HubSpot Connector
Sync CRM records from HubSpot into your knowledge base
The HubSpot connector synchronizes CRM object records from HubSpot.
OAuth — requires scopes:
crm.objects.contacts.readcrm.objects.companies.readcrm.objects.deals.readtickets
| Field | Type | Required | Description |
|---|
| Object Type | Dropdown | Yes | Contacts / Companies / Deals / Tickets |
| Max Records | Input | No | Limit the number of synced records |
| Type | Key Properties |
|---|
| Contacts | firstname, lastname, email, phone, company, jobtitle, lifecyclestage |
| Companies | name, domain, industry, description, phone, city, state, country, numberofemployees |
| Deals | dealname, amount, dealstage, pipeline, closedate |
| Tickets | subject, content, pipeline, pipeline_stage, priority |
- Portal ID Resolution — Fetches and caches the HubSpot portal ID
- Search API — Uses HubSpot CRM Search API with
after cursor pagination
- Record Formatting — Properties rendered as labeled text (snake_case → Title Case)
Contact Name
First Name: value
Last Name: value
Email: value
Phone: value
...
| Tag | Type | Description |
|---|
| Object Type | Text | contacts/companies/deals/tickets |
| Owner | Text | HubSpot owner ID |
| Last Modified | Date | Last modification date |
| Pipeline | Text | Pipeline name (deals/tickets) |
