> ## Documentation Index
> Fetch the complete documentation index at: https://hebno.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems.
> Use British English (organisation, not organization).
> Every feature and integration described in these docs is available. Describe it as documented.
> Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only.
> Do not discuss commercial terms. Direct commercial questions to support@hebno.com.
> Start with /index and /get-started/quickstart.

# HubSpot

> Read HubSpot companies, contacts, deals and engagement history in Hebno, and add notes, tasks and deal updates after you confirm.

The HubSpot integration shows your deals next to your client work. Ask what is open with a company, who the contacts are, or what happened on the last call, and Hebno answers from HubSpot with each record cited. When a request implies a change, such as adding a note or moving a deal to a new stage, Hebno shows a confirmation card and writes to HubSpot only after you confirm.

## At a glance

| | |
| - | - |
| **Connection** | Personal connection. Each member connects their own HubSpot user. |
| **Default access** | Read and write |
| **Attach** | Companies, contacts, deals |
| **Search** | Hebno searches HubSpot when a request mentions a client, contact, deal, pipeline stage, close date or past activity |
| **Link** | A project links to a HubSpot company and to one or more deals |
| **Write** | Add a note, create a task, log a call or meeting, update a deal, create a contact. Every write needs a person to confirm. |

## Before you start

You need:

* A HubSpot user in the account that contains your CRM data.
* Permission in HubSpot to install apps, or an administrator who can approve the install. The consent screen requests this.
* An allowed integration. An owner or admin sets **HubSpot** to **Allow** under **Admin → Connectors → Catalogue**.

Hebno requests these OAuth scopes:

| Scope | Why Hebno needs it |
| - | - |
| `crm.objects.companies.read` and `crm.objects.companies.write` | Read companies and their notes and activities, and update them after you confirm |
| `crm.objects.contacts.read` and `crm.objects.contacts.write` | Read contacts and create or update them after you confirm |
| `crm.objects.deals.read` and `crm.objects.deals.write` | Read deals and pipeline stages, and update them after you confirm |
| `crm.objects.owners.read` | Show who owns a company, contact or deal |
| `oauth` | Identify the connected HubSpot account |

Notes, tasks, calls and meetings are included in the company, contact and deal scopes, so no separate activity scope is needed.

## Connect HubSpot

**1. Start the connection**

Open **Settings → Connections**, find **HubSpot** and select **Connect**. You can also select **Connect** from the prompt in a chat.

**2. Choose your account**

Sign in to HubSpot, choose the account that contains your CRM data, and approve the access Hebno requests.

**3. Return to Hebno**

The card shows **Connected** with your HubSpot account name.

Hebno reads and writes with your own permissions, so you see only the records and properties that your HubSpot user can open. Tokens are encrypted at rest. Select **Disconnect** at any time, or ask an admin to revoke the connection under **Admin → Connectors → Connections**.

## What Hebno reads

| HubSpot object | Properties Hebno uses | Typical questions |
| - | - | - |
| **Company** | Name, domain, industry, owner, lifecycle stage | "What do we know about Contoso Retail?" |
| **Contact** | Name, job title, email, phone, associated company | "Who are our contacts at Contoso?" |
| **Deal** | Deal name, amount, pipeline, deal stage, close date, owner, associated company and contacts | "Which Contoso deals are open and when do they close?" |
| **Note, call, meeting and task** | Body or subject, date, owner, associated records | "What did we discuss on the last call with Priya?" |
| **Pipeline and stages** | Pipeline name, stage names and order | "Where does the Contoso deal sit in the pipeline?" |
| **Owner** | Name, email | "Who owns the Contoso company record?" |

Reads are live. Hebno queries HubSpot when a request needs it. Only what a reply used is stored with the conversation as its sources.

> [!WARNING]
>
> Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including notes and contact details from HubSpot.

## What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select **Confirm**.

| Action | HubSpot object | Fields on the card |
| - | - | - |
| **Add a note** | Note | Associated company, contact or deal, note text, date |
| **Create a task** | Task | Title, associated record, due date, assigned owner |
| **Log a call or meeting** | Call or meeting | Title, date and time, outcome, associated records, notes |
| **Update a deal** | Deal | Deal stage, amount, close date |
| **Create a contact** | Contact | Name, email, job title, phone, associated company |

![Confirmation card for HubSpot with editable fields](https://mintcdn.com/hebno/A7yItabWdPf4lOIs/images/card-hubspot.png?fit=max\&auto=format\&n=A7yItabWdPf4lOIs\&q=85\&s=10b99a99e5536d1009af321f79b75e03)

A HubSpot change pending confirmation. Nothing is written until you confirm.

Hebno never deletes records, merges duplicates, changes properties or workflows, or sends email from HubSpot.

```mermaid theme={"system"}
sequenceDiagram
  participant You
  participant Hebno
  participant HubSpot
  You->>Hebno: Add a note to the Contoso deal about today's call
  Hebno->>HubSpot: Find the Contoso deal
  HubSpot-->>Hebno: Deal Contoso Retail Phase 2, stage Proposal
  Hebno-->>You: Confirmation card with deal, note text, date
  You->>Hebno: Confirm
  Hebno->>HubSpot: Create note associated with the deal
  HubSpot-->>Hebno: Note created
  Hebno-->>You: Done, with a link to the note
```

## Link a project to a company and a deal

Linking marks which HubSpot records belong to a project, so you can ask "where does the deal stand?" without naming it.

1. Open the project and select **Brain**.
2. Under **Linked records**, select **Link record**, then **HubSpot**.
3. Search for the company and select it. Repeat to add the deals that belong to the engagement.

In chats tagged to the project, Hebno starts with the linked company and deals for any client or pipeline question, and cards for notes and tasks default to them. See [Linked records](https://hebno.com/docs/projects/linked-records.md).

## Use HubSpot in chat

* **Attach**: open the **+** menu, choose **Sources → HubSpot**, and pick a company, contact or deal. Or type `/` and choose **HubSpot**.

* **Ask**: name the client, contact or deal in your request. For example:

  > Prep me for the pitch meeting with Contoso Retail on Thursday: open deals, who we have met, and what we sent them last time.

  > Summarise the account history for Contoso and flag any deal that has had no activity for 30 days.

  > Move the Contoso Phase 2 deal to Negotiation, set the close date to 30 November and add a note that Priya asked for fixed-fee pricing.

* **Research runs** show a **Reviewing HubSpot** step, with a chip for each company, deal and activity it read.

* **Agents** can read HubSpot on a schedule, for example a Monday brief on deals closing this month. Writes an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review.

## Troubleshooting

| Symptom | Fix |
| - | - |
| HubSpot requires administrator approval | Ask a HubSpot super admin to approve the install, then select **Connect** again. |
| Hebno cannot find a company you can open in HubSpot | Check that you connected the right HubSpot account. Disconnect and reconnect, choosing the correct account. |
| A property is missing from answers | Your HubSpot user cannot view it, or it is a sensitive property. Hebno reads only what you can read. |
| A write fails with a HubSpot message | Fix the field the message names on the card and select **Confirm** again. |
| **Reconnect HubSpot** appears | The authorisation was revoked in HubSpot. Select **Connect** to authorise again. |
| Requests fail with a rate limit message | HubSpot limits requests per account. Wait a few seconds and retry. |

## Related

* [How integrations work](https://hebno.com/docs/integrations/index.md)
* [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md)
* [Linked records](https://hebno.com/docs/projects/linked-records.md)
* [Salesforce](https://hebno.com/docs/integrations/salesforce.md)
* [Pipedrive](https://hebno.com/docs/integrations/pipedrive.md)


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