HubSpot Integration

Connect KarmaFlow to HubSpot to sync contacts, companies, and deals between the two platforms.

Setup

1. Navigate to Settings > HubSpot
2. Click Connect to HubSpot
3. Authorize KarmaFlow in the HubSpot OAuth flow
4. Select which data to sync

Sync Capabilities

Contacts

• Sync contacts between KarmaFlow and HubSpot
• Map KarmaFlow fields to HubSpot properties
• Two-way sync keeps both systems up to date

Companies

• Sync company records and associations
• Link contacts to companies across both platforms

Deals

• Sync deal/opportunity data
• Map pipeline stages between systems

Using HubSpot Data in Agents

Once connected, your AI agents can use HubSpot data in supported workflows:

• Voice agents can look up HubSpot contact records during calls
• Chat agents can pull deal information for returning visitors
• Task agents can read and update HubSpot records

Configuration Options

• Sync Direction — KarmaFlow → HubSpot, HubSpot → KarmaFlow, or both
• Field Mapping — Map custom fields between platforms
• Sync Frequency — Real-time or periodic batch sync