HubSpotIntegrate HubSpot with Aithon
Unlock deeper insights into your pipeline by analyzing deals, contacts, and activity directly from your CRM.
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Aithon reads your HubSpot portal with read-only permissions and never writes anything back. One connection brings the whole portal's companies, contacts, deals and logged activity into Aithon.
Prerequisites
- A HubSpot account in good standing, and a user allowed to install apps on it.
- An active Aithon account.
Step 1: Open Integrations
Open the menu under your name at the bottom of the left sidebar and choose Integrations.
Step 2: Find and connect HubSpot
Locate HubSpot among the available integrations and click Connect.
Step 3: Authorize permissions
You are redirected to HubSpot's authorization page. Log in if necessary and grant Aithon the requested permissions:
| Permission | What it allows |
|---|---|
crm.objects.companies.read, crm.objects.contacts.read, crm.objects.deals.read, crm.objects.quotes.read | Read companies, contacts, deals and quotes |
crm.schemas.companies.read, crm.schemas.contacts.read, crm.schemas.deals.read | Read your property definitions, so custom properties are understood |
sales-email-read | Read sales emails logged in HubSpot |
No write permission is requested.
Step 4: Return and start analyzing
After authorization completes, you return to Aithon automatically and the HubSpot card shows Connected. Aithon then pulls companies, contacts, deals, deal pipelines, logged emails, meetings, calls and tasks, and the list of deal owners, and keeps them up to date in the background. New and changed records typically appear within a few hours. Open your Dashboard to view imported deals and begin generating analyses.
Disconnecting
On the Integrations page, click Manage on the HubSpot card, then Disconnect. To complete the removal on HubSpot's side, uninstall Aithon from Connected Apps in your HubSpot account.
Need help?
For assistance, contact support@aithon.ai.
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