Introduction
The HubSpot integration enables Sana Agents to read and write to your contacts, companies, deals and activities in HubSpot in real-time.
Integration capabilities
Operation type | Supported |
Read | ✅ |
Write | ✅ |
Supported HubSpot objects
Object | Description | Supported |
Contact | People who interact with your business | ✅ |
Company | Organizations linked to your contacts | ✅ |
Deal | Sales opportunities | ✅ |
Ticket | Customer support requests | ❌ |
Engagement | Tracks calls, emails, tasks, notes and meetings | ✅ |
Custom | Custom objects for custom-specific needs | ✅ |
Common use-cases
Search your HubSpot data, e.g. “Find companies in the software industry”
Create a new contact, company or deal, e.g. “Create a new contact for John Doe at Acme”
Update deal information after a sales call, e.g. “Change the number of seats for Acme Co from 100 to 500”
Type of integration
Private: Set up per user and mirroring the underlying individual access rights
Availability
Integration type | Free tier | Team tier | Enterprise tier |
Private | ❌ | ❌ | ✅ |
Shared | ❌ | ❌ | ❌ |
Centralized | ❌ | ❌ | ❌ |
Scope and permissions
Scope | Purpose | Type |
Oauth | Enable authentication and authorization | Required |
Crm.objects.contacts.read | Read contact records | Required |
Crm.objects.contacts.write | Create, update and delete contacts | Required |
Crm.objects.companies.read | Read company records | Required |
Crm.objects.companies.write | Create, update and delete companies | Required |
Crm.objects.deals.read | Read deal records | Required |
Crm.objects.deals.write | Create, update and delete deal records | Required |
Crm.objects.owners.read | Read owner and user information for records | Required |
Crm.objects.custom.read* | Read custom objects | Optional |
Crm.objects.custom.write* | Create, update and delete custom objects | Optional |
Sales-email-read | Read engagements and emails | Optional |
App Marketplace Access | Let the user install apps from third-parties | Required |
* Reading and writing to custom objects in HubSpot is only available in HubSpot’s enterprise plan. Hence, it is marked as optional and will only work for HubSpot users who enable the optional scope during set-up and is a HubSpot enterprise customer.
Known limitations
Sana Agents HubSpot integration requires that each user has access to the required permissions inside of HubSpot, otherwise an error will occur and there are currently no further troubleshooting instructions inside of Sana Agents.
If a user does not have all required account permissions, an error will occur and it is required to give the user the required permissions inside of HubSpot.
Reading and writing to custom objects is an optional scope and is only available for users on HubSpot’s Enterprise plan. If you turn these on during set-up without being on HubSpot’s Enterprise plan you will run into configuration issues.
Sana Agents’ HubSpot integration is optimized for look-ups of individual and/or small sets of records, not aggregations, e.g. “What do you know about Acme Co” instead of “What is the win/loss ratio in Q2?”. This means that it will also struggle to find ALL records if you are asking e.g "find all my leads".
Integration set-up
Pre-requisite:
To be able to successfully set-up the HubSpot integration, each user needs to have all the required permissions enabled inside of HubSpot. Your organization's HubSpot admin needs to ensure you have all the required scopes listed in the scope and Permissions section above. Read more about permissions in HubSpot and how to configure them here.
1. Find HubSpot on the integration page and click “Connect just for me”.
2. Click “Open window” to log in to HubSpot and connect your account.
3. You will be redirected to HubSpot to choose which account you want to connect to. Some users may experience issues when completing this step, please try again if that occurs.
4. After the previous step, you get redirected back to Sana. Click the button “Finish setup”
5. Select the tools you want to be able to use to have granular control of what you want to be able to do with the HubSpot integration and then click “Continue”. Tip: there are enable and disable all buttons.
6. You are now ready to use HubSpot in Sana.
FAQ
Q: Why does it say that my admin needs to approve the integration?
To be able to successfully set-up the HubSpot integration in Sana, each user also needs to have all the required permissions inside of HubSpot. Your organization's HubSpot admin needs to ensure you have all the required scopes listed in the scope and permissions section above. Read more about permissions in HubSpot here.
Q: Can I push content into HubSpot from Sana?
A: Yes.
Q: How often is HubSpot synced?
A: This integration is an API based integration which means that it makes API calls to fetch your data in real-time as you make a request. This means that your data does not need to be synced at all and it will always be up-to-date.
Q: Which HubSpot objects can I interact with inside of Sana?
A: We currently support reading and writing to contacts, companies, deals and engagements (calls, meetings, notes and tasks). Additionally, if you are a HubSpot enterprise customer you can read and write to custom objects if you enable that optional scope, see integration set-up chapter.
Data handling & privacy
Sana AI is fully committed to data security and privacy. All data accessed by Sana AI is encrypted both in transit and at rest. Sana does not train any underlying language models on your data, ensuring the privacy of your information. Sana AI is ISO 27001 certified; and SOC 2 and GDPR compliant, and adheres to the highest standards of data security.