How to enable and use the HubSpot integration

The HubSpot integration in the app switcher allows you to display, create, and edit customer records from your HubSpot CRM that match the open message in Front.

If you’d like to sync HubSpot contacts or companies into Front, see the articles below:

• HubSpot contacts sync

• Sync HubSpot companies to Front accounts

If you are on the Professional plan or above, this integration also includes a library of prebuilt Connectors that give you access to every action available in the HubSpot API. Use them in rules, macros, or chatbots to easily automate HubSpot actions directly from Front, supercharging your workflows without having to write any code.

If the sender has a matching email or SMS contact in HubSpot, the contact details will be displayed in the HubSpot integration in Front. You can display any default or custom fields for these four default objects in your HubSpot plugin in Front:

• Contacts

• Companies

• Deals

• Engagements (notes, tasks, etc.)

You can also use rules to log messages in HubSpot as activities on the related contact record.

Important to know:

• The most recent message body will be logged to the HubSpot contact as an email engagement

• SMS messages, tweets, or other message types will not be sent to HubSpot

You must have Front company admin permissions to set up the integration. Once enabled, any end user can use the integration's features.

Step 1

Click the gear icon, navigate to company settings, then select App store from the left menu.

Step 2

Select HubSpot from the list of integrations. Click See details, then click Enable app.

Step 3 

Click Link company HubSpot account.

Step 4

In the pop-up, you’ll see your Front email and company information. Click Authorize.

Step 5

On the next page, click Create a new HubSpot account or Sign in to your HubSpot account.

Enter your HubSpot account login credentials. Once you’ve logged in, you’ll also be asked if you’d like HubSpot to remember your device.

Step 6

Select the HubSpot account you want to link to Front, then click Choose Account.

Step 7

Review the scope approval screen, check the box, then click Connect app.

Step 8

Click Save to finish enabling the HubSpot integration.

Step 9

Click Start using this app if you'd like to navigate to your app switcher and immediately begin using the sidebar plugin.

Step 1

In your inbox view, select the HubSpot icon in the app switcher located in the sidebar on the right of the Front interface.

Step 2

In the plugin, click the Sign in button. A pop-up will appear for you to enter your HubSpot login credentials.

Step 3

Navigate to the Settings tab to choose which fields you want to be shown for standard objects.

To display custom objects, you will need to follow a few additional steps.

• When you open a conversation, the plugin automatically finds related HubSpot records by matching the sender's email or name.

• You can view and update information from Contacts, Companies, Deals, Engagements, and related custom objects.

• All data is fetched live from HubSpot, and supported fields are editable within Front based on your permissions.

• You can also update HubSpot ticket statuses directly from the plugin.

Use the plugin to log emails directly to HubSpot:

• Select which contacts, companies, deals, engagements, or custom objects to log the conversation to.

• Choose to log either the most recent message or the full conversation thread.

• Optionally assign a HubSpot user as the activity owner.

• Email attachments will be included when logging.

The plugin will auto-detect all known HubSpot contacts in the conversation and pre-select them for quick logging.

• Click the Sync with HubSpot button in either the plugin or contact details panel to manually refresh data.

• This immediately pulls the latest HubSpot information into Front.

• You'll see a confirmation message with the timestamp of the last update.

This is especially useful when records have been updated in HubSpot and need to reflect in Front right away.

• Custom objects must be related to standard objects (e.g., linked to a Contact or Company) to appear in Front.

• You’ll need to configure these relationships in HubSpot and ensure the API user has access.

• Once set up, they will show in the plugin and can be used for viewing, editing, or logging.

To refresh schema and display new objects or fields, go to plugin Settings and select Reload custom fields.

You can use the Log message in HubSpot rule action automatically log messages from your Front inboxes into HubSpot.

This rule will run only on email conversations, and it will log the most recent message's body to the HubSpot contact as an email engagement.

Step 1

Click the gear icon, then select workspace or personal settings in the left sidebar, depending on where you want to create your rule.

Step 2

If creating a shared rule, click Rules and macros in the left sidebar, then click Create rule. If creating an individual rule, click Rules in the left sidebar, then click Create rule.

Step 3

Select the Send to HubSpot rule template (shared rules only) or create a rule from scratch.

Step 4

The template will automatically select triggers, conditions, and actions to get you started. You can further customize your rule by selecting specific inboxes, adding additional conditions, and more. Ensure the action Log message in HubSpot is included in your rule. 

If there is no HubSpot contact related to the message, the message will not be logged.

Step 5

Click Create to save your rule.

Use the following steps to unlink your HubSpot account from Front. 

• You can do this to log into a different HubSpot instance, or if you plan to disable the integration for your company.

• Disconnecting your account will not affect your HubSpot accounts and data.

Step 1

Click the gear icon, navigate to company settings, then select App store from the left menu.

Step 2

Select HubSpot from the list of integrations. Click See details, then click Configure app.

Step 3

A pop-up will appear. Click Unlink HubSpot account.

Step 4

Your HubSpot account is now disconnected from Front.

Use the following steps to disable the integration for your company. 

• Disabling the integration does not disconnect your HubSpot account from Front. If you need to disconnect your account, see the steps above.

• End users will no longer be able to access the sidebar plugin.

• Any existing rules using the HubSpot rule action will stop working.

• Disabling the integration will not affect your HubSpot accounts and data.

Step 1

Click the gear icon, navigate to company settings, then select App store from the left menu.

Step 2

Select HubSpot from the list of integrations. Click See details, then click Disable app.

Step 3

A pop-up will appear. Type “DISABLE” in the text field, then click Disable app to confirm.

Step 4

The Enabled indicator will be removed from the HubSpot integration.

Users may receive an error that they do not have sufficient permissions to log in to the HubSpot integration in Front. Example error messages:

• Request for integration permissions: You do not have the correct role to grant these permissions. Please contact your administrator.

• Couldn't complete the connection: Authorization failed because you don't have permissions to authorize the scopes required by the app. Please contact your super admin to get the necessary permissions.

To resolve the error, a HubSpot admin must enable the following HubSpot permissions for users:

• Read & write access (view and edit): Contacts, Companies, Deals

• Read-only access (view only): Marketing - Lists

To enable automatic associations between logged messages and deals, companies, or other, you can enable automatic associations in your HubSpot settings and then create a Front rule with the Log message in HubSpot action.

No. Rules with the action Log message in HubSpot work with specific When triggers. The compatible When triggers are: 

• Inbound message is received

• Outbound message is sent (new conversation)

• Outbound reply is sent (existing conversation)

• New comment is added

• Teammate is mentioned

• Tag is added

We don't populate the Activity assigned to property, so activities will show as unassigned in HubSpot. We only populate Activity Created By, and that would log to the user who enabled the HubSpot integration in Front.

This feature is available on all plans.