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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.

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Setting up

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Authorization

  1. Create a Private App Integration (see below).

  1. 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

  1. Copy the Access Token that is shown when the App is created.

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Indexing

  1. Navigate to the Admin Dashboard and select the HubSpot Connector
  2. In Step 1, provide the Access Token from above
  3. 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
  4. Click Connect to begin indexing your selected HubSpot data types

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.