HubSpot

Capture leads from AI conversations and sync them to HubSpot CRM as contacts.

Automatically extract lead information from conversations and create or update contacts in HubSpot.

Prerequisites

• A HubSpot account with admin access

• A HubSpot private app access token

Getting Your API Token

1. In HubSpot, click the Settings icon (upper-right)

2. Go to Integrations > Private Apps

1. Click Create a private app

2. Configure the app:

   • App Name: Alhena AI (or any name you prefer)

   • Description: Provides Alhena AI secure API access to HubSpot contacts

1. Under Scopes, select:

   • crm.objects.contacts.read

   • crm.objects.contacts.write

1. Click Create app

2. Copy the access token from the modal that appears

Setup

Step 1: Connect HubSpot

1. In Alhena, go to Settings > Integrations

2. Find HubSpot and click Enable

3. Paste your HubSpot access token

4. Click Connect

HubSpot lead generation tool settings

Step 2: Configure Attributes

Choose which information to extract from conversations and map it to HubSpot contact properties:

1. Click Add attribute

2. Enter the Attribute name (must match the HubSpot internal property name, e.g., firstname, email, phone)

3. Add a Description to help the AI identify this information in conversations

4. Optionally add Examples of values

Default attributes (pre-configured):

• email

• firstname

• lastname

These attributes tell Alhena what to extract and sync; they do not make the AI proactively request the information. Add a matching lead-capture guideline, or ask AI Help to draft one. Configure a HubSpot attribute for every value the guideline collects.

Finding HubSpot Internal Property Names

To find the internal name for a HubSpot property:

1. In HubSpot, go to Settings > Data Management > Properties

2. Click on any property (e.g., First Name)

1. Note the Internal name - this is what you use as the attribute name

Internal name is "firstname"

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Conversation Notes

On the HubSpot settings page, toggle Enable Alhena conversation notes in HubSpot to have Alhena automatically record each conversation as a note on the corresponding HubSpot lead. This toggle is available once HubSpot is connected.

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Enabled Agents

When you connect HubSpot, lead capture is enabled for the lead generation agent:

Agent	Description
Lead generation agent	Extracts configured attributes from conversations and syncs them to HubSpot

You can configure this agent in AI Settings > Agents.

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Disconnecting

To disconnect HubSpot:

1. Go to Settings > Integrations > HubSpot

2. Click Disconnect

3. Confirm the disconnection