HubSpot

Connect HubSpot data and sync capabilities to your workspace.

HubSpot Integration

Connect Karmaflow.ai 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.ai in the HubSpot OAuth flow
4. Select which data to sync

Sync Capabilities

Contacts

• Sync contacts between Karmaflow.ai and HubSpot
• Map Karmaflow.ai 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.ai → HubSpot, HubSpot → Karmaflow.ai, or both
• Field Mapping — Map custom fields between platforms
• Sync Frequency — Real-time or periodic batch sync