Connect HubSpot to Realm to make CRM data, activities, and related content searchable. Navigate to Settings > Data sources and click Connect on HubSpot, or click Manage if already connected.Documentation Index
Fetch the complete documentation index at: https://docs.withrealm.com/llms.txt
Use this file to discover all available pages before exploring further.
Connecting HubSpot
Click Connect on the HubSpot data source page. You’ll be redirected to HubSpot’s OAuth flow. Log in and click Connect app to allow access. The person connecting should be a HubSpot admin.
What gets synced
Realm syncs the following HubSpot objects. You can enable or disable each object, and configure which properties are synced per object, from the data source page. Companies, Contacts, Deals, and Tickets appear as standalone search results, while activities are threaded onto them.| Content | Synced |
|---|---|
| CRM objects (Companies, Contacts, Deals, Tickets) | Configurable |
| Activities (Calls, Communications, Emails, Line items, Meetings, Notes, Quotes, Subscriptions, Tasks) | Configurable |
| File attachments on CRM records | Yes |
| Marketing data (campaigns) | No |
| Commerce data (invoices) | No |
| Reporting data (dashboards) | No |
Configuring properties
For each object, you can choose which properties (fields) are synced. Focus on properties that contain useful searchable content.
Permissions
All synced HubSpot data is searchable for users with a HubSpot account in your organization.