What It Reads
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.
What the coworker can do in HubSpot.
Beyond search, it can take action in HubSpot. Every write is risk-tiered and gated behind human approval, and connected credentials are required.
Create & update records
Create and update contacts, companies, deals, tickets, and custom objects the connected user can write.
Associations
Link records together — associate a contact with a company or a deal with a ticket — including custom-object association types.
Notes
Add engagement notes to any record (including custom objects) to log a call or a next step.
Setup
Up and running in three steps.
01
Connect
Authenticate your account and select the resources to index. ZenSearch handles OAuth, API keys, and enterprise SSO.
02
Index
ZenSearch parses, chunks, and vectorizes your content. Incremental sync keeps everything up to date automatically.
03
Delegate
Your coworker searches, answers, and acts across this source — with permission-aware results and governed actions.
In Practice
Questions your team can finally ask.
Once HubSpot is connected, your team asks in natural language and gets cited answers — and governed action — 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.
Related Integrations
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