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Hubspot

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Last updated 2 months ago

📇 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)

  1. Open Knowledge Hub → Go to Knowledge from the sidebar → Click HubSpot under the Integrations section

  2. 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.