Connect HubSpot to BizRnR

Connect HubSpot

The HubSpot integration pushes every BizRnR conversation into your CRM as a contact + activity, and pulls contact context back into the AI so it knows who's calling. Setup is one OAuth click and three field mappings — most teams finish in under five minutes.

What syncs, in both directions

When a lead reaches you through BizRnR — voice, chat, SMS, WhatsApp, email, social DM — we look up the phone number or email in HubSpot first. If the contact already exists, the AI greets them by name, references their last interaction, and logs the new conversation as a HubSpot activity on their timeline. If they're new, we create the contact at the end of the conversation with a bizrnr_first_touch_channel property so your reporting can credit the channel that brought them in.

Going the other way: any contact you create or update in HubSpot is mirrored into BizRnR within five minutes via webhook, so the AI always has the freshest data to draw from.

Connect the integration

1. In BizRnR, open Settings → Integrations → HubSpot and click Connect.
2. You'll be redirected to HubSpot's OAuth screen. Sign in with an account that has at least the Marketing Hub Starter seat or higher (Free tier doesn't expose the contacts API we need).
3. Grant the requested scopes — we ask for crm.objects.contacts.read, crm.objects.contacts.write, and timeline.events.write. We never request payment data, deal-stage modification, or workflow-edit scope.
4. You'll land back on the BizRnR Integrations page with a green "Connected" badge.

Map your fields

We pre-map the obvious ones (name, phone, email, company), but most teams have one or two HubSpot custom properties they want populated. Open Integrations → HubSpot → Field mappings and add as many as you want. Common picks:

• bizrnr_last_intent — what the AI thinks the contact wants (book, quote, complaint, info)
• bizrnr_lead_score — 0-100 score from our intent classifier
• bizrnr_first_channel — the channel they arrived on
• Your own custom property — pick whatever a contact field produces and we'll write to it

Field mappings are evaluated at conversation end, so the contact gets the latest snapshot — not the one from when the call started.

Backfill historical conversations

If you already had calls and chats in BizRnR before connecting HubSpot, click Backfill on the integration page. We'll work through the last 90 days at roughly 1,000 conversations per minute. Most accounts finish in under ten minutes; you'll get an in-app notification when it's done.

The backfill is idempotent — running it twice is safe. We match on bizrnr_conversation_id so duplicates don't appear on contact timelines.

Troubleshooting

"Authentication failed" after the OAuth handshake. Almost always a HubSpot seat issue — confirm the account you connected has the right Hub. Free Marketing Hub doesn't expose the contacts API.

Contacts created but no activity on the timeline. The timeline.events.write scope didn't get granted — disconnect, reconnect, and re-approve all scopes.

Properties not updating. The HubSpot property is type-locked (e.g. you mapped a number field to a string output). Check Field mappings → Validation errors for the specific row that failed and either change the HubSpot property type or pick a different mapping.

If the integration silently disconnects (HubSpot occasionally revokes tokens after a major auth change on their side), you'll see a yellow banner on the dashboard and an email. Reconnecting takes ten seconds and no data is lost — we resume from the last successful sync timestamp.