Databases & CRM
Set up HubSpot (CRM)
Connect a HubSpot CRM portal. It reads your companies, contacts, deals and tickets and how they relate, and turns each into a record the assistant reasons over alongside your documents — “what's the status of this account”, “which deals are open for them”, “what did we last discuss” — with the notes, emails, calls and meetings logged against each brought in as dated activity. Read-only: nothing is ever written back to HubSpot.
- In HubSpot open Settings → Integrations → Private apps → Create a private app: name it, and on the Scopes tab tick the READ scopes for CRM objects (companies, contacts, deals, tickets) and files.
- Create it and copy the access token — it starts with pat- and doesn't expire on its own.
- Documents → HubSpot: paste the token. Under Advanced, choose whether logged activity (notes, emails, calls, meetings and attached files) comes in — it does by default.
- Choose access groups, Test, then Sync.
Read-only by construction — only your CRM is read, never changed. Each company, contact, deal and ticket becomes one record with its linked contacts and companies and its figures (open pipeline, deal amounts) summarised, refreshed on every sync. Custom objects are discovered and synced too, and files attached to activity become documents of their own. HubSpot also knows your team — you can import their accounts from this source (see “Import your team”).
Last updated 29 Aug 2026