What is captured
- Contacts, companies and deals from your HubSpot, in one view with your emails and events
- What was said to a contact in emails and meetings
- Deals going quiet
What is drafted
- One next step per contact, from the real history
- Notes and tasks on contacts, as proposals
- Meeting notes, attributed to the attendees
What never happens without you
- No write without your approval
- Deleting HubSpot records is a hard stop in code
- Deals are not changed without you
Permissions
- OAuth scopes: contacts read and write, companies read, deals read
- Or a Private App token from your HubSpot
- One connected CRM at a time; disconnecting ends access at once
Frequently asked questions
Does the assistant write into my HubSpot?
Only after your approval. It proposes notes, tasks and field changes on contacts; you confirm every write.
Which rights does the integration need?
Contacts read and write, companies read, deals read. No delete rights.
Can I use the built-in CRM instead of HubSpot?
Yes. Random Assistant has its own CRM. If you have HubSpot, connect it; one connected CRM at a time.
Where does the HubSpot data live?
HubSpot stays your own contract with HubSpot (US). What we read from it is stored encrypted in the EU.
How does the assistant get the content?
Through the OAuth connection you approve during setup, or a Private App token.
How do I disconnect HubSpot?
In Settings. Access ends at once.