Connecting Salesforce or HubSpot to chat

Last updated: June 23, 2026

Connecting your CRM lets chat read your accounts, contacts, opportunities, owners, custom fields, and pipelines — so you can ask things like "who owns the open opps in my pipeline above $50K?" or "build me a list of accounts at Stage 3 that haven't had activity in 14 days."

Unify Chat supports Salesforce and HubSpot.

Connecting from inside chat

The easiest way to connect a CRM is to just ask chat to do something that needs it. For example:

"Show me my open opportunities in Salesforce."

If your CRM isn't connected yet, chat will ask you to authorize the connection right in the conversation. Click through, sign in to your CRM in the popup, and chat picks up where it left off as soon as the connection is live.

Chat asks for the minimum permissions it needs. The OAuth screen shows exactly what it's requesting.

Connecting from Settings

If you'd rather set things up before you start chatting:

  1. Go to Settings → Integrations.

  2. Click Salesforce or HubSpot.

  3. Sign in and authorize.

Once it's connected, every chat conversation in your workspace can use it.

What chat reads

Once connected, chat can:

  • Look up specific records (an account, a contact, an opportunity).

  • Search and query across records.

  • Read custom fields, picklists, owners, pipelines, and record types.

  • Combine CRM data with website intent, product usage, sequence engagement, and other signals when building Lists or Audiences.

What chat doesn't do

  • Chat doesn't write to your CRM yet. Creating records, updating fields, logging activities, and moving deals through stages still happen in the CRM. We're actively working on writes.

  • Chat doesn't sync your CRM in real-time on its own. Unify's normal CRM sync still drives the underlying data refresh.

Disconnecting

To disconnect a CRM:

  1. Go to Settings → Integrations.

  2. Click into the integration.

  3. Click Disconnect.

Disconnecting removes chat's access immediately. Lists you've already built keep their data.

Troubleshooting

"Chat says it can't reach my Salesforce." The connection has expired or the user who connected it no longer has permission. Reconnect from Settings → Integrations.

"Chat returns no results when I know the record exists." Check that the user who connected the CRM has visibility on that record. Chat sees what the connecting user sees — record-level permissions and Salesforce sharing rules apply.

"Which CRM users does chat use?" Whoever connected the integration. If you'd like chat to act as a different user, that user can reconnect from their own account.

Other CRMs. If you use a CRM other than Salesforce or HubSpot, let us know — we're prioritizing the next integrations based on demand.