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

# HubSpot

> Connect HubSpot to manage CRM and support with Duckie

Connect HubSpot to let Duckie handle conversations and access CRM data.

## Capabilities

| Capability             | Supