> ## Documentation Index
> Fetch the complete documentation index at: https://docs.onyx.app/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Access CRM data from HubSpot

## How it works

The HubSpot connector pulls in data from your HubSpot CRM, including:

* **Tickets** - Support tickets with their title, content, associated emails and notes
* **Companies** - Company records with associated data and relationships
* **Deals** - Sales opportunities with pipeline information and associated contacts
* **Contacts** - Contact records with their information and associated activities

You can configure which object types to index based on your needs.
All selected data types are updated every **10** minutes.

## Setting up

### Authorization

<Steps>
  <Step title="Create Private App">
    Create a Private App Integration (see below).

    <img className="rounded-image" src="https://mintcdn.com/danswer/24Ocig51qMqahMaT/assets/admins/connectors/hubspot/HubSpotApp.png?fit=max&auto=format&n=24Ocig51qMqahMaT&q=85&s=bf5b7c1a532623e9d0c029940be7fd92" alt="Creating a Private App in HubSpot settings" width="1876" height="1730" data-path="assets/admins/connectors/hubspot/HubSpotApp.png" />
  </Step>

  <Step title="Select scopes">
    Under **Scopes** (top bar), select the appropriate scopes based on what data you want to index:

    * For **Tickets**: Select the `Tickets` scope
    * For **Companies**: Select the `Companies` scope
    * For **Deals**: Select the `Deals` scope
    * For **Contacts**: Select the `Contacts` scope

    <img className="rounded-image" src="https://mintcdn.com/danswer/24Ocig51qMqahMaT/assets/admins/connectors/hubspot/HubSpotScope.png?fit=max&auto=format&n=24Ocig51qMqahMaT&q=85&s=8db64edcc9e149cbf877ae8aafd55692" alt="Selecting HubSpot OAuth scopes for Contacts, Companies, Deals, and Tickets" width="1566" height="1638" data-path="assets/admins/connectors/hubspot/HubSpotScope.png" />
  </Step>

  <Step title="Copy Access Token">
    Copy the Access Token that is shown when the App is created.
  </Step>
</Steps>

### Indexing

<Steps>
  <Step title="Open HubSpot connector">
    Navigate to the Admin Panel and select the **HubSpot** Connector
  </Step>

  <Step title="Enter Access Token">
    In **Step 1**, provide the Access Token from above
  </Step>

  <Step title="Choose object types">
    In **Step 2**, select which object types you want to index:

    * **Companies** - Index company records and their associated data
    * **Deals** - Index sales opportunities and pipeline information
    * **Contacts** - Index contact records and their activities
    * **Tickets** - Index support tickets and related communications
  </Step>

  <Step title="Start indexing">
    Click `Connect` to begin indexing your selected HubSpot data types
  </Step>
</Steps>

<Note>
  Make sure your HubSpot Access Token has the appropriate scopes enabled for the object types you want to index.
  The connector will only be able to access data for which you've granted the necessary permissions.
</Note>
