6. How to use the integration

Real-time sync (bidirectional)

• Contact, Company, and Deal changes in HubSpot sync to Bridge live.
• Changes made in Bridge sync to HubSpot live (subject to field-level Editable settings).
• Sync latency is measured in seconds under normal conditions.

Activity logging

• Calls made from Bridge are logged as HubSpot Calls with duration and metadata.
• Emails tracked in Bridge are logged as HubSpot Emails.
• Meetings scheduled through Bridge are logged as HubSpot Meetings.
• Tasks created in Bridge (including AI-generated ones from conversation content) are logged as HubSpot Tasks.

Daily conversation summaries

Once every 24 hours, Bridge's AI generates a summary of each active conversation and posts it as a Note on the corresponding HubSpot contact and deal. This gives HubSpot users the full conversational context without needing to open Bridge.

Auto-release of conversations

When a deal in HubSpot moves to a configured trigger stage (by default: Closed Won or Closed Lost), Bridge automatically releases the associated conversation from active queues, freeing up capacity for new deals.

Manual actions

Users can take the following manual actions:  

• Resync: from the Overview tab, trigger a full re-synchronization. This works like an initial setup and re-pulls all data from HubSpot into Bridge.
• Manual contact sync: for contacts flagged as 'Only in Bridge' (not yet in HubSpot), push them to HubSpot with one click.
• Duplicate resolution: in Manual merge mode, review and merge detected duplicates from the Contacts & chats > Duplicates section.
• Change or disconnect connection: also accessed from the Resync flow.

LeadScout integration

LeadScout is Bridge's AI qualification agent. When a lead comes in through WhatsApp or another channel, LeadScout can qualify them automatically using a configurable knowledge base (product catalogs, pricing, qualification criteria). The results — lead status, qualification data, sentiment, and conversation context — sync to HubSpot as contact and deal properties, along with a Note summarizing the conversation.