HubSpot
The HubSpot connection links FunnelStory to your HubSpot portal via OAuth so you can build data models on companies, deals, and contacts using HubSpot’s search APIs (HS blocks in the query step), power CRM sync, and use HubSpot in workflows or analytics where enabled.
What FunnelStory uses it for
- Data models — Structured JSON “HS” query blocks for objects such as companies and deals (see Writing queries).
- CRM sync — Optional updates back to HubSpot when configured.
- Enrichment — HubSpot can act as an enrichment source in supported setups.
Before you connect
- Use a HubSpot user with access to the objects and properties you plan to query or sync.
- In HubSpot Settings → Integrations → Private Apps (or OAuth apps, depending on your setup), ensure the scopes FunnelStory requests are approved—your onboarding or support team can confirm the exact scope list for your workspace.
Add the connection in FunnelStory
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Open Configuration → Connections → Add connection, then choose HubSpot under application integrations.
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Complete the fields in the connection form:
| Field | Description |
|---|---|
| Connection name | Label in FunnelStory (for example HubSpot Production). |
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Click Connect to start OAuth.
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Approve access on HubSpot’s consent screen.
After you connect
- Configure models with HS blocks as documented in Writing queries.
- Refresh manually or on schedule according to your workspace.