HubSpot

HubSpot is a workspace connection to your company's CRM. Workspace owners and admins connect it with a HubSpot private app token. There is no separate app to install.

What CORA can read

The HubSpot connection is for approved writes. CORA does not read your CRM records through it.

What CORA can do

• Create HubSpot contact creates a contact with an email address and optional name, company, job title, and phone.
• Create HubSpot deal creates a deal, optionally with a pipeline, stage, amount, close date, and linked contact.
• Log HubSpot note attaches a note to a contact, deal, or company.

Each of these actions starts at Ask the first time in Settings -> Agent permissions, so CORA asks a person to approve before she uses it. Owners and admins can make an action stricter with Always ask. A workspace cannot set an action looser than its default.

Connect

1. In HubSpot, create a private app with these permissions: crm.objects.contacts.write, crm.objects.deals.write, and crm.objects.notes.write. Copy its access token.
2. In CORA, open Settings -> Connections and select HubSpot.
3. Paste the token into API token and choose Save token.

CORA checks the token with HubSpot before saving it, and stores it encrypted. Once connected, the page shows the connected account and portal details.

To replace the token, save a new one. There is no separate rotate step.

Disconnect

Owners and admins choose Disconnect on the connector page and confirm. Agents stop calling HubSpot.