Overview
The HubSpot integration gives Cora.ai access to your CRM data — companies, contacts, deals, tickets, and ownership information — so it can surface insights, track lifecycle events, and keep your team informed.
Integration Type: OAuth 2.0, Organization-Level
Setup Time: ~2 minutes
Required Role: HubSpot Super Admin or App Marketplace Access
Prerequisites
An active HubSpot account (any Hub)
Super Admin permissions or App Marketplace Access in HubSpot
Organization administrator access in Cora.ai
Setup Steps
Step 1: Initiate Connection
Log into Cora.ai as an organization administrator
Navigate to Settings → Organization Settings → Integrations
Locate the HubSpot integration card
Click the Connect button
Step 2: Authorize in HubSpot
You will be redirected to HubSpot's authorization screen
Select the HubSpot account you want to connect
Review the permissions Cora.ai is requesting
Click Connect app to grant access
Step 3: Confirm Connection
You will be redirected back to Cora.ai
The HubSpot integration card will show Connected status
Your name and the connection date will appear on the card
Step 4: Enable Lifecycle Events
Track events across your customer lifecycle — from onboarding and renewals to upsells, expansion, and churn risk — so your team never misses a key moment.
Click the connected HubSpot integration card to open the settings panel
Under Lifecycle Events, toggle the switch on
Click Save
What Cora.ai Accesses
Once connected, Cora.ai syncs the following HubSpot objects:
Companies — Organization records and associated properties
Contacts — People associated with companies and deals
Deals — Pipeline and revenue data
Tickets — Support and service records
Owners — Team members assigned to records
Access is scoped to the permissions of the HubSpot account that authorized the connection. During setup, HubSpot will show that Cora.ai is requesting both read and write permissions. Cora.ai reads your CRM data on a scheduled basis to keep insights current. Write-back (such as updating records in HubSpot) only occurs when agents are explicitly configured for that purpose — it will never happen without your knowledge. If write-back is enabled for your organization, your Cora.ai contact will walk through the specifics and provide observability for any changes made.
Importing Companies and Ownership Sync
Once HubSpot is connected, you can import companies, set up ownership sync, and filter by ownership on the Accounts page. See Managing Your Accounts for setup instructions.
Disconnecting
To disconnect HubSpot:
Open the HubSpot integration card
Click Disconnect
Confirm the disconnection
Disconnecting stops all data syncing. Previously synced data will remain available until it is manually removed.