HubSpot-specific options live on each channel’s settings page, not in a single global panel. The reason is that different channels support different features — WhatsApp has contact sync, Instagram and Messenger have comment syncing, and social channels have identifier matching — so each toggle appears where it’s relevant.

To find any HubSpot toggle:

Each section described below lists exactly where it appears and which channels it applies to.

Where: Every channel’s settings page, in the Associate HubSpot Conversation section. Applies to: All channel types.

When enabled, every conversation on this channel is automatically linked to the messaging contact’s associated companies and deals in HubSpot. Company owners and deal owners see messaging activity in their CRM timelines without any extra clicks.

Extra permissions: Yes — this toggle needs HubSpot permissions that aren’t granted at initial connection. The first time you enable it, the panel shows an Additional Permissions Required warning with a Reconnect HubSpot button. Clicking the button opens HubSpot’s authorization page so you can approve the extra scopes (access to companies and deals). When the reconnect succeeds, the section shows Association Syncing Enabled and the feature is active.

For full details, see Associating Conversations with CRM Records.

Where: Instagram, Messenger, and Telegram channel settings pages, in the Create HubSpot Contact for Channel Users section. Applies to: Instagram, Messenger, and Telegram.

When enabled, a new HubSpot contact is created automatically the first time someone messages you on this channel, so the conversation has a contact record to attach to. When disabled, messages still open conversations, but no new contacts are created — unmatched senders appear as anonymous channel users.

Extra permissions: None beyond what’s required to connect the channel.

The two radio options in the setting are:

For full details, see Automatic Contact Creation.

Where: Instagram, Messenger, and Telegram channel settings pages, in the Advanced contact matching & identification section. Applies to: Instagram, Messenger, and Telegram.

When enabled, Octopods matches incoming messages to existing HubSpot contacts by looking up the sender’s channel identifier in a HubSpot property of your choice. This lets you link messages to contacts even when the contact’s email or phone isn’t on the messaging platform.

Configure two dropdowns:

Click Update HubSpot Contact Creation to save. Messenger only supports User ID because Messenger doesn’t expose a stable username.

Extra permissions: None.

Where: Every channel’s settings page, in the Open Closed Conversation Thread section. Applies to: All channel types.

When enabled, incoming messages on a closed HubSpot conversation thread automatically reopen that thread instead of creating a new one. Agents see the full history in one place and don’t have to hunt across threads.

Click Update HubSpot Open Conversation to save the toggle.

Extra permissions: None.

For full details, see Reopening Closed Conversations.

Where: Instagram channel settings (section titled Instagram Comments) and Messenger channel settings (section titled Facebook Comments). Applies to: Instagram and Facebook Messenger only.

When enabled, Octopods’s AI classifies every new comment on your Instagram posts or your connected Facebook page’s content. Comments matching the categories you selected open conversations in your HubSpot inbox. Everything else is ignored so your inbox stays focused.

Choose from nine built-in categories across two groups — Important Comments (Questions, Complaints, Purchase Intent, Bug Reports, Feature Requests) and Optional Categories (Praise, Emoji-only, Mentions, Giveaways). You can also create up to five custom categories per channel.

Click Update Comment Settings to save.

Extra permissions: Yes — comment syncing requires additional Facebook or Instagram permissions that aren’t granted during initial channel connection. If the panel shows a New Feature: Comment Management Now Available! banner with a Reconnect Instagram or Reconnect Facebook link, click it and complete the reauthorization.

For full details, see Syncing Instagram and Messenger Comments.

Where: Triggered by the WhatsApp Business Platform onboarding flow, not an Octopods toggle. Applies to: WhatsApp Business Platform channels only.

During WhatsApp Business onboarding, WhatsApp asks whether you want to share your existing Business contacts. If you agree, Octopods mirrors those contacts into HubSpot — matching each phone number to an existing HubSpot contact or creating one if no match is found. WhatsApp also pushes ongoing contact updates to Octopods in the background as your Business account changes.

There is no enable/disable control in the Octopods UI for this behavior; consent is given once during WhatsApp onboarding.

Extra permissions: Octopods needs write access to HubSpot contacts. If that permission is missing, reauthorize the HubSpot integration.

For full details, see WhatsApp Contact Sync.

All of the toggles above are restricted to workspace admins. Standard members can view current settings but can’t enable or disable any of them. If you need a toggle changed and you’re not an admin, ask a workspace admin or your HubSpot admin to make the change.