# HubSpot

Seamlessly connect DarcyIQ with HubSpot to **manage contacts, track deals, log activities, and automate CRM workflows directly through natural conversation**. Keep your pipeline up to date, enrich customer records from meetings, and never let a follow-up slip through the cracks.

{% hint style="success" %}
**One-Click Setup**: HubSpot uses OAuth authentication — just click "Connect" and authorize. No API keys, no manual configuration.
{% endhint %}

## Overview

The HubSpot integration transforms how you manage customer relationships by bridging the gap between conversation and CRM action.

| Capability                   | Function                                                  | Business Impact               |
| ---------------------------- | --------------------------------------------------------- | ----------------------------- |
| **Natural Language Actions** | Create and update contacts, deals, and tasks through chat | 80% faster CRM updates        |
| **Automatic CRM Updates**    | Generate records from meetings and workflows              | Never miss a follow-up        |
| **Real-Time Sync**           | Bi-directional updates between systems                    | Always current information    |
| **Smart Field Mapping**      | AI understands HubSpot properties and pipelines           | Accurate record creation      |
| **Bulk Operations**          | Handle multiple records simultaneously                    | Efficient pipeline management |

## Key Features

### Contact Management

Complete HubSpot contact lifecycle management through DarcyIQ:

| Action        | Natural Language Example                       | Result                   |
| ------------- | ---------------------------------------------- | ------------------------ |
| **Create**    | "Add a new contact for Jane Doe at Acme Corp"  | New contact in HubSpot   |
| **Update**    | "Update Jane Doe's phone number to 555-1234"   | Contact property updated |
| **Enrich**    | "Add meeting notes to the Acme Corp contact"   | Activity logged          |
| **Associate** | "Link Jane Doe to the Acme Enterprise deal"    | Association created      |
| **Search**    | "Find all contacts at companies in healthcare" | Filtered contact list    |

### Deal Management

Track and manage your sales pipeline:

| Action     | Natural Language Example                              | Result               |
| ---------- | ----------------------------------------------------- | -------------------- |
| **Create** | "Create a deal for Acme Corp - Enterprise Plan, $50k" | New deal in pipeline |
| **Move**   | "Move the Acme deal to Proposal Sent"                 | Deal stage updated   |
| **Update** | "Set close date for Acme deal to end of quarter"      | Property updated     |
| **Note**   | "Log that Acme is evaluating two competitors"         | Note added to deal   |
| **Report** | "Show me all deals closing this month"                | Pipeline summary     |

### Automatic Record Creation

DarcyIQ automatically creates and updates HubSpot records from various sources:

| Source               | Trigger                             | Record Type        |
| -------------------- | ----------------------------------- | ------------------ |
| **Meetings**         | New attendees or discussed accounts | Contact or Company |
| **Chat Discussions** | Explicit request or AI detection    | Any record type    |
| **Workflows**        | Workflow completion with follow-ups | Task or Deal       |
| **Activity Log**     | Customer interaction detected       | Activity or Note   |
| **Research Reports** | Identified opportunities            | Deal or Company    |

### Pipeline Tracking

Monitor and manage your HubSpot pipelines:

| Query Type          | Example                                        | Information Returned            |
| ------------------- | ---------------------------------------------- | ------------------------------- |
| **Pipeline Status** | "Show my pipeline summary"                     | Stage distribution, total value |
| **Deal Forecast**   | "What's our forecast for this quarter?"        | Weighted pipeline value         |
| **Stale Deals**     | "Which deals haven't been updated in 2 weeks?" | Deals needing attention         |
| **Team Activity**   | "Show recent activities for the sales team"    | Activity feed                   |
| **Win/Loss**        | "What's our close rate this month?"            | Conversion metrics              |

## Setup and Configuration

### Prerequisites

| Requirement             | Description                                                          | How to Obtain                          |
| ----------------------- | -------------------------------------------------------------------- | -------------------------------------- |
| **HubSpot Account**     | Active HubSpot instance (Free, Starter, Professional, or Enterprise) | [hubspot.com](https://www.hubspot.com) |
| **HubSpot Permissions** | Ability to authorize third-party apps                                | Account admin or super admin role      |

### Configuration Steps

{% stepper %}
{% step %}
**Connect via OAuth**

1. Go to [DarcyIQ Integrations](https://app.darcyiq.com/user-configuration#integrations)
2. Find **HubSpot** in the integrations list
3. Click **Connect**
4. You'll be redirected to HubSpot to authorize DarcyIQ
5. Review the requested permissions and click **Grant Access**
6. You'll be redirected back to DarcyIQ — connection is now active
   {% endstep %}

