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Documentation Index

Fetch the complete documentation index at: https://docs.hivesight.so/llms.txt

Use this file to discover all available pages before exploring further.

HubSpot is HiveSight’s deepest CRM integration. It pulls contact, account, and deal state into HiveSight to enrich relationship scoring, and writes saved intro opportunities back to HubSpot as deals.
HubSpot is available on the Team plan and above. Solo plans can use the read-only LinkedIn-based graph without CRM signals.

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Connect HubSpot

1

Open integrations

From your ecosystem, go to Settings → Integrations and click Connect on the HubSpot card.
2

Authorize

You’ll be redirected to HubSpot’s OAuth screen. HiveSight requests scoped read access to contacts, companies, deals, and owners, plus write access for the optional writeback feature.
3

Initial sync

First sync usually completes in 5–30 minutes depending on the size of your HubSpot portal. You can keep using HiveSight while it runs — CRM signals appear progressively.

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What HubSpot signals do

HubSpot data sharpens two things HiveSight does:
  1. Relationship scoring. A contact your team last_contacted_at recently gets a strength boost. A contact in your CRM as a customer adds context to that connector edge.
  2. Account-state-aware ranking. Target-account contacts that already exist in your CRM are tagged so the dashboard can prioritize intros into accounts where you don’t yet have a warm path and don’t yet have CRM coverage.

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Writeback (optional)

When Writeback is enabled, HiveSight pushes warm-intro signal directly onto your existing HubSpot companies and contacts — no new deals created, no parallel object to maintain. Reps see the same intro intelligence on the records they already work in. HiveSight provisions and populates these custom properties on first run:
ObjectPropertyDescription
Companyhivesight_intro_strength_pctStrongest intro path strength as a 0–100 percent.
Companyhivesight_paths_countNumber of warm paths your team has into this account.
Companyhivesight_best_targetBest person to target for an intro.
Companyhivesight_best_connectorThe connector who’s the strongest bridge in.
Companyhivesight_linkDeep link back to the company view in HiveSight.
Contacthivesight_intro_strength_pctStrongest intro path strength to this contact.
Contacthivesight_paths_countWarm paths your team has to this contact.
Contacthivesight_best_connectorThe strongest connector who can reach them.
Contacthivesight_linkDeep link back to the contact view in HiveSight.
Writeback runs hourly. Toggle it on or off in Settings → Integrations without having to disconnect the integration.
The property bootstrap is automatic on first run. If your HubSpot admin restricts custom property creation, you’ll see a clear error in the HubSpot card and writeback stays disabled until properties are pre-created or the permission is granted.

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What gets synced

ObjectDirectionFrequency
ContactsHubSpot → HiveSightHourly delta
CompaniesHubSpot → HiveSightHourly delta
DealsHubSpot → HiveSightHourly delta
OwnersHubSpot → HiveSightDaily
Intro intelligence (company/contact properties)HiveSight → HubSpotHourly (if writeback on)
Sync uses delta tokens so only changed records are pulled after the initial backfill.

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Troubleshooting

HiveSight needs contacts, crm.objects.companies.read, and crm.objects.deals.read. Disconnect and reconnect — the OAuth flow will request the missing scopes.
Ask your HubSpot admin to either grant your user’s role the Create properties permission, or pre-create the hivesight_connector and hivesight_opportunity_url properties on the Deals object.
Check the contact has a LinkedIn URL on their HubSpot record — that’s how HiveSight maps CRM contacts to the LinkedIn graph.

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Disconnect

Click Disconnect on the HubSpot card. HiveSight revokes the OAuth connection with HubSpot and deletes all cached CRM state. Saved intro opportunities and the deals already written back to HubSpot remain intact.