Connect HubSpot to Chekkit

Connect HubSpot to Chekkit to text customers automatically when things happen in HubSpot — like a new deal, a support ticket, or a deal marked won — using ready-made automations you can turn on in a few clicks.

What it does

• Links your HubSpot account to Chekkit when you sign in to HubSpot and approve the connection, so HubSpot updates flow into your messaging automations.
• Lets you choose which HubSpot updates should trigger texts — new deals, deal stage changes, new support tickets, and more.
• Offers one-click quick-setup automations for new deal follow-up, support ticket confirmations, and review requests after a deal is won.
• Lets you fine-tune any automation later from Automations → Message automations.

Before you start

• You need owner or location admin access in Chekkit.
• You need a HubSpot account with permission to approve connected apps.
• If you want the Review request after deal won automation, check Stage changed under Deals when you connect — it isn't selected by default.

How to connect

1. In Chekkit, go to Settings → Connections → CRM & Tools.
2. Find HubSpot in Business Tools & Integrations.
3. Click Connect to open the connection dialog.

Connect HubSpot

1. Choose an app where this connection will live. Chekkit picks one for you by default; you can use an existing app or create a new one named HubSpot.
2. Under Text customers when…, select the HubSpot updates you want Chekkit to receive:
   • Deals — Created — when a new deal is added in HubSpot (selected by default).
   • Deals — Stage changed — when a deal moves to a new pipeline stage (e.g. New Lead, Closed Won). Required for the review request automation.
   • Tickets — Created — when a new support ticket is created (selected by default).
   • Contacts — Permanently deleted — lets Chekkit know when a contact is permanently deleted in HubSpot, such as a privacy request (selected by default).
3. Click Connect HubSpot. You'll be sent to HubSpot to sign in and approve the connection, then returned to Chekkit.

When the connection succeeds, the HubSpot row shows Connected.

Quick-setup automations

After connecting, click Set up automation (or the + button on a connected integration) to open the template picker.

Example review request (with sample data):

Hi Jane, thank you for your business! We'd love your feedback — it only takes a moment: [review link]

Real messages use the name and phone number of the contact attached to the deal or ticket in HubSpot.

Pick a template, click Turn on automation, and Chekkit creates and activates it. You can add the remaining templates anytime; already-added ones show as Added.

After connecting

• Open Message automations from the integration row to view, edit, or pause automations.
• Click Events on the HubSpot row to change which HubSpot updates Chekkit listens for — for example, to turn on Stage changed later.
• To test that everything is working, create a test deal or ticket in HubSpot with a contact that has your own phone number.

Disconnect HubSpot

1. In Business Tools & Integrations, open HubSpot and choose Remove.
2. Confirm removal in Chekkit. Chekkit also disconnects from HubSpot on their side.
3. Existing automations remain but will not run until HubSpot is connected again. You can reconnect at any time.

Troubleshooting

• The review request never sends. Make sure Stage changed is turned on under Deals — click Events on the HubSpot row to check. The deal also needs to be marked Closed Won in HubSpot.
• Customers aren't receiving texts. Check that the contact attached to the deal or ticket has a valid phone number in HubSpot.
• The HubSpot row shows a red alert. The connection needs to be refreshed — remove HubSpot and connect it again to restore sync.
• I want a different trigger. Duplicate or edit the automation in Message automations to match your HubSpot workflow.

Related articles

• How can I automatically send review invitations?
• Send Events to Chekkit Using Webhooks
• Messaging Consent

Need help?

If you're having trouble connecting HubSpot or setting up automations, email support@chekkit.io with your business name and a short description of the issue.