HubSpot integration

Spot at-risk customers in your HubSpot data

A longer gap since the last won deal, shrinking deal sizes, a note that mentions a competitor. The signs are often already sitting in HubSpot. Connect it and ChAi shows you who's slipping and why.

No credit card required · 14-day free trial · Cancel anytime

The whole picture

CRM data alone isn't enough

HubSpot tells you what's been sold, not how the customer feels about it. ChAi combines what's happening in HubSpot with support tickets, billing activity, and any usage data you upload, so you see the risk before the renewal conversation.

How it works

From connected to in control, in three steps

01

Connect

Sign in with HubSpot. It's read-only, with no CSV exports and no fields to map.

02

Learn

Your won deals become one signal among several, weighted the way your business actually works.

03

Act

See your customers riskiest first, with the reasons and the next step for each.

Signals

What ChAi looks for in your HubSpot data

Longer gaps than usual since the last won deal

Won deals getting smaller

Warning signs in notes, calls, meetings and emails, like a competitor mentioned or talk of cancelling. Each is shown with its quote, date and source, so you can check it and dismiss anything that's wrong.

FAQ

Questions HubSpot users ask us

Do I need to clean up my HubSpot data first?

No. Messy or inconsistent data is fine. Where there isn't enough to judge a customer yet, ChAi says so instead of guessing.

How accurate are the warning signs?

They're an early feature and still being validated. They're shown as evidence you can check, can only nudge a score down a little, fade over time, and disappear when you click "Not right".

Does ChAi replace my customer success team?

No. It tells your team who needs attention and why. It never contacts customers for you.

Is my data secure?

Yes. You connect through HubSpot's official sign-in, syncs run on our servers, and your HubSpot password never touches ChAi. Connection keys are encrypted with AES-256.

Why does HubSpot show a warning when I connect?

ChAi's HubSpot app is waiting for HubSpot's approval. Until then, HubSpot shows a notice that the app isn't verified yet. You can continue safely — the connection uses HubSpot's official sign-in, it's read-only, and your password never reaches ChAi.

How long does setup take?

A few minutes to connect. Your first sync starts straight away.

Stop finding out about churn from a cancellation email.

Sign up free