Botvee sends only the data required for features enabled by the user. Lead details such as name, email, phone number and country can be sent to HubSpot contacts. Botvee reads existing HubSpot contacts to match customers by email and avoid creating duplicates or overwriting populated fields.

Completed conversation details can be added to the matching HubSpot contact as a note. When Inbox sync is enabled, eligible recent conversations and messages are shown in HubSpot Help Desk. Replies written in HubSpot are delivered through Botvee to the customer’s original channel.

Users can disable individual sync options or disconnect HubSpot at any time. Existing records already created in HubSpot or Botvee remain after disconnection.