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Sending Weply leads to HubSpot (Contacts API)

Sending Weply leads to HubSpot (Contacts API)

Updated:
March 17, 2026

Weply can automatically send leads from your live chat directly into HubSpot. When a visitor submits their details through the chat, a new Contact is created in HubSpot, including their contact information and any additional properties you choose to include.

Our Customer Success team handles the technical setup. This guide walks you through what information we need and where to find it in HubSpot.

How it works

Weply connects to HubSpot via the Contacts API:

https://api.hubapi.com/crm/v3/objects/contacts

Authentication uses a Private App access token, which you generate inside your HubSpot account and share with us.

Step 1: Create a Private App and get your access token

HubSpot uses Private Apps as the way to grant external tools like Weply secure access to your account. You will need to create one and share the access token with us.

  1. In your HubSpot account, click the settings icon in the main navigation bar
  2. In the left sidebar, go to Integrations > Private Apps
  3. Click Create a private app
  4. Give it a name (e.g. "Weply integration") and under the Scopes tab, make sure crm.objects.contacts (write) is enabled
  5. Click Create app, then confirm
  6. On the app details page, copy the Access token

Note: You must be a Super Admin in HubSpot to create Private Apps.

Send the access token to your Customer Success manager.

Step 2: Check which fields to include

We always send the following standard properties when creating a Contact in HubSpot:

  • Email (email)
  • First name (firstname)
  • Phone (phone)

Step 3: Set up a custom property for additional data (optional)

If you want to include extra information — such as the full chat transcript — you will need to create a custom contact property in HubSpot first.

To create a custom property:

  1. Go to Settings > Data Management > Properties
  2. Select Contact properties and click Create property
  3. Name it (e.g. "Chat transcript"), set the field type to Multi-line text, and save

Once the property is created, note down the internal name (shown below the label in the property settings) and include it in what you send to us so we can map to it correctly.

Step 4: Send us your details

Once you have everything ready, send the following to your Customer Success manager and we'll take care of the rest:

  • Your Private App access token
  • Whether you want the chat transcript included — if yes, include the internal property name

Further reading

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