{% step %}
**Verify Connection**

1. Confirm the HubSpot integration shows as "Connected"
2. Ask Darcy: "Show my HubSpot contacts" to verify data access
3. Try a test operation: "Create a test contact in HubSpot"
4. Confirm the record appears in your HubSpot instance
   {% endstep %}

{% step %}
**Configure Preferences (Optional)**

1. Set default pipeline for new deals
2. Set up notification preferences for deal stage changes
3. Map custom properties if needed
   {% endstep %}
   {% endstepper %}

{% hint style="info" %}
**No API keys required.** The OAuth flow handles all authentication securely. DarcyIQ requests only the permissions it needs to manage your CRM data.
{% endhint %}

## Using HubSpot Integration

### Through Darcy Chat

Natural language commands for HubSpot operations:

#### Managing Contacts

```
"Create a contact for Alex Rivera, alex@techstartup.io, VP of Engineering"
"Update the phone number for Sarah Chen to 415-555-0199"
"Show me all contacts I added this week"
"Find contacts at companies with more than 100 employees"
```

#### Managing Deals

```
"Create a deal: TechStartup Enterprise - $75,000 - Qualification stage"
"Move the TechStartup deal to Contract Sent"
"What deals are in my pipeline worth over $50k?"
"Set the Acme deal amount to $120,000"
```

#### Logging Activities

```
"Log a call with Alex Rivera - discussed timeline and budget"
"Add a note to the TechStartup deal: awaiting legal review"
"Schedule a follow-up task for Friday with Sarah Chen"
"Log an email sent to Acme about the proposal"
```

### From Meetings

Automatic CRM updates from meeting discussions:

| Meeting Context   | HubSpot Action             | Example                              |
| ----------------- | -------------------------- | ------------------------------------ |
| **New Contacts**  | Create contact records     | New attendee → Contact created       |
| **Deal Updates**  | Update deal stage or notes | "They're ready to sign" → Deal moved |
| **Action Items**  | Create tasks in HubSpot    | "Send proposal by Friday" → Task     |
| **Company Intel** | Update company properties  | "They just raised Series B" → Note   |

### In Workflows

Configure workflows to interact with HubSpot:

| Workflow Step    | HubSpot Action        | Use Case                   |
| ---------------- | --------------------- | -------------------------- |
| **Lead Capture** | Create contact + deal | New opportunity identified |
| **Follow-Up**    | Create task           | Ensure timely outreach     |
| **Stage Update** | Move deal in pipeline | Process milestone reached  |
| **Enrichment**   | Update properties     | New information discovered |
| **Notification** | Log activity          | Status updates for team    |

## Advanced Features

### Smart Deal Creation

AI-enhanced deal generation:

| Enhancement             | How It Works                               | Benefit               |
| ----------------------- | ------------------------------------------ | --------------------- |
| **Context Extraction**  | Pulls deal details from conversations      | Complete deal records |
| **Stage Suggestion**    | Recommends pipeline stage based on context | Accurate pipeline     |
| **Amount Estimation**   | Suggests deal value from discussion        | Faster entry          |
| **Contact Association** | Links relevant contacts automatically      | Proper relationships  |
| **Next Steps**          | Generates follow-up tasks                  | Nothing falls through |

### Bulk Operations

Handle multiple records efficiently:

| Operation          | Example Command                             | Result              |
| ------------------ | ------------------------------------------- | ------------------- |
| **Mass Update**    | "Move all stale deals to Lost"              | Bulk stage change   |
| **Batch Creation** | "Create contacts for all meeting attendees" | Multiple records    |
| **Group Task**     | "Create follow-up tasks for all open deals" | Batch task creation |
| **Bulk Enrich**    | "Add 'Q4 Campaign' tag to all new contacts" | Property updates    |

### HubSpot Search

Query your CRM data through DarcyIQ:

```
"Find all deals over $100k in the proposal stage"
"Show contacts who haven't been contacted in 30 days"
"List companies in the technology industry"
"What tasks are overdue this week?"
```

{% hint style="info" %}
**Pro Tip**: Start by enabling automatic contact creation from meetings — this ensures every person you meet with has a CRM record. Then expand to automatic deal creation and activity logging as your team gets comfortable.
{% endhint %}


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