HubSpot Connector
Connect to HubSpot to index contacts, companies, deals, tickets, and marketing content.
Overview
The HubSpot connector allows you to:
- Index CRM records
- Access marketing content
- Sync engagement history
- Search across all hubs
Prerequisites
- HubSpot account
- API access (any tier)
- OAuth authorization
Authentication
OAuth 2.0
- Click Connect with HubSpot
- Authorize ZenSearch
- Select account if multiple
Configuration
| Setting | Description |
|---|---|
| Objects | Record types to sync |
| Properties | Fields to index |
| Date Range | Record modification period |
Setup Steps
- Add Connector: Knowledge → Add Data Source → HubSpot
- Authorize: OAuth with HubSpot
- Select Objects: Choose CRM objects
- Configure Properties: Select fields
- Test & Create: Verify and save
Objects Indexed
| Object | Content |
|---|---|
| Contacts | People records |
| Companies | Organization data |
| Deals | Sales pipeline |
| Tickets | Support requests |
| Notes | Activity notes |
| Emails | Email history |
Best Practices
- Focus on active records
- Include engagement history for context
- Sync notes for meeting summaries
- Filter by date for relevance
Troubleshooting
Authorization failed: Re-authenticate OAuth flow
Missing data: Check account permissions
Rate limits: HubSpot enforces API limits by tier