HubSpot

The agents you choose can answer questions like "what's the latest on the Acme deal?" from your HubSpot CRM. They can only read: they can't create, change or delete anything.

What you'll need

• A HubSpot user who can see the records the agents should see. Agents see exactly what this user can see.
• Admin rights in this workspace.
• HubSpot set up by your Bopsy administrator in Nango, the service that keeps the sign-in.

Connect

1. Go to Settings → Integrations and click Connect HubSpot. A HubSpot sign-in window opens.
2. Sign in to HubSpot and pick your account.
3. HubSpot lists what the app may access. Tick these three, under Optional, and nothing else:
   • View properties and other details about contacts.
   • View properties and other details about companies.
   • View properties and other details about deals.
4. Click Connect app. If HubSpot warns that you're connecting an unverified app, type I accept the risk and click Connect. See Troubleshooting below.
5. You're returned to Integrations, with your HubSpot account shown on the HubSpot card.

Choose agents

Tick the agents that should use HubSpot. Each takes a few seconds to set up and shows Ready when done. Untick an agent to remove its access straight away.

Ask an agent

Ask in chat, for example: "Find the contact for jane@acme.com" or "Which deals are open with Acme?"

Recent activity

The card lists the latest lookups, refusals and changes. It records which tool was used, never what was searched for or found.

Troubleshooting

"You're connecting an unverified app" HubSpot shows this for apps it hasn't reviewed yet. Type I accept the risk to continue. The app only receives the access you ticked, and agents can only read.

"HubSpot needs reconnecting by an admin" The saved sign-in was revoked or has expired. Click Reconnect on the HubSpot card.

"HubSpot did not grant: …" Reconnect and tick read access to contacts, companies and deals.

The options on HubSpot's screen are locked ("This permission is disabled for this app by an admin"). Your HubSpot portal only lets the app use permissions an admin has approved. A HubSpot admin goes to Settings → Integrations → Connected apps → Approved apps, opens the app, and on Data Permissions switches on these three. Use the individual toggles, not All or View only:

• View properties and other details about contacts
• View properties and other details about companies
• View properties and other details about deals

Then connect again.

"HubSpot also granted write access" More than read access was ticked during sign-in. Agents still only use read-only tools, so nothing is written. To tidy it up, reconnect and tick only the three read options.

An agent says it can't change a record. That's by design: HubSpot access is read-only.

Something is missing from an answer. The agent sees what the connecting HubSpot user can see. Check that user's HubSpot permissions, or reconnect as a user with wider access.

Disconnect

Disconnect (the plug button) removes HubSpot from every agent and deletes the saved sign-in. After you connect again, tick the agents again.