Docket’s HubSpot integration syncs AI-driven prospect conversations with Docket Marketing Agent to create Contacts, Timeline Events and Meetings in HubSpot.
PREREQUISITES
Admin seat in Docket — required to manage integrations
Any HubSpot tier with API access (Free, Starter, Pro, Enterprise) — required
OAuth credentials with API Enabled — required for authentication
System Administrator or Integration User — recommended for full access
Read access to Company, Contact, Deal, Meeting objects — required for ingestion
Write permission to Contact, Meeting objects - is required
INTEGRATION PROCESS
Step 1: Connect Your HubSpot Account
Navigate to the Settings section within your Docket platform and select the Integrations tab.
From the extensive list of Apps and Integrations locate HubSpot and click Connect.
You will be guided through an authorization process to link your HubSpot account.
Step 2: Configure Your Integration Settings
Once connected, you have the flexibility to customize how data syncs between HubSpot and Docket.
Click the gear icon on the HubSpot integration card and choose Settings.
This will open the HubSpot Configuration window, presenting you with Field Mapping options.
Step 3: Master Field Mapping
Field mapping is crucial for controlling the flow of information. You can determine whether Docket reads data from HubSpot, writes data to HubSpot, or both. This is managed through simple Read and Write toggles for various data objects.
Important Note on Permissions: For the integration to function correctly, please ensure that you provide both Read and Write permissions for all objects. These permissions are NOT enabled by default and are necessary for a complete and seamless data sync.
How Docket Keeps HubSpot Updated:
Contacts: If the person isn’t in HubSpot, Docket creates a new Contact (defaults LeadStatus= Lead). If the Contact already exists, Docket updates the record and logs a custom Timeline Event summarizing the Marketing Agent conversation.
Companies: Docket doesn’t create Companies. When a matching Company exists (typically by domain), Docket associates the Contact and the Timeline Event to it. If your portal uses HubSpot’s Automatically create and associate companies with contacts setting, HubSpot may auto-create a Company from the email domain.
Deals: Docket doesn’t create Deals. When an existing Deal is already associated with the Contact/Company, Docket attaches the Timeline Event so your team has full context on the Deal timeline.
Timeline Events: After every Marketing Agent conversation, Docket logs a detailed custom Timeline Event on the Contact—and, when present, the associated Company and Deal—creating a single, reliable history of interactions.
PS:
Docket uses a HubSpot form named DocketAIForm to add/update Contacts. If you delete a Contact in HubSpot, any form submissions tied to that Contact will no longer be available in the CRM.
Add the website domain where the Docket Marketing Agent widget runs to HubSpot → Settings → Tracking & Analytics → Advanced Tracking to prevent submissions from being flagged as spam.
Recommended: Create a custom Contact property named “Updated By Docket” to track changes made via the integration.
After tailoring the integration to your needs, click "Save" to activate your settings.
Your teams can now leverage the combined power of Docket and HubSpot to streamline workflows and enhance customer relationships.