HubSpot CRM integration
Give Fin full customer context from HubSpot CRM
Overview
Configure a Data connector to expose HubSpot CRM data to Fin (contact records, company details, and deal pipeline), so every support interaction is fully contextualized.
On Intercom, you set up the HubSpot CRM connection in the same workspace as your Helpdesk inbox, tickets, and reporting, and Fin hands off to your team there with the full conversation.
What you can do
- Expose contact and company records from HubSpot to Fin via Data connector
- Let Fin reference deal pipeline, lifecycle stage, and custom properties
- Use HubSpot data in Fin conversations, Workflows, and Procedures
- Requires JWT or email OTP user authentication for live use in production
- Set up in Fin AI Agent → Train → Tasks → Manage Data connectors
How it works
Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for HubSpot CRM, or start from an AI recommendation.
Set up the API call to your HubSpot CRM system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.
Data connectors require JWT or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.
Configure
Works with Fin through an API Data connector, supporting both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.
Read the full setup documentation →
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