Fin AI Agent integrates directly with your existing HubSpot support platform, resolving customer questions without requiring platform migration. Simply import your knowledge base and connect Fin to your HubSpot email tickets and Messenger channels. When Fin can't resolve an issue, it automatically transfers to your human team in HubSpot.
Key benefits
Keep HubSpot as your system of record: Continue managing tickets, contacts, and reporting in HubSpot while Fin handles customer questions.
Resolve more questions automatically: Fin can resolve a large percentage of support volume before a teammate needs to step in.
Fast time to value: Connect Fin to HubSpot, sync your knowledge base, and start testing responses quickly.
Seamless handoff to teammates: When Fin cannot resolve a question, it transfers the conversation or ticket to your team in HubSpot.
Available across multiple channels: Deploy Fin on HubSpot email tickets and live chat via the Fin Messenger.
How Fin works with HubSpot
At a high level, using Fin with HubSpot follows four stages:
Train: Import your support content and configure how Fin should communicate and when it should escalate.
Test: Ask real customer questions and review Fin's responses before going live.
Deploy: Enable Fin on the HubSpot channels you choose.
Analyze: Review performance and improve responses over time using reporting tools.
For detailed setup instructions, see Fin for HubSpot tickets: Setup or Fin Messenger HubSpot setup.
Where you can use Fin for HubSpot
HubSpot email tickets
Fin responds to incoming email tickets and contact form submissions assigned to it in HubSpot. Replies sync back to the ticket thread in real time, and Fin hands off to your agent queue when needed.
For step-by-step instructions, see Fin for HubSpot tickets: Setup.
Fin Messenger with HubSpot agent handoff
Customers chat with Fin via the Intercom Messenger on your website. When Fin cannot help, the conversation is handed to a teammate via the HubSpot agent queue with full conversation history intact.
For step-by-step instructions, see Fin Messenger: HubSpot setup.
Fin Messenger with HubSpot ticket creation
A HubSpot ticket can be created directly from a Messenger conversation as a handoff mechanism. On escalation, a new ticket is created with the full conversation transcript and the customer receives follow-up via email.
Pricing
Fin pricing is designed to scale with your usage:
Base fee with included resolutions: $49/month including 50 AI resolutions.
Pay as you grow: $0.99 per additional resolution.
Unlimited teammates: No seat-based pricing.
Usage controls: Set limits to manage monthly spend.
Note: Minimum resolution commitments apply.
Get started
To start using Fin with HubSpot:
Talk to Sales to get started with Fin.
Import your knowledge base content.
Configure your HubSpot integration.
Test responses and go live.
Choose your setup guide based on which channel you want to use:
Fin for HubSpot tickets: Setup - Connect Fin to your HubSpot email tickets and contact form submissions.
Fin Messenger HubSpot setup - Add the Fin Messenger to your website with HubSpot handoff.
Pro tip: You can run both channels together. Set up HubSpot tickets first, the OAuth connection is shared, so Messenger setup is faster once tickets are connected.
FAQs
Does Fin replace HubSpot?
Does Fin replace HubSpot?
No, Fin works alongside HubSpot, not instead of it. Your team continues managing tickets and conversations in HubSpot. Fin handles the questions it can resolve automatically; everything else goes to your human team as normal.
Do I need both HubSpot tickets and Fin Messenger configured?
Do I need both HubSpot tickets and Fin Messenger configured?
No, the two channels are independent. You can connect HubSpot email tickets only, Fin Messenger only, or both depending on your support setup.
How does Fin know what to say?
How does Fin know what to say?
Fin generates responses based on the knowledge sources you configure — your help articles, content snippets, synced web content, and any other sources you connect. The more relevant content you provide, the better Fin performs.
What counts as a resolution for billing purposes?
What counts as a resolution for billing purposes?
An AI resolution is counted when Fin resolves a customer question without a human teammate needing to step in. Your plan includes 50 resolutions per month, with additional outcomes billed at $0.99 each.
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