HubSpot Connector

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HubSpot is a CRM platform with tools for customer service, operations, marketing, and sales. The HubSpot Connector ingests Tickets, Contacts, Companies, and Deals into Search AI for use in answering user queries.

Specification	Details
Repository type	Cloud
Supported content	Tickets, Contacts, Companies, Deals
RACL support	Yes
Content filtering	Yes
Auto permission resolution	Yes

Prerequisites

Authentication uses a HubSpot Private App access token. Refer to the HubSpot documentation to create a private app and generate an access token.

The following scopes are required when creating the app:

• crm.objects.users.read
• tickets
• crm.objects.owners.read
• settings.users.teams.read
• crm.objects.companies.read
• crm.objects.deals.read
• crm.objects.contacts.read

Configure the HubSpot Connector

1. Navigate to Content > Connectors in Search AI and select HubSpot.
2. On the Authentication tab, enter the following details:

Field	Description
Name	Unique name for the connector
Authentication	Private App
API Key	Access Token from your HubSpot Private App

3. Click Connect.

Content Ingestion

After connecting, go to the Manage Content page and select one or more content types under Object Type to ingest.

At each sync, content from the past 90 days is ingested.

For each content type, the content field stores the main content, the type field identifies the content type, and other properties are stored in dedicated index fields or as metadata.

Tickets

• Content, Priority, Creation Date, Owner Name, Last Activity Date, Associated Companies, Associated Contacts

Deals

• Amount, Creation Date, Deal Stage, Owner Name, Last Activity Date, Associated Companies, Associated Contacts

Contacts

• Email, Phone Number, Company Name, Total Revenue, Recent Deal Amount, Creation Date, Last Activity Date, Owner Name, Associated Companies

Companies

• Description, Domain Name, Industry, City, Employee Count, Annual Revenue, Owner Name, Associated Contacts

Content Filtering

To ingest a filtered subset of content:

1. Go to Manage Content and select the content types under Object Type.
2. Select Ingest Filtered Content and click Edit Configuration.

3. Under Advanced Filters, create filter rules based on content type properties. Use the Parameter list to select a default property, then specify an operator and value.
4. Combine conditions using AND or OR operators.
5. Click Save.

• Filters configured for a content type not selected under Object Type are ignored.
• Each content type includes default parameters in the Parameter drop-down. Choose appropriate operators and values for accurate filtering.
• To filter by a parameter not in the drop-down, select Add and enter the exact parameter name as it appears in your HubSpot account.

RACL Support

For each ingested content item, Search AI populates the sys_racl field with the email address of the content owner, granting that user direct access. Search AI automatically creates permission entities for the owner’s teams and associates team members with those entities. No manual configuration is required.