Which plan do I need for HubSpot sync?
CRM sync is a Pro plan feature, and the 7-day trial includes it. On Starter and Growth you cannot connect HubSpot until you upgrade. See the pricing page for current plan prices.
CRM integration
HubSpot sync for Instagram, WhatsApp and Messenger leads
The short answer
When Instant Reply turns a conversation into a lead, it looks for a HubSpot contact with the same email, then the same phone number. It updates the match or creates a new contact, and adds a note with the latest message and a link back to the thread. CRM sync needs the Pro plan.
Last verified
What gets sent to HubSpot
This is the default field map. In the workspace you can switch individual fields off or, where HubSpot allows it, point them at another destination. Empty values are skipped.
| Instant Reply has | Lands in HubSpot as | Mapping screen also allows |
|---|---|---|
| Name | First and last name (split on the first space) | Note instead |
| Email property | Note instead | |
| Phone | Phone property | Note instead |
| Source | Note | HubSpot lead_source property |
| Latest message | Note | Fixed |
| Conversation link | Note | Fixed |
| Customer interest and preferences | Note | Fixed |
Set up
- 1Open Integrations in your workspace and choose HubSpot.
- 2Approve the HubSpot OAuth screen. Only owners and admins can connect a CRM.
- 3Optionally change the field map, then leave sync switched on.
Plan and limits
- Included on Pro ($349/month, $3,490/year) and during the 7-day trial.
- Not available on Free, Creator, Starter, Growth or the developer plans.
- Owners and admins connect the CRM. Members can see each lead's sync status.
What the HubSpot connector does not do
- It only sends data out. Changes you make in the CRM do not flow back into Instant Reply.
- It does not copy the whole message thread. It sends the latest message and a link back to the conversation.
- It does not create opportunities or pipeline records. It creates or updates the contact and adds a note; the rest happens inside HubSpot.
HubSpot sync questions
When does a conversation sync?
Once Instant Reply treats a conversation as a lead and it appears in the Customers view. After that, the sync runs again as new customer messages arrive, so the record reflects the latest message.
How does Instant Reply avoid duplicate HubSpot contacts?
Before it creates anything it searches HubSpot for a contact with the same email, then the same phone number. A match is updated and gets a new note, so a long conversation leaves several notes on one contact. No match means a new contact. Matching is exact, so "+971 50 123 4567" and "0501234567" are different phone values.
What exactly lands in HubSpot?
Name (split into first and last), email and phone go to the matching contact properties. The source, your customer's latest message, the conversation link and any saved interest or preferences go into a note on the contact. Each field can be switched off or pointed at the note in the mapping screen.
Does it pull changes back from HubSpot?
No. The connector is one-way, from Instant Reply to HubSpot. Editing a contact in HubSpot does not change the lead in Instant Reply.
Can I see whether a lead synced?
Yes. Each customer card shows the latest sync status for that lead: pending, success or failed. A failed sync does not stop the conversation or the AI reply.
Who in my team can connect HubSpot?
Workspace owners and admins. Members can see leads and their sync status but cannot connect or disconnect a CRM.
Keep reading
- HubSpot WhatsApp integration pricing and setup guide. Background on the HubSpot side of the setup.
- CRM integration feature page. The sync workflow and field mapping in one place.
- Pricing and plan limits. Pro is the plan that unlocks CRM sync.
- Pipedrive sync. Updates matching records.
- Notion sync. Adds a new entry per sync.
- Airtable sync. Adds a new entry per sync.
- Zoho CRM sync. Updates matching records.