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The HubSpot Chat integration loads the HubSpot conversations widget on your transfer pages using your Portal ID.

The connection is active when <code>workspace.hubspot_portal_id</code> is set. HubSpot Chat is mutually exclusive with Intercom and Crisp.

Where to find your Portal ID: In HubSpot, the Portal ID is the number in your account URL (<code>app.hubspot.com/contacts/XXXXXXXX</code>) or under Account Settings → Account Setup → Account ID.

Add HubSpot live chat to your Tarkle Send transfer pages. Enter your Portal ID to load the HubSpot chat widget for recipients.

HubSpot Chat integration

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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