> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rivvi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect HubSpot

> Read contacts, deals, and engagement — and keep outreach in sync with your CRM.

Connecting HubSpot lets Rivvi read your contacts, deals, and engagement history, build outreach lists straight from your CRM, and write call notes and follow-up tasks back — so your outreach and your CRM stay in sync.

Rivvi uses a HubSpot **Private App access token** — your own, generated inside HubSpot. There's no Rivvi app to install in your HubSpot account.

## What you'll need

A HubSpot **Private App access token** with access to the objects you want Rivvi to work with (contacts, companies, deals, tasks, engagements).

<Card title="HubSpot: Create a private app" icon="arrow-up-right-from-square" href="https://developers.hubspot.com/docs/api/private-apps">
  HubSpot's guide to creating a private app and copying its access token.
</Card>

## Connect it

<Steps>
  <Step title="Create a Private App in HubSpot">
    In HubSpot, go to **Settings → Integrations → Private Apps → Create a private app**. Grant it read scopes for contacts, companies, deals, and tasks (and write scopes if you want Rivvi to log notes and tasks). Copy the **access token**.
  </Step>

  <Step title="Open Rivvi's connector settings">
    In the Rivvi workspace, go to **Settings → Connectors** and select **HubSpot** (under CRM). Click **Connect**.
  </Step>

  <Step title="Paste your access token">
    The form has one field — **Access token**. Paste it and click **Connect**.

    | Field            | What to paste                         |
    | ---------------- | ------------------------------------- |
    | **Access token** | Your HubSpot Private App access token |
  </Step>

  <Step title="Set what the agent can do">
    HubSpot flips to **Connected** and shows its capabilities. Reads are **Always allow** by default; writes are **Needs approval**. Adjust to taste — see [Permissions](/connectors/permissions).
  </Step>
</Steps>

## What Rivvi can do with HubSpot

**Read (allowed by default)**

* Look up the fields on your contacts, companies, deals, and tasks — including custom ones.
* Search and list contacts, with the real total and paging.
* Read a contact and its properties.
* List a contact's calls, emails, and notes.
* Read a deal and its associated contacts; list deals across your pipeline with stage, amount, and source.
* List companies with industry, lifecycle stage, and location.
* List tasks across your organization.

**Write (asks for approval by default)**

* Add a note to a contact's timeline.
* Create a follow-up task on a contact.
* Update properties on a contact.
* Log a call outcome to a contact's timeline.

## Try it

Once connected, ask in chat:

```text theme={null}
How many deals are in our pipeline, and what's the total value?
Pull the recent activity on our top accounts.
Call my HubSpot contacts in the "re-engage" stage.
```

To write back, ask the agent to log a call or create a task — you'll see an approval card previewing the exact change before it's made in HubSpot.

<Note>
  Rivvi caps and summarizes what it reads, so a large CRM won't overwhelm the conversation — you get the total and a useful sample, not thousands of raw rows.
</Note>

## Next

<CardGroup cols={2}>
  <Card title="Using connectors in chat" icon="messages" href="/connectors/using-connectors-in-chat">
    See more of what you can ask.
  </Card>

  <Card title="Launching outreach" icon="phone-arrow-up-right" href="/workspace/launching-outreach">
    Reach your HubSpot contacts.
  </Card>
</CardGroup>
