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Contacts, companies and deals. Who asked, what they asked about, and whether it ever closed.

Connecting

In the dashboard, open Connectors, find HubSpot and press Connect. The key you enter is checked against HubSpot before anything is saved, so a key that is refused never becomes a connection that fails later.

What you will need

Getting the credential

  1. Log in to HubSpot
  2. Go to Settings → Integrations → Private Apps
  3. Click Create a private app
  4. Configure app name and description
  5. Select required scopes:
    • crm.objects.contacts.read/write - Contact management
    • crm.objects.companies.read/write - Company management
    • crm.objects.deals.read/write - Deal management
    • transactional-email - Send emails
  6. Install the app and copy the access token

What an agent can do with it

Useful resources