Connecting HubSpot

Connect HubSpot

• OAuth
• Personal

Ask in chat

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Connect my HubSpot account.

or

Use Connectors

Find HubSpot on the Connectors page.

Open Connectors →

Open the private authorization control and approve the correct HubSpot account. Your access and the approved scopes control which records ufo can use.

What ufo can do

• Read and search contacts, companies, deals, and activities.
• Prepare account briefs and pipeline reports.
• Update supported records when requested.

State the pipeline, owner, stage, date range, and allowed changes.

Prepare a brief for tomorrow’s customer meetings. Use HubSpot, Calendar, and recent Gmail threads. Do not change CRM records.

Fix HubSpot access

Confirm that the connected account can see the target pipeline and records. Reconnect if the grant expired. Name the exact account or pipeline when several have similar names.

See Prepare a meeting brief.