Why teams connect it
- No retyping
Nobody copies an email out of a chat log. The record is there before your rep opens HubSpot.
- Useful context
The AI summary, your custom fields and the source page are enough to open with something specific.
- No extra work
Once an agent is connected, sending leads is automatic.
What your rep sees
A contact with the right name, company and phone, marked as a lead, and a note that reads like a handover: what they asked about, what they told the AI, the custom fields you collected and the page they were on. Your rep can open the conversation with something specific instead of "How can I help?"
ChatterMate writes contacts and notes only. It leaves deals and companies alone, so nothing a rep changed by hand is touched beyond the contact fields it fills in.
How it works
- The agent captures a leadName, email, phone, company and whatever else you ask for. No form.
- It checks HubSpotIt looks for that email first, so a returning visitor updates the same contact.
- The contact is savedStandard fields are filled in and the lifecycle stage is set to lead.
- A note is addedThe AI summary, custom fields and source page land on the contact.
What lands in HubSpot
The fields go where your reps expect them, and the reasoning goes in a note.
- EmailContact email, used to match
- Full nameFirst name and last name
- PhonePhone
- CompanyCompany
- Lifecycle stageSet to lead
- AI summary, custom fields, source pageA note on the contact
Before you start
Any account that can approve the app for contacts.
Turn on lead capture for the agent and choose your fields.
Connect the agents you want. The others stay out of HubSpot.
You stay in control
Connect once from your integrations settings. Credentials are stored encrypted.
It only asks for permission to read and write contacts. Read is used to find an existing contact by email.
Point one agent at HubSpot and leave the others alone.
HubSpot questions
Does it create deals?
No. It writes contacts and notes only.
Does it create duplicates?
No. Every push matches on email first.
Does HubSpot data flow back?
No. It is one-way, from ChatterMate to HubSpot.
What if HubSpot is down?
The push is a queued job that runs after the lead is saved in ChatterMate, so the lead itself is safe.