3 docs tagged with "HubSpot"

FunnelStory's MCP server lets you configure data models directly from a conversation with Claude. Instead of writing SQL queries and manually filling in mappings, you describe what you want and Claude reads your HubSpot schema, previews the data, and creates the models in the correct order.

CRM visibility keeps FunnelStory account access aligned with HubSpot and Salesforce when you wire those connections—instead of relying only on manual assignments. FunnelStory reads who can see which CRM accounts from your connected org, matches CRM users to workspace users by email, and applies the result for Account User, Manager, and other non-admin roles. Turn it on when your CRM already defines account access and you want the same boundaries in FunnelStory.

The HubSpot connection links FunnelStory to your HubSpot portal via OAuth so you can build data models on companies, deals, contacts, engagements, and behavioral events. It also powers CRM sync and supports AI-assisted configuration through the MCP server.