Integrations

HubSpot

CRM, marketing automation, and customer data

The HubSpot connector provides 49 actions for contacts, companies, deals, and marketing.

Setup

Connect via OAuth

  1. Go to Settings → Integrations → HubSpot
  2. Click Connect
  3. Sign in to HubSpot
  4. Authorize Keva
  5. Configure sync settings

Available Actions (49)

Contacts

ActionDescription
Get contactRetrieve contact
Create contactAdd new contact
Update contactModify contact
Search contactsFind contacts
Get contact propertiesCustom fields

Companies

ActionDescription
Get companyCompany details
Create companyAdd company
Associate contactLink contact to company

Deals

ActionDescription
Get dealDeal details
Create dealNew deal
Update deal stagePipeline movement

Tasks & Notes

ActionDescription
Create taskAdd task
Create noteAdd note
Log activityRecord interaction

CRM Sync

HubSpot supports bidirectional sync with Keva customer profiles.

See CRM Sync → HubSpot.

Use Cases

Contact Enrichment

When a new ticket arrives, AI:

  1. Looks up contact in HubSpot
  2. Retrieves company and deal info
  3. Uses context in response

Deal Context

Customer: "Can we discuss our enterprise contract?"

AI:
1. Gets contact's company
2. Finds active deals
3. Provides relevant context