> ## Documentation Index
> Fetch the complete documentation index at: https://closedloop.sh/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Sync HubSpot accounts, deals, and lifecycle stages so every insight knows whose deal is at stake, what tier they're on, and which segment they belong to.

Connect HubSpot to ClosedLoop AI and every product insight gets revenue context. HubSpot data enriches your intelligence with deal values, account tiers, and customer profiles, so you know the business impact behind every feature request, bug report, and churn risk.

## What Gets Synced

| Data            | Description                                                  |
| --------------- | ------------------------------------------------------------ |
| Contacts        | Names, emails, phone numbers, company associations           |
| Company records | Domain, industry, company size, annual revenue               |
| Deals           | Pipeline stage, deal amount, close date, associated contacts |
| Owners          | Sales rep assignments and team information                   |

<Note>HubSpot is a **metadata-only** integration. CRM data enriches your existing insights by adding customer context (account tier, deal stage, ICP fit) but does not consume AI analysis credits.</Note>

## Connection Method

HubSpot uses **OAuth 2.0** authentication. You authorize ClosedLoop AI to read CRM data from your HubSpot account.

## Setup Guide

<AccordionGroup>
  <Accordion icon="plug" title="Step 1: Connect your HubSpot account">
    1. In ClosedLoop AI, navigate to **Integrations** in your dashboard
    2. Find **HubSpot** in the integrations list and click **Connect**
    3. You'll be redirected to HubSpot's authorization page
    4. Sign in with your HubSpot account
    5. Review the permissions and click **Allow**
    6. You'll be redirected back to ClosedLoop AI. The integration is now active
  </Accordion>

  <Accordion icon="refresh" title="Step 2: Initial sync">
    After connecting, ClosedLoop AI will perform an initial sync of your CRM data:

    * Contacts, company records, deals, and owners are imported
    * Data is stored locally for fast enrichment queries
    * Subsequent syncs only fetch records that have changed

    <Tip>The initial sync may take a few minutes depending on the size of your CRM. Incremental syncs after that are much faster.</Tip>
  </Accordion>
</AccordionGroup>

## OAuth Scopes

ClosedLoop AI requests the following HubSpot scopes:

| Scope                        | Purpose                    |
| ---------------------------- | -------------------------- |
| `crm.objects.contacts.read`  | Read contact records       |
| `crm.objects.companies.read` | Read company records       |
| `crm.objects.deals.read`     | Read deal records          |
| `crm.objects.owners.read`    | Read owner/rep assignments |

## How Enrichment Works

HubSpot data enriches your product insights automatically. It never blocks or delays processing:

1. **Data arrives** from Gong, Slack, Typeform, or other sources
2. **AI analysis runs** independently of CRM data
3. **On query**, CRM data is joined to add revenue context:
   * Account tier (free, SMB, mid-market, enterprise)
   * ICP fit score
   * Speaker seniority and role
   * Deal stage and pipeline status
4. **Business impact is scored** using both intelligence quality and CRM context

This means a prospect that upgrades to enterprise automatically scores higher on the next query, with zero backfill needed.

## Configuration

* **Sync frequency**: CRM data is synced automatically
* **Incremental sync**: Only changed records are fetched after the initial import
* **No credit consumption**: HubSpot sync does not use AI analysis credits

## What to Expect

Once connected, ClosedLoop AI will:

1. **Sync CRM data** from HubSpot automatically
2. **Enrich product insights** with account context, deal information, and contact details
3. **Improve business impact scoring**: insights from enterprise accounts and key deals surface higher
4. **Enable account-level views**: see all intelligence associated with a specific company or deal

<Card title="Connect HubSpot" icon="plug" href="https://app.closedloop.sh/integrations">
  Set up your HubSpot integration in the ClosedLoop AI dashboard
</Card>