Introduction
The HubSpot integration enables Sana Agents to search, summarize, and answer queries about contacts, companies and deals in HubSpot. It is an MCP based integration which means that it makes API calls to fetch data in real-time instead of regularly syncing it.
Integration capabilities
The Sana HubSpot integration allows read operation to your HubSpot inside of Sana Agents.
Operation type | Supported |
Read | ✅ |
Write | ❌ |
Supported HubSpot objects:
Object | Description | Supported |
Contact | Individuals who interact with your business | ✅ |
Company | Businesses or organizations your contacts are associated with | ✅ |
Deal | Sales opportunities or revenue-generating events | ✅ |
Ticket | Customer service requests or support issues | ❌ |
Engagement | Used to track communication and activities related to other objects. Can be calls, emails, tasks, notes and/or meetings | ❌ |
Common use-cases:
Who is Johan at Acme Inc that I am meeting today?
What do we know about Acme Inc?
What is the latest update on the Acme Inc deal?
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 |
crm.objects.deals.read | View properties and other details about deals. |
crm.objects.companies.read | View properties and other details about companies. |
crm.objects.owners.read | View properties and other details about users. |
crm.objects.contacts.read | View properties and other details about contacts. |
Integration set-up
Important pre-requisite:
|
1. Find and click on “Hubspot” inside of the list of available integrations.
2. Click “Connect just for me”
3. You will be redirected to sign in with your HubSpot account
4. Log in and choose account (if you have multiple)
5. Double check that it is now listed as a connected integration on the integrations page.
6. Click “Sources” and select HubSpot.
Known limitations:
A super admin in the organization’s HubSpot must connect the integration first for it to be trusted by all users. Otherwise, it will not work.
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.
To interact with HubSpot inside of Sana Agents it is required to select it as a source in the chat. Otherwise, it won’t work.
Sana Agents does not support write operations to HubSpot, e.g., updating or creating deals.
Sana Agents’ HubSpot integration is optimized for look-ups of contacts, companies and deals, not aggregations, e.g. “What is the win/loss ratio in Q2?”.
FAQ
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: Can I push content into HubSpot from Sana?
A: No, for now we only support read operations, not write operations.
Q: Which HubSpot objects can I interact with inside of Sana?
A: We currently support contacts, companies and deals. We do not support tickets and engagements (e.g. calls, meetings, notes, tasks etc.).
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.