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Connect your HubSpot account so your Agents can access contacts, deals, companies, and marketing content.
Once connected, your Agents can search contacts, deals, companies, tickets, and content from HubSpot through Knowledge Grounding. You control which Connectors are active for each conversation: toggle HubSpot on or off from the Knowledge Grounding filter in the chat input bar.

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Setting up

1

Navigate to your Connections page

Go to Settings, then open the Connections tab. Find HubSpot in the list of available connectors.
2

Authenticate with HubSpot

You will be redirected to HubSpot’s OAuth flow. Sign in and authorize access to your HubSpot account.
3

Complete the connection

Save your settings. Your Agents will begin indexing your HubSpot data.

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What your Agents can access

Once connected, your Agents have access to contacts, deals, companies, tickets, and content from HubSpot. This content becomes searchable through Knowledge Grounding and is referenced when relevant to your requests. Your HubSpot data works alongside your other connected tools and Vault documents to give your Agents a comprehensive view of your organization’s information.
Having trouble setting up this Connector? Contact us at support@trusapien.com.

Knowledge Grounding

How your Agents search your connected data

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