Connect HubSpot to ZenSearch
Search across contacts, companies, deals, and tickets in HubSpot. AI-powered answers from your CRM — no more clicking through records.
What ZenSearch indexes from HubSpot
Contacts & Companies
Every contact and company record is indexed with properties, associations, and lifecycle stage. Search by name, email, domain, or any custom property.
Deals & Pipeline Data
Deal records with stage, amount, close date, and associated contacts are fully searchable. Get pipeline visibility through natural language queries.
Tickets & Support History
Support tickets, their status, priority, and conversation threads are indexed. Find how past issues were resolved to speed up current support.
Engagement History
Emails, calls, meetings, and notes logged against contacts and companies are searchable. Reconstruct the full communication timeline for any account.
OAuth Authentication
Secure OAuth 2.0 integration with HubSpot. No API keys to manage — authenticate through the standard HubSpot app authorization flow.
Incremental Sync
Uses HubSpot's change tracking to detect new and modified records. Only updated objects are re-processed on each sync cycle.
Up and running in three steps
Authenticate your account and select the resources to index. ZenSearch handles OAuth, API keys, and enterprise SSO.
ZenSearch parses, chunks, and vectorizes your content. Incremental sync keeps everything up to date automatically.
Your team searches across all connected sources with AI-powered semantic search, chat, and agents.
Questions your team can finally answer
Once HubSpot is connected, your team can ask natural-language questions and get cited answers instantly.
“When was the last time we contacted the decision maker at TechCo?”
Finds the TechCo company record and its associated contacts, then surfaces the most recent email, call, or meeting engagement.
“Which support tickets about billing are still unresolved?”
Searches open tickets tagged with billing-related properties and returns a summary of each with assignee and time since creation.
“What is the total deal value in the negotiation stage?”
Aggregates deal records currently in the negotiation pipeline stage and returns the total weighted and unweighted values.
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