Setup Guide

Heyrmes for HubSpot

Last updated: August 4, 2026

The Heyrmes AI Connector links your HubSpot account to Heyrmes. Once connected, your AI agents can reply to messages in your HubSpot inbox, keep contacts in sync, create deals, log notes to the contact timeline, and book meetings on your calendar.

This guide takes about ten minutes. You need to be a super admin on the HubSpot account you want to connect.

1. Before You Start

  • A Heyrmes account with at least one business set up.
  • A HubSpot account where you are a super admin. Normal users cannot install apps.
  • If you plan to use live chat, Messenger, or Instagram, those channels should already be connected inside HubSpot. See Section 4.

2. Connect HubSpot to Heyrmes

  1. In Heyrmes, open Settings → Integrations.
  2. Find HubSpot and click Connect.
  3. Sign in to HubSpot and choose the account you want to connect. Make sure it is the right one — a HubSpot developer account cannot be used here.
  4. Review the permissions and approve them. See Section 3 for what each one is for.
  5. You are sent back to Heyrmes. HubSpot should now show as connected, listing CRM, meetings, and conversations.

About the "unverified app" notice

During install, HubSpot may say you are connecting an unverified app. This only means the app is not yet listed in the public HubSpot App Marketplace. It is expected, and it does not affect how the app works or how your data is handled.

3. Permissions We Ask For

Heyrmes only asks for what it needs to run the features you turn on.

crm.objects.contacts.read / write

Keep contacts the same in both systems, and attach conversations to the right person.

crm.objects.companies.read / write

Link contacts to their company so your agents have context.

crm.objects.deals.read / write

Create and update deals from the HubSpot steps in your workflows.

crm.objects.owners.read

Read your team's availability so the agent can book meetings on the right calendar.

conversations.read / write

Read incoming messages in your HubSpot inbox and send replies on the same thread.

oauth

Required by HubSpot to keep the connection signed in.

We do not read your marketing emails, and we do not use your HubSpot data to train AI models. See our Privacy Policy for the full detail.

4. Connect Your Message Channels

This is the step people most often get stuck on, so read it carefully.

Live chat, Facebook Messenger, and Instagram must be connected inside HubSpot first. Heyrmes cannot connect them for you. Once they are live in your HubSpot inbox, Heyrmes picks them up automatically.

  1. In HubSpot, go to Inbox → Channels and connect the channel you want, following HubSpot's own steps.
  2. Send yourself one test message through that channel so a real conversation exists.
  3. Back in Heyrmes, open Settings → Integrations. The channel should now show as ready.
  4. Add the channel to a workflow and pick the HubSpot account it belongs to.

If a channel does not appear, confirm it is actually live in HubSpot, then reconnect HubSpot in Heyrmes to refresh the list.

5. What Works, and What Does Not

Supported channels

  • Live chat: Inbound and outbound on native HubSpot threads
  • Facebook Messenger: Inbound and outbound on native HubSpot threads
  • Instagram DMs: Inbound and outbound on native HubSpot threads
  • SMS: Outbound on existing conversation threads
  • Email: Outbound on existing conversation threads

Not supported

  • WhatsApp: HubSpot's Conversations API does not allow outbound WhatsApp messages. The option is turned off on purpose.
  • Contact tags: HubSpot has no direct equivalent to tags. Use contact properties or lists instead.

6. HubSpot Steps in Workflows

Once connected, these blocks are available in the Heyrmes workflow builder.

  • HubSpot: Create Deal — creates a deal, picks the pipeline and stage, and links it to the contact.
  • HubSpot: Log Note — writes a note to the contact timeline so your sales team sees what the agent discussed.
  • Booking — choose HubSpot as the calendar. The agent checks real availability and books the meeting during the conversation.

Contacts sync both ways on their own. A contact created in Heyrmes appears in HubSpot, and edits made in HubSpot flow back.

7. If Something Stops Working

Incoming messages are not reaching Heyrmes

  • Check the channel is still live in your HubSpot inbox.
  • Confirm the workflow using that channel is active, not paused.
  • Reconnect HubSpot in Settings → Integrations. This refreshes the message subscriptions.

Replies are not appearing in HubSpot

  • Make sure the conversation started in HubSpot. Replies go back on the same thread, so there has to be one.
  • Check the workflow's channel step points at the right HubSpot account.

The connection dropped

This usually means someone removed the app in HubSpot, or permissions changed. Reconnect from Settings → Integrations. Your workflows and history are kept.

8. Disconnecting

You can disconnect from either side:

  • In Heyrmes, open Settings → Integrations and disconnect HubSpot.
  • In HubSpot, go to Settings → Integrations → Connected Apps and uninstall Heyrmes AI Connector.

After disconnecting, Heyrmes stops reading and writing HubSpot data straight away, and the stored access tokens are removed. Conversations already recorded in Heyrmes stay in your Heyrmes account. To have those deleted as well, contact us using the details below.

9. Getting Help

Email hello@heyrmes.com or book a call. Tell us your HubSpot account ID and roughly when the problem started — it helps us find it faster.