Docket’s HubSpot integration syncs AI-driven prospect conversations with Docket Marketing Agent to create Contacts, Timeline Events and Meetings in HubSpot.
With the agent-level CRM write-back capabilities, you have granular control over exactly what data gets written back and where.
Pre-requisites
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, Timeline objects — required for ingestion
Write permission to Contact, Meeting, Company, Deal, and Timeline Event objects — required for write-back
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.
Important Note
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.
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: Configure Read Access (Import to Docket)
Docket separates Read and Write access. Read access syncs CRM data into Docket to enrich live agent conversations via the CRM data.
Toggle the Read switches for Contact, Company, and Deal to allow Docket to retrieve contextual data during prospect conversations.
After tailoring the integration to your needs, click "Save" to activate your settings.
Step 4: Enable Agent-Level Write-Back
Write-back is configured individually for each agent, giving you granular control over where conversation data is logged.
Navigate to your Marketing Agent and select the Analysis and Actions tab.
Scroll down to Post Call Actions.
Toggle on Sync to HubSpot to automatically write conversation data to HubSpot when an engagement ends.
Step 5: Configure Object and Field Mapping
Once Sync to HubSpot is enabled, expand the configuration to map fields for Contacts, Companies, Deals, and Timeline Events.
Write operations are non-blocking—if an object is unavailable or permissions are missing, Docket simply skips it and continues.
How Docket Keeps HubSpot Updated:
Contacts: If the person isn’t in HubSpot, Docket creates a new Contact. If the Contact already exists, Docket updates the mapped fields. You can map custom Docket fields (like UTM parameters, Click IDs, and Meeting Details) directly to your HubSpot Contact properties.
Companies: Docket doesn’t create Companies. When a matching Company exists, Docket updates the mapped fields.
Deals: Docket doesn’t create Deals. When an existing Deal is associated with the Contact/Company, Docket updates the mapped fields.
Timeline Events: After every conversation, Docket logs a custom Timeline Event on the Contact—and cascades it to the associated Company and Deal if access is granted. The event includes the agent's name, interaction count, page URL, and UTM parameters.
Advanced Tracking & Attribution
Docket now supports writing rich attribution, post call analysis fields and interaction data directly to HubSpot:
UTM Parameters & Click IDs: Map e.g.
Docket UTM Source,Docket Page URL, andDocket Click IDto your CRM fields to capture exactly which campaigns drive meaningful conversations.Interaction Lifecycle: Track
Docket First Interaction Date,Docket Latest Interaction Date, andDocket Interaction CountFields to enable re-engagement workflows.
Leveraging Post-Call Analysis Field Mapping
Beyond standard properties, you can define custom Post Call Analysis instructions to automatically extract insights from every conversation (e.g., Pain Points, Budget, Interested Products) and these extracted fields will now be available to map directly into your HubSpot properties.
Navigate to your Marketing Agent and select the Analysis and Actions tab.
Under Post Call Analysis, click Add to create a new extraction prompt.
Select the Data Type (e.g., Text), give it a Name, and provide clear instructions for the LLM to evaluate the call. You can optionally define permitted responses (like "Qualified" or "Unqualified").
Mapping Post-Call Analysis fields unlocks powerful CRM automations:
Targeted Segmentation: Map captured pain points or qualification statuses to build targeted lists. For example, enroll everyone who mentioned "integration challenges" into a specific nurture track.
Rep Readiness: Discovery questions, pain points, and next steps are written to the Timeline Event. A simple workflow can send this summary to the Account Executive before a booked meeting, ensuring they walk in fully prepared.
Pipeline Attribution: Group deals by the mapped `Docket Page URL` or agent ID to see exactly which website pages and agent configurations are driving actual pipeline, not just conversation volume.
Other notes
Docket syncs data from HubSpot every 24 hours
Docket pushes updates to HubSpot almost in real time
Salesforce to HubSpot reads refresh every 24 hours
Disconnecting and holding data pauses all sync operations instantly.
Permanent delete removes ingested data and configuration.
Docket respects field and object permissions. If write access is not granted for a specific object, the workflow skips it and continues without blocking.
Rate limits may delay sync; automatic retries occur.
Your teams can now leverage the combined power of Docket and HubSpot to streamline workflows and enhance customer relationships.
For additional assistance or troubleshooting, contact [email protected].