Intercom and HubSpot, ready to switch on

The deal stage, plan and owner from HubSpot are written onto the Intercom contact so support knows who is asking, and every closed conversation lands on the HubSpot timeline with its rating. You paste two keys in your account and it runs, in about ten minutes.

No setup fee, cancel any month, and a person on live chat if a key doesn't work.

More with these apps: all Intercom integrations · all HubSpot integrations

Intercom already has a HubSpot app. Why this one?

It does, and if it fits you, keep it: Intercom's help page says it syncs new leads between the two, with their owners and qualification data, and logs conversations. This pair exists for the rules the app leaves to you: which stages become which tags, what counts as an escalation, what lands on the timeline. And when either side changes its API, a person fixes it rather than a ticket queue.

What moves, and when

The details you would normally get after a sales call. Here they are up front.

WhatDirectionWhenRule
Deal stage as a tagHubSpot to IntercomWithin secondsThe stages you name become tags, so Trial and Customer look different in the inbox
Owner and plan on the contactHubSpot to IntercomWithin secondsWritten as attributes, so an agent sees who sold it and what they bought before replying
Closed conversation onto the timelineIntercom to HubSpotWhen it closesA note with the subject, the agent and the rating, so sales hears about a bad week before the renewal call
Escalation opens a ticketIntercom to HubSpotWhen the tag you choose is addedA HubSpot ticket linked to the contact, for the things support can't close on its own
Duplicate checkBoth waysEvery changeMatched by email; Intercom leads without one are left alone until they identify themselves

How to set up Intercom and HubSpot

Ten minutes of your time, then it's ours.

  1. Choose Intercom and HubSpot
    Press Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
  2. Pay and open your account
    Card or invoice, about two minutes. The account opens with this integration waiting for its two keys.
  3. Paste the Intercom access token and the HubSpot private app token
    • Intercom access token: open the Intercom Developer Hub at app.intercom.com/a/apps/_/developer-hub and press New app under Your Apps. Full Intercom guide
    • HubSpot private app token: in HubSpot open Settings, then Integrations, then Private apps, and create an app. Full HubSpot guide
    Each screen carries the full guide with the exact menu names, about seven minutes for both.
  4. We check both keys
    Each key is checked against Intercom's and HubSpot's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
  5. Open one test ticket, then it's Running
    A minute or two. Write in to your own support address and watch it land on the contact in HubSpot. From then on we watch it for you.

When Intercom or HubSpot changes its API, we fix it within a working day. You don't get a ticket to solve.

$39a month
  • Everything in the table above, with monitoring on.
  • Fixes when either app changes its API.
  • A person on live chat, replies within a working hour.
  • Custom logic beyond the table is priced separately.
Connect for $39 a month

No setup fee, cancel any month

Ways to connect Intercom and HubSpot

Three ways people connect these two, and what each one asks of you. The built-in app is described above.

Built-in appZapier or MakeDovetly
Who sets it upYou, in the app's own settingsYou, one step at a time in the scenario editorAlready built. You paste two keys.
Who fixes it when it breaksThe vendor, when it ships a fixYou: the scenario is yours, so the fix is tooWe do, within a working day, and we watch it
What you need to knowThe app's own settings and what they coverTriggers, actions, filters and how the fields of Intercom and HubSpot mapWhere the two keys are. The guide shows it.
PriceSet by the vendorSet by the builder's plan, counted in tasks or operations$39 a month, flat, whatever the volume

Before you decide

Can support see the deal amount?

Only if you want them to. Stage and owner go across by default; the amount is a field you can add or leave out while connecting.

Can agents answer from HubSpot?

No. The reply belongs in Intercom, where it is recorded against the customer. HubSpot gets the history and the ratings, which is what sales needs before a renewal call.

Which side owns the contact?

HubSpot, for names, owners and deal facts. Intercom, for the tags an agent adds by hand, which we never touch. Nothing here deletes or merges a contact on either side.

Anything to know about Intercom?

An access token belongs to one workspace, so a second workspace needs its own token.

Anything to know about HubSpot?

Private apps are available on the free CRM, so no paid plan is needed for the token.

What if mine is a bit different?

Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price the same day and build into the same account.