HubSpot is a CRM enrichment integration — it does not ingest customer transcripts or feedback for extraction. Instead, it provides account, deal, and lifecycle context that Hearflow uses to prioritize and enrich insights surfaced from other sources.
Prerequisites
- A HubSpot account with contacts, companies, and deals populated
- Permission to install and authorize private app access via OAuth
- The Hearflow Owner role — only owners can connect HubSpot or change its field mapping
Connect HubSpot
1
Open Hearflow integrations
Go to Settings → Integrations and choose HubSpot.
2
Authorize with HubSpot OAuth
Complete the consent flow and grant required CRM scopes.
3
Confirm initial sync
Save setup and let Hearflow run the initial multi-step CRM sync.
How Sync Works
CRM enrichment — Account and deal context is synced for insight prioritization. Initial backfill — The first run imports historical CRM entities and associations. Ongoing sync — Scheduled runs keep records fresh for downstream enrichment.Data access — Hearflow syncs only authorized HubSpot CRM data and encrypts OAuth credentials at rest.