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Unlock the insightsOnce HubSpot is connected, a HubSpot tab appears in the Comm100 agent console under Live Chat and Ticketing & Messaging.
While agents work a conversation, the tab shows the customer’s information pulled from HubSpot, so they have the CRM record open next to the chat instead of in another browser window.
Edits agents make to contact details from the HubSpot tab sync back to HubSpot automatically, so your CRM stays current without separate data entry.
You can also save the chat transcript to the contact’s record as a note, which keeps the full conversation history in HubSpot for the next person who picks up the account.
Setup runs from the Comm100 control panel, with no developer work required:
Once connected, a HubSpot tab appears in the Comm100 agent console under Live Chat and Ticketing & Messaging. While an agent works a conversation, the tab shows the customer’s information from HubSpot, and any changes the agent makes sync back to HubSpot automatically.
You need a HubSpot account and a Comm100 plan that includes the integration. From the Comm100 control panel, go to Apps & Integrations, open the HubSpot card, and sign in to your HubSpot account to authorize the connection. You then enable the integration for Live Chat, Ticketing & Messaging, or both.
The HubSpot integration is available on the Live Chat Ultra, Omnichannel Plus, and Omnichannel Ultra plans.
Yes. Agents edit contact details from the HubSpot tab in the agent console, and those changes update in HubSpot automatically. You can also save the chat transcript to the contact’s record as a note, so the conversation history lives in your CRM.
Yes. You can enable HubSpot for Live Chat, for Ticketing & Messaging, or both. Agents see and update the same HubSpot contact information whether they are handling a live chat or working a ticket.
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