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

# HubSpot Integration Guide

> Connect HubSpot to enrich Hearflow insights with account and CRM context for prioritization.

Sync CRM context so product feedback is tied to accounts, lifecycle stage, and revenue.

<Note>
  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.
</Note>

## 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

<Steps>
  <Step title="Open Hearflow integrations">
    Go to [Settings → Integrations](/settings) and choose HubSpot.
  </Step>

  <Step title="Authorize with HubSpot OAuth">
    Complete the consent flow and grant required CRM scopes.
  </Step>

  <Step title="Confirm initial sync">
    Save setup and let Hearflow run the initial multi-step CRM sync.
  </Step>
</Steps>

## 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.

<Note>
  **Data access** — Hearflow syncs only authorized HubSpot CRM data and encrypts OAuth credentials at rest.
</Note>