Hubspot
📇 HubSpot Integration – Step-by-Step Guide
HubSpot holds your customer lifecycle: deals, contacts, companies, emails. Connecting it to Calk empowers your AI agents with rich CRM insights — perfect for sales, marketing, and support use cases.
✅ What You Can Pull from HubSpot
Once connected, Calk can access:
👤 Contacts & Companies Names, roles, industries, lifecycles, etc.
💼 Deals & Pipelines Access stages, close dates, amounts — perfect for summaries or forecasts
📬 Engagements (emails, calls, notes) Fuel your agents with real historical context
🏷️ Custom Properties & Tags Personalize prompts based on attributes
🧭 Activity Timeline Get chronological views of each contact’s journey
🔄 How to Connect HubSpot to Calk (Step-by-Step)
Open Knowledge Hub → Go to Knowledge from the sidebar → Click HubSpot under the Integrations section
Click “Connect” → Log in to your HubSpot account → Approve access for the necessary data scopes (contacts, deals, etc.)
That’s it! HubSpot is now live inside Calk’s knowledge graph.
🔐 What Calk Pulls from HubSpot & Why
Name
What It Does
Read contacts & companies
Enables personalized messaging and targeting
Read deals & pipelines
Helps agents forecast and summarize opportunities
Read lists & users
Supports audience segmentation and internal routing logic
Read email/call logs
Gives full context for AI replies or customer interaction summaries
Read custom fields & schemas
Adapts actions to your CRM structure, ensuring relevance in AI outputs
🛑 Don't worry: Calk only reads — it never edits anything in HubSpot.
🤖 Use Cases With HubSpot + Calk
AI Sales Assistant: Summarize all touchpoints with a lead and suggest next steps.
Deal Brief Generator: Create custom briefs for internal teams before a sales call.
Personalized Outreach: Generate cold emails that reference deal stage, role, or last interaction.
CRM Health Checker: Ask an agent to find stale deals or missing lead info.
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