HubSpot

Connect HubSpot to sync contacts, deals, and companies into Cortex for revenue-aware AI insights.

Overview

How to connect

1. Navigate to Settings → Integrations → Connectors
2. Click Connect on the HubSpot integration
3. Sign in to your HubSpot account and authorize the requested permissions
4. Once authorized, CRM data becomes available to Cendriix agents

Admin setup (self-hosted)

If you’re running Cendriix on your own infrastructure, an admin needs to:

1. Create a HubSpot app at developers.hubspot.com 
2. Under Auth, set the redirect URL to: https://api.<your-domain>/v1/connectors/hubspot/oauth/callback
3. Add the required scopes under Auth → Scopes
4. Store the credentials in AWS Secrets Manager at cendriix/prod/connectors/hubspot:

   { "client_id": "...", "client_secret": "..." }

Capabilities

Once connected, Cendriix agents can:

• Read contacts, deals, companies, and their properties
• Ingest CRM data into Cortex for contextual understanding
• Reference customer data when planning workflows or generating reports

Security notes

• HubSpot tokens are refreshable via the standard OAuth 2.0 refresh flow
• Tokens can be revoked by deleting the refresh token via the HubSpot API
• Only read scopes are requested — Cendriix does not modify your CRM data
• Disconnect at any time from Settings → Integrations → Connectors

Further reading

• HubSpot OAuth 2.0 
• HubSpot OAuth Scopes