HubSpot API with OAuth
A private or public app authorised in your account, scoped to the agreed objects only.
Integration · CRM
Official WhatsApp + HubSpot.
HubSpot records everything except what happens on WhatsApp. brisk4 closes that gap: every conversation becomes an activity on the contact timeline, and deals move stages based on what the AI identifies in the dialogue.
What syncs
HubSpot objects inside the conversation.
| HubSpot object | Direction | Trigger |
|---|---|---|
| Contact | brisk4 ↔ HubSpot | Contact identified by phone or email; created when new, enriched when it already exists. |
| Deal | brisk4 ↔ HubSpot | A qualified lead creates the deal; a stage change in HubSpot fires the follow-up message. |
| Ticket | brisk4 → HubSpot | A support request opens the ticket already classified, with the transcript attached. |
| Timeline engagement | brisk4 → HubSpot | Every conversation logs the activity on the timeline, with channel, duration and summary. |
| Custom properties | brisk4 → HubSpot | Data collected during triage fills the properties you define. |
Ready-made flows
What goes live first.
- Complete timeline, no typingEvery WhatsApp conversation becomes an engagement on the contact timeline, with channel, summary and transcript. The rep opens HubSpot and sees the full history, not just emails.
- Deals that move themselvesThe AI spots buying signals in the dialogue, creates or moves the deal into the right stage and assigns the right owner, with properties already filled in.
- Tickets classified at the sourceA support request opens the HubSpot ticket already carrying subject, priority and transcript, without the agent retyping what the customer just said.
How we connect
Method and prerequisites.
Object webhooks
HubSpot notifies brisk4 when a deal changes stage or a ticket changes status, enabling an immediate response.
Properties and pipelines
Custom properties, pipelines and stages are mapped during rollout, respecting your commercial process.
- Covered products
- HubSpot CRM, Sales Hub and Service Hub
- Required access
- Authorised app scoped to the objects in use
- Authentication
- OAuth 2.0
- HubSpot plan
- API and webhook features according to your subscription
- Properties
- Custom property mapping during rollout
- Pipelines
- Stages and deal owners defined before enabling writes
Frequently asked questions
HubSpot and brisk4: questions.
Do WhatsApp conversations show on the HubSpot timeline?
They do. Each conversation logs an engagement on the contact timeline, with channel, summary and transcript. The sales team sees the full relationship history, not just emails.
Does brisk4 move deals between stages on its own?
It does, within the rules you define. The AI spots buying signals or objections in the dialogue and updates the deal to the matching stage. Nothing moves outside what was agreed during rollout.
Can Service Hub tickets be opened from the conversation?
Yes. The support request opens the ticket already classified by subject and priority, with the transcript attached, and the agent retypes nothing.
Which HubSpot plan do I need?
Any plan that grants API access and object webhooks. Available features vary by subscription, so we check this during the assessment before defining scope.
Complete the timeline in your HubSpot.
In the free assessment we map your pipelines, properties and what is being lost today for never being recorded.