HubSpot

Version 1.0 · Last updated 2026-08-10

Context

HubSpot is a customer platform that brings marketing, sales, and service software together around one shared contact database. It is used by companies of all sizes, and is best known for its CRM and inbound marketing tools.

Connect it and Living Context reads contacts, companies, and deals straight into every conversation your agent has, across acquisition, retention, expansion, and support - an agent that can see a deal is close to renewal treats that contact differently than one who just filled out a form.

Buying, retention, and upsell signals your agent spots on your website and product route into HubSpot tagged for the owner of that deal, so it surfaces on their next call instead of sitting in a report nobody opens.

HubSpot also runs your support desk. Tickets flow into Living Knowledge, so the agent learns from every resolved case and keeps your Help Center current. The Team Assistant works on top of HubSpot, answering tickets directly from Living Knowledge and a search of related tickets, and hands off to your HubSpot team with full context when a person is needed.

This is where Living Knowledge differs from a built-in help center: it combines and deduplicates everything you connect, from documents and tickets to websites and merge requests, into one holistic, always-current Help Center, instead of a view limited to a single tool.

Key benefits

• Full context on every conversation: Your agent reads contact, company, and deal data straight from HubSpot, so customers don’t repeat themselves to a rep who already has the deal open.
• Signals that reach the deal owner: Buying, retention, and upsell signals spotted on your website and product route into HubSpot tagged for the owner of that deal, not into a report nobody opens.
• Team Assistant on top of HubSpot: Your team answers tickets inside HubSpot, drawing on Living Knowledge and related tickets, without switching tools.

How does it work?

Living Context reads HubSpot contacts, companies, and deals to ground every conversation your agent has. Signals it spots on your website and product route into HubSpot for the deal owner to act on. HubSpot tickets feed Living Knowledge, so the Team Assistant can answer directly inside HubSpot and hand off with full context when a person is needed.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the HubSpot integration. This will open a popup where you can connect your HubSpot account and set up the integration.