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Connect your HubSpot account to let CloudThinker agents search contacts, companies, deals, and tickets, follow the links between them, and summarize a sales pipeline. HubSpot authenticates with OAuth through its hosted server, so you do not create an API key or paste a credential into CloudThinker.

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Prerequisites

  • A HubSpot account you can sign in to, with access to the records you want agents to read.
  • Permission to authorize CloudThinker during HubSpot’s OAuth flow.
  • A browser that allows popups from CloudThinker, because HubSpot opens in a new window.
HubSpot states that the admin of the HubSpot account needs to connect first, to allow other users in the account to connect afterwards. If authorization is blocked, ask an account admin to connect first.

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Setup

1

Open the connection

Navigate to Connections → HubSpot in your CloudThinker workspace and click Connect.
2

Open HubSpot

In the Connect HubSpot dialog, click Open HubSpot. CloudThinker opens HubSpot in a new window.
3

Select the account and grant access

Select the HubSpot account to connect, review the permissions, and authorize. HubSpot bases those permissions on your own user permissions.
4

Return to CloudThinker

Once HubSpot confirms, the dialog closes on its own. CloudThinker stores the tokens and shows a Connected status.

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Connection details

HubSpot uses OAuth, so there are no fields to fill in. CloudThinker keeps the access and refresh tokens and renews them without asking you again.

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Required permissions

CloudThinker inherits what you grant during authorization. HubSpot does not let you define the scopes by hand: they follow the tools available when you install and the permissions you choose to grant.
  • Your user permissions apply. HubSpot states that you can only view and modify records you already have access to, so agents never see more than the authorizing user.
  • Sensitive data stays out. HubSpot does not expose custom Sensitive Data properties through this connection. If your account has Sensitive Data turned on, HubSpot also blocks calls, emails, meetings, notes, tasks, and conversation data.
  • Changes need approval. HubSpot offers tools that change records. CloudThinker treats any tool that is not read-only as a change and pauses for your approval first.
Follow least privilege: authorize with a HubSpot user whose permissions cover only the records agents should see. CloudThinker cannot narrow the grant below what that user already has.

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Agent capabilities

Once connected, agents can:

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Verify the connection

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Example prompts

Ask for the properties you need, such as amount or stage. A narrow request returns faster and keeps the answer focused.

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Troubleshooting

CloudThinker did not see the connection finish. Refresh the page and check the status under Connections → HubSpot. If it is not Connected, start the connection again.
HubSpot refused the stored authorization, for example because it expired or you revoked access. Start the connection again from Connections → HubSpot and authorize again.
HubSpot did not answer in time. Try connecting again.
Your HubSpot user permissions decide what is visible, and some tools depend on your HubSpot subscription. Check that the authorizing user can open the record in HubSpot. HubSpot states that users must reinstall to grant new scopes, so reconnect if a newer capability is missing.

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Security

  • Least privilege — grant only the permissions the agents need for your use case; start read-only and widen later.
  • Read-only by default — use read-only credentials unless you want agents to make changes through this connection.
  • Rotate credentials — rotate keys and tokens on your normal schedule; CloudThinker picks up the new value when you update the connection.
  • Revoke on offboarding — remove the credential at the provider when you delete a connection or a teammate leaves.
  • Authorize as the right user — the connection acts with that user’s permissions, so use an account that only reaches what agents need.

Approvals

How CloudThinker holds a change for your confirmation

Connections

Every service you can connect to CloudThinker