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HubSpot
Sync customer context and follow-up so support and revenue teams stay aligned.
Overview
HubSpot is a CRM platform that combines marketing, sales, and customer service, including conversations and ticketing. Lorikeet connects to HubSpot so it can read customer context from your CRM and help manage support conversations and tickets with the right history and account details available real-time
What it is
HubSpot + Lorikeet enables more personalized support by grounding responses in CRM context—such as account history and prior interactions—without forcing your team to switch tools. Real-time updates keep the agent aligned with conversation and ticket activity, reducing manual follow-ups and improving consistency. As a result, teams can handle routine requests faster while keeping HubSpot clean and current as the system of record.
How to integrate
Connect HubSpot to Lorikeet using a HubSpot private app and admin-approved access. You’ll create the private app in HubSpot, then share the required app credentials and your HubSpot account identifier with Lorikeet through your approved secure channel. To keep Lorikeet in sync with activity, you’ll enable HubSpot webhooks and point them to Lorikeet’s HubSpot webhook endpoint https://api.lorikeetcx.ai/webhooks/hubspot. Lorikeet will confirm the exact permissions and event subscriptions needed for your setup so the agent can reliably read context and respond within the scope you approve
