CRM

HubSpot Integration

Look up CRM contacts, deals, and companies; create contacts and move deal stages (with approval).

Capabilities

This integration enables workers to:

  • Find contacts by email or query
  • List recent deals (name, amount, stage)
  • Get a company's details
  • Create a contact (approval-gated)
  • Move a deal stage (approval-gated)

Setup

Follow these steps to connect HubSpot:

  1. Navigate to Integrations and click 'Add Connection'
  2. Select HubSpot and authorize via OAuth
  3. Grant CRM read/write scopes
  4. Assign your sales worker to use it

Official links

Security

  • Uses HubSpot OAuth 2.0 with automatic token refresh
  • Tokens encrypted at rest (AES-256-GCM)
  • Contact creation and deal-stage changes require human approval

Credential Storage

All integration credentials are encrypted at rest using AES-256-GCM encryption. OAuth tokens are automatically refreshed when needed.

Supported Roles

The following roles can use this integration by default:

Related Documentation