CoAgentorHubSpot
Connecting HubSpot lets CoAgentor sync your CRM data — contacts, companies, and deals — so your agents can reference it during live meetings without any manual prep.
What access CoAgentor requests
CoAgentor requests read-only access to your HubSpot CRM using the following OAuth scopes:
crm.objects.contacts.readcrm.objects.companies.readcrm.objects.deals.readcrm.objects.owners.read
CoAgentor never creates, modifies, or deletes records in your HubSpot portal.
Connecting your portal
- Go to Integrations → and click the Data Sources tab
- Click Connect HubSpot
- Select your HubSpot portal and authorise the requested permissions
- Your connection will appear with the portal name and your email address
How data syncs
Once connected, CoAgentor automatically syncs your contacts, companies, and deals every 6 hours. Each sync pulls the latest records and makes them available as context for your agents.
You can also trigger a manual sync at any time by clicking the Sync button on your connection card.
Connecting multiple HubSpot portals
On Solo and Pro plans you can connect more than one HubSpot portal. Each portal appears as a separate connection and syncs independently.
| Plan | HubSpot portals | |---|---| | Free | 1 | | Solo | 2 | | Pro | Unlimited |
Record limits by plan
The number of CRM records synced is capped by your plan:
| Plan | Max CRM records | |---|---| | Free | 50 | | Solo | 500 | | Pro | Unlimited |
Records are counted across all object types (contacts + companies + deals).
Disconnecting
- Go to Integrations → Data Sources →
- Click Disconnect next to the portal you want to remove
- Confirm the prompt
Disconnecting removes all synced CRM data and embeddings from that portal. Any contexts referencing that data will stop retrieving it.
Troubleshooting
"OAuth failed" error — This can happen if your HubSpot session expired during consent. Try again from the Data Sources tab.
Data seems stale — Click the Sync button to trigger an immediate refresh. If the issue persists, disconnect and reconnect.
I don't see my portal in the consent screen — Make sure you're logged into the correct HubSpot account before clicking Connect HubSpot. You must be a Super Admin or have Marketplace Access permissions in your HubSpot portal.