Complete guide to installing, configuring, and using the Bridge integration with HubSpot
Bridge centralizes every sales conversation — WhatsApp, email, calls, and video — in a single workspace, and syncs that activity automatically into HubSpot. Sales teams stop switching between apps, and HubSpot becomes the source of truth for every customer interaction, without manual data entry.
1 step
Before starting the setup, ensure the following are in place:
2 steps
Bridge supports two installation paths. Both require an active Bridge account as a prerequisite.
21 steps
After the OAuth connection is complete, the setup wizard walks through two initial configuration steps: choosing a sync mode and mapping fields between Bridge and HubSpot.
4 steps
Once the integration is connected, the CRM section provides a dashboard with six tabs for monitoring and configuring the sync in detail.
11 steps
Once configured, the integration operates in two modes: automatic (continuous background sync) and manual (user-initiated actions).
5 steps
You can disconnect Bridge from HubSpot at any time. The disconnect flow is accessed through the Resync button in the Overview tab.
3 steps
You can also uninstall Bridge directly from HubSpot's Connected Apps panel. This has the same effect as disconnecting from Bridge.
3 steps
This section is how Bridge handles data in several scenarios, including compliance with privacy regulations.
7 steps
Bridge exposes a developer webhook system that lets technical teams extend the integration with custom automations. This section is intended for developers and technical administrators.
7 steps
For questions, issues, or feature requests related to Bridge for HubSpot:
3 steps