# 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.

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**✅ 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

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**🔄 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.)

<figure><img src="/files/Qq7eSoVCcGIOtwqZbRDT" alt=""><figcaption></figcaption></figure>

**That’s it!**\
HubSpot is now live inside Calk’s knowledge graph.

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#### 🔐 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.

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**🤖 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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