Connection and accounts

Your team logs in to HubSpot, authorizes Nuvia once and views all the connected portals in one place. Add another HubSpot account when you grow, without having to share passwords. Access is linked to your Nuvia workspace, ensuring that only the right users manage the connection.

Two-way synchronization of contacts with HubSpot

When a contact is updated in HubSpot, Nuvia updates the same person in your workspace. When your team edits mapped fields in Nuvia, the values are written back to HubSpot, keeping conversations and CRM records aligned without manually copying and pasting.

Synchronize deals and move pipeline steps through the inbox

Link HubSpot deals to conversations and keep mapped names, values and properties up to date. When an operator advances the conversation stage, Nuvia can update the deal stage in HubSpot based on the mapping configured, making the pipeline reflect the customer's actual progress.

Map HubSpot properties to Nuvia fields

Choose which HubSpot contact and deal properties correspond to Nuvia custom fields. Synchronize HubSpot's property catalog whenever administrators add new fields, ensuring that your operators always work with the most up-to-date CRM schema.

Automatically trigger actions from HubSpot events

Important changes in HubSpot can activate flows within Nuvia, such as campaigns or follow-up sequences, using the same customer record that your reps see in chat. This allows marketing and sales to respond faster without exporting lists or rebuilding segments manually.

Import contacts from HubSpot lists

Import contacts directly from HubSpot lists into Nuvia campaigns. Select any active list from your portal, view the members and use them as an audience in outbound campaigns, without having to manually export and re-import files.

Bidirectional synchronization of managers

Keep assignees synchronized between HubSpot and Nuvia. When the owner of a contact or deal changes in HubSpot, the corresponding conversation in Nuvia is automatically reassigned to the mapped user. When the agent changes in Nuvia, the owner in HubSpot is updated in real time.