Skip to main content

Getting Started with Interhubz

This guide will help you connect Intercom and HubSpot and sync your first conversation in just a few minutes

Tarek Khalil avatar
Written by Tarek Khalil
Updated over a month ago

Prerequisites

Before you begin, make sure you have:

  • An active Intercom account with admin access

  • An active HubSpot account with admin access

  • Login credentials for both platforms

Step 1: Create Your Interhubz Account

  1. Click Sign Up

  2. Enter your email and create a password

  3. Verify your email address

Step 2: Connect Intercom

  1. From your Interhubz dashboard, click Create Connection

  2. Click Connect Intercom

  3. Log in to your Intercom account when prompted

  4. Review the requested permissions and click Authorize

  5. You'll be redirected back to Interhubz

Step 3: Connect HubSpot

  1. On the same connection setup page, click Connect HubSpot

  2. Log in to your HubSpot account when prompted

  3. Review the requested permissions and click Grant Access

  4. You'll be redirected back to Interhubz

  5. Give your connection a name (e.g., "Production Integration")

Step 4: Configure Conversation Capture

Now let's set up how conversations are synced:

  1. Navigate to Connections → [Your Connection] → Conversations → Triggers

  2. Select your preferred Capture Mode:

    • On Conversation Closed (Recommended): Syncs when conversations are marked closed in Intercom

    • Rolling Updates: Syncs at regular intervals

    • Manual Push Only: Sync via API only

  3. Keep the default Noise Guards enabled to filter low-value conversations:

    • Minimum 2 customer messages

    • Minimum 1 minute duration

    • Require human participant

  4. Click Save Settings

Step 5: Configure Destination

Choose where conversation notes appear in HubSpot:

  1. Go to Conversations → Destination

  2. Set When No Ticket Linked to Contact Timeline (recommended)

  3. Set When Ticket Linked to Ticket Timeline (recommended)

  4. Enable Contact Stubs if you want secondary reference notes

  5. Click Save Settings

Step 6: Test Your Integration

Let's verify everything is working:

  1. Open Intercom and start a test conversation

  2. Add at least 2 messages from the customer side

  3. Reply as an agent

  4. Mark the conversation as Closed

  5. Wait 1-2 minutes for processing

  6. Open HubSpot and navigate to the contact's timeline

  7. You should see a new note with the full conversation transcript

What Gets Synced?

Each synced conversation includes:

  • Summary: Conversation outcome and tags

  • Full Transcript: All messages with timestamps

  • Metadata: Conversation ID, state, timestamps, assignments

  • Attachments: List of any files shared

Next Steps

Now that your basic integration is working, explore these features:

Configure Matching

  • Go to Matching → Contact Matching to configure how contacts are matched

  • Set up email, phone, and external ID matching strategies

Set Up Ticket Sync

  • Go to Tickets → Stage Mapping to sync conversation states with ticket stages

  • Configure automatic ticket creation policies

Install the Inbox App

  • Install the Interhubz app in your Intercom Inbox

  • View HubSpot contacts and tickets directly in Intercom

  • Create and link tickets without leaving Intercom

Use the API

  • Enable API Push in Conversations → Triggers

  • Generate your API key

  • Trigger conversation capture programmatically

Common Issues

Conversation not syncing?

Check these settings:

  • Conversation has at least 2 customer messages

  • Conversation lasted at least 1 minute

  • Agent replied to the conversation (human participant)

  • Conversation was closed by an agent (not auto-closed)

Contact not matching?

Verify:

  • Contact has a valid email address in Intercom

  • Corresponding contact exists in HubSpot with same email

  • Email normalization settings in Matching → Contact Matching

Need to re-sync a conversation?

Use the API Push feature:

curl -X POST https://app.interhubz.com/api/v1/conversations/log \   -H "Authorization: Bearer YOUR_API_KEY" \   -H "Content-Type: application/json" \   -d '{"conversation_id": "123456789"}'

Questions? Contact our support team at team@interhubz.com

Did this answer your question?