ensure the lead has a valid email address (required for HubSpot matching)

Conversations Not Appearing as Notes

• Conversation sync only triggers for substantive conversations (3+ messages)
• Check that the prospect's email exists as a Contact in HubSpot
• Notes appear in the Contact's activity timeline, not as a separate view

Rate Limit Errors

HubSpot allows 100 requests per 10 seconds for private apps. If you're capturing many leads simultaneously (e.g., a popular conference), some syncs may be delayed. Parsley automatically retries with exponential backoff.

What's Next

With HubSpot connected, your Parsley profile is now a lead capture machine that feeds directly into your CRM workflow. No more manual entry. No more lost context.

Recommended next steps:

1. Set up campaign link tracking - Track which events and activities generate the most leads
2. Configure your chatbot - Customize responses to capture better qualification data
3. Build HubSpot workflows - Automate follow-up based on synced lead data

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Questions about the HubSpot integration? Contact us or email peter@parsley.id.