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HubSpot

CRM for growing businesses — contacts, companies, deals, tickets, pipelines

📡 Connection Status
Not configured
🔧 Connection Settings
📋 Saved Connections
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  1. Log into HubSpot → Settings → Integrations → Private Apps
  2. Click "Create a Private App"
  3. Name it "SARAH Voice Integration"
  4. Select Scopes:
    • crm.objects.contacts (read/write)
    • crm.objects.companies (read/write)
    • crm.objects.deals (read/write)
    • crm.objects.owners (read)
    • crm.schemas.contacts (read)
  5. Click "Create app" → Review permissions → "Create app" again
  6. Copy the Access Token (starts with pat-)
  7. Your Portal ID is in Settings → Account Defaults → Account Info (or in the URL: app.hubspot.com/contacts/{portal_id})
  8. Test connection to verify everything works