# HubSpot

Automatically extract lead information from conversations and create or update contacts in HubSpot.

## Prerequisites

* A HubSpot account with admin access
* A HubSpot private app access token

## Getting Your API Token

1. In HubSpot, click the **Settings** icon (upper-right)
2. Go to **Integrations > Private Apps**

<figure><img src="/files/lHFJWByZdY9rdlklfRYl" alt="" width="246"><figcaption></figcaption></figure>

3. Click **Create a private app**
4. Configure the app:
   * **App Name**: `Alhena AI` (or any name you prefer)
   * **Description**: Provides Alhena AI secure API access to HubSpot contacts

<figure><img src="/files/T6rbRmcHF1zfzLugf5v1" alt=""><figcaption></figcaption></figure>

5. Under **Scopes**, select:
   * `crm.objects.contacts.read`
   * `crm.objects.contacts.write`

<figure><img src="/files/mvxZsrSlmcBX12Xa0L3l" alt=""><figcaption></figcaption></figure>

6. Click **Create app**
7. Copy the access token from the modal that appears

<figure><img src="/files/DyriW0gkPVJPGCle3BPB" alt=""><figcaption></figcaption></figure>

## Setup

### Step 1: Connect HubSpot

1. In Alhena, go to **Settings > Integrations**
2. Find **HubSpot** and click **Enable**
3. Paste your HubSpot access token
4. Click **Connect**

<figure><img src="/files/ZdKGoeeXKX9tOYXNlVhQ" alt=""><figcaption><p>HubSpot lead generation tool settings</p></figcaption></figure>

### Step 2: Configure Attributes

Choose which information to extract from conversations and map it to HubSpot contact properties:

1. Click **Add attribute**
2. Enter the **Attribute name** (must match the HubSpot internal property name, e.g., `firstname`, `email`, `phone`)
3. Add a **Description** to help the AI identify this information in conversations
4. Optionally add **Examples** of values

Default attributes (pre-configured):

* `email`
* `firstname`
* `lastname`

### Finding HubSpot Internal Property Names

To find the internal name for a HubSpot property:

1. In HubSpot, go to **Settings > Data Management > Properties**
2. Click on any property (e.g., First Name)

<figure><img src="/files/ilIkW4rMhJUniuHWuLfS" alt=""><figcaption></figcaption></figure>

3. Note the **Internal name** - this is what you use as the attribute name

<figure><img src="/files/IEPgHxLDvT6stQGVFvfi" alt=""><figcaption><p>Internal name is "firstname"</p></figcaption></figure>

***

## Enabled Agents

When you connect HubSpot, lead capture is enabled for the lead generation agent:

| Agent                     | Description                                                                 |
| ------------------------- | --------------------------------------------------------------------------- |
| **Lead generation agent** | Extracts configured attributes from conversations and syncs them to HubSpot |

You can configure this agent in **AI Settings > Agents**.

***

## Disconnecting

To disconnect HubSpot:

1. Go to **Settings > Integrations > HubSpot**
2. Click **Disconnect**
3. Confirm the disconnection


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