> For the complete documentation index, see [llms.txt](https://polser.gitbook.io/polser-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://polser.gitbook.io/polser-docs/admin/hubspot-native-integration.md). # HubSpot Native Integration {% hint style="info" %} ## **Before you start** Make sure you have the following ready: * A Polser account with admin permissions. * A HubSpot account with admin or super-admin permissions (needed to install apps and edit contact/lead profiles). * Your Polser account URL (e.g. `yourcompany.polser.io`). {% endhint %} {% @arcade/embed flowId="gpsxrmLU25PXRDCxhX17" url="" %} ### 1. Configure the integration in Polser In your Polser account, go to **Settings → Integrations** and select **HubSpot**. The setup happens in two parts: **First, connect your HubSpot account** Click **Connect HubSpot** and sign in with your HubSpot credentials.
HubSpot will ask you to authorize the connection — confirm the permissions to proceed. Once the authorization is complete, click **Save**.
Back in Polser, the dialog will show a **HubSpot connected** status and reveal the available settings.
Here you can choose to **Sync all messages (sent & received),** which sends a copy of every WhatsApp message to HubSpot, so your CRM has the full conversation history. **WhatsApp phone number to sync** — choose which HubSpot field contains the contact's WhatsApp number. This tells Polser where to look for the correct phone number to match conversations. Pick the HubSpot field that is most likely to hold a valid WhatsApp number for your contacts (e.g. *Phone number*, *Mobile phone number*, or a custom field your team uses). **Additional fields to sync** — select any other HubSpot fields you'd like Polser to import. These will appear in the **Enhanced User Profile** panel inside each conversation, giving your agents instant context without leaving Polser. You you can also decide if you want to start chats withusers when new contacts are added to HubSpot.
**Start new chat with new contacts** — when a new contact is created in HubSpot, Polser can automatically open a WhatsApp conversation with them. If you enable this, select the **phone number** to send from and the **template** to use as the first message. Toggle on the options that match your workflow, then click **Save**. You can always come back here to adjust these settings later. ### 2. Install the Polser app in HubSpot Now switch to HubSpot. Navigate to the **HubSpot App Marketplace** and search for **Polser**. Click **Install** and follow the prompts to authorize the connection. HubSpot will ask you to confirm the permissions the app needs — these are required for the integration to read and write contact data on your behalf. ### 3. Enter your Polser account URL Once the app is installed, open its settings within HubSpot. You'll find a field to enter your **Polser account URL** (e.g. `yourcompany.polser.io`). This tells the app which Polser workspace to connect to. Paste your URL, click **Save**, and wait for the confirmation that the connection is active. ### 4. Add the Polser card to contact and lead profiles To see WhatsApp conversation data directly inside HubSpot, an admin needs to add the **Polser card** to the relevant record layouts. In HubSpot, go to **Settings → Objects → Contacts**, then select **Record Customization**. Find the Polser card in the available cards and drag it into your preferred position in the contact profile layout. If your team also works with **Leads**, repeat the same process under **Settings → Objects → Leads**. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://polser.gitbook.io/polser-docs/admin/hubspot-native-integration.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.