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HubSpot connectors use a catalog sync flow instead of SQL indexing. Vizkraft reads your HubSpot objects and properties, generates descriptions for your agent, and makes the CRM available in chat.

When to use HubSpot

Use a HubSpot connector when your questions are about CRM data — contacts, companies, deals, tickets, and related properties — rather than tables in a SQL warehouse. For PostgreSQL, MySQL, ClickHouse, or MongoDB, use a managed database connector and follow Index your data instead.

Add a HubSpot connector

  1. Open Connectors.
  2. Select Add connector.
  3. Choose HubSpot.
  4. Name the connector (for example, HubSpot CRM or Sales HubSpot).
  5. Select Connect with HubSpot.
  6. Sign in to HubSpot and approve access.
  7. Wait while Vizkraft syncs your catalog.

What happens during sync

After authorization, Vizkraft:
  1. Connects to your HubSpot account.
  2. Reads available object types (contacts, companies, deals, and others in your portal).
  3. Fetches property definitions and record counts.
  4. Generates descriptions so the agent understands your CRM structure.
You can monitor progress on the catalog sync page. Sync usually completes in a few minutes depending on portal size. HubSpot CRM catalog sync completed with objects and properties listed

Browse the CRM catalog

Once sync completes, the catalog page shows:
  • A summary of objects and properties discovered.
  • A list of CRM objects you can open individually.
  • Property details for each object type.
Use this page to confirm Vizkraft sees the objects your team cares about before asking questions in chat.

Re-sync or re-authorize

If HubSpot credentials expire or your portal structure changes:
  1. Open the connector from Connectors.
  2. Go to the catalog sync page.
  3. Use Re-sync to refresh objects and properties.
  4. If authorization failed, use Re-authorize HubSpot to connect again.

Ask questions about HubSpot data

After sync completes, enable the HubSpot connector in chat and ask in plain language:
  • How many deals closed this quarter by pipeline stage?
  • Show contacts created in the last 30 days by source.
  • Which companies have open tickets and an active deal?
HubSpot answers use the CRM query path, not SQL. Connector memory still applies — Vizkraft can learn your definitions and preferences from chat.

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