Connectors

The Connectors module links your chatbot to external business systems so the assistant can search CRM records, read CMS content, and sync customer data. Connectors are not messaging channels—Meta, Telegram, and the website widget stay under Automation > Integrations.

Where to configure connectors

1. Purchase the Connectors module from the user menu → Modules.
2. Open Automation in the sidebar for your chatbot.
3. Select the Connectors tab (?tab=connectors).

The tab appears only when the Connectors module is entitled on your subscription.

Available connectors

Your plan and admin catalog determine which connectors appear. The product ships support for:

Connector	Connect method	What the AI can do
HubSpot	OAuth	Search, read, and create contacts, companies, deals, tickets, and notes; search custom objects
Zoho CRM	OAuth	Search, read, and create contacts
Salesforce	OAuth	Search, read, and create contacts
Shopify	OAuth + shop domain	Search customers, read customer details, view orders
WordPress	Site URL + application password	List, search, and read blog posts

Each catalog card shows one of three states:

• Connected — active connection for this chatbot
• Available — entitled but not yet connected; click Connect
• Locked — not on your plan; Upgrade to unlock

Entitlements are per connector key (connectorEntitlements on your subscription), not only the module add-on as a whole.

Connecting

Click Connect on an available card:

• OAuth connectors (HubSpot, Zoho, Salesforce, Shopify) redirect you to authorize, then return to Automation > Connectors.
• Shopify also asks for your shop domain (for example mystore or mystore.myshopify.com).
• WordPress opens a dialog for:
  • Site URL — your public homepage (for example https://example.com). Do not paste /wp-login.php or /wp-admin.
  • Username — a WordPress user with REST API access.
  • Application password — generated in WordPress under Users → Profile → Application Passwords.

After a successful connect, the card shows Connected with account details. Open Manage to configure data types, sync, and field mappings. Disconnect requires confirmation and stops future sync while preserving existing customer links.

Manage connection

The Manage sheet for a connected integration includes:

• Data type toggles — each type is labeled by usage:
  • AI tools — live API calls during chat (always on for supported types)
  • Customer sync — bi-directional contact/customer sync with Customers
  • AI knowledge — optional indexing into the vector store (WordPress posts and pages)
• Refresh connection — pull latest data from the provider and re-run enabled sync/index jobs
• Synced records — preview CRM records linked to Chatloop customers
• Field mappings (HubSpot) — map external CRM properties to Chatloop customer fields
• Sync conflict review — when HubSpot sync conflicts arise, resolve them from Customers merge review or the connector sheet badge count
• Indexed documents (WordPress) — connector-sourced documents appear under Knowledge with source connector

A Recent sync activity panel on the Connectors page lists the latest sync log entries across connections.

What connectors do in chat

When a connector is connected, the AI receives tools for that provider—for example wordpress_list_posts, hubspot_search_contacts, or shopify_get_orders. Customers can ask natural questions such as:

• "How many blog posts do we have?"
• "What's our latest article about AI?"
• "Find the contact for [email protected] in HubSpot."
• "Show orders for this Shopify customer."

The assistant calls the live API; answers do not depend on manual uploads in Knowledge → Documents unless you also enable AI knowledge indexing.

Customer sync

CRM connectors (HubSpot, Zoho, Salesforce, Shopify) can sync contacts or customers with Customers in Chatloop:

• Pull — runs on connect and when you Refresh connection
• Push — Chatloop can push customer updates back to the CRM based on connection settings

HubSpot supports optional sync for companies, deals, tickets, notes, and custom objects in addition to contacts. HubSpot can also add a note to a contact when a conversation closes.

WordPress does not sync customers; it focuses on live post tools and optional knowledge indexing.

Knowledge indexing (WordPress)

Only WordPress supports optional AI knowledge indexing:

• Posts — enabled by default; mirrors published posts into agent documents for RAG search
• Pages — optional; off by default

Indexing runs automatically on connect, on refresh, and when you toggle knowledge data types. You can also trigger it via the Developer API. Live WordPress tools remain available separately for "latest post" or search queries.

Manual Knowledge → Documents uploads are still supported for files you add yourself.

Flows integration

In the flow editor you can:

• Add Connector action steps to call a connector operation as part of a flow (HubSpot includes the widest action catalog).
• Use Connector event triggers when inbound webhooks fire—for example HubSpot deal stage changes, Shopify orders, or WordPress post events.

See Flows for lifecycle and permissions.

Developer API

Owners can manage connectors programmatically with scoped API keys. See Developer API.

Permissions

Connecting and disconnecting requires settings-level access on the chatbot (owner or team admin). Read-only team members can view connections via API but typically do not see the Automation sidebar item. Editors may manage connectors via API if they have agent access, even when the Automation nav is hidden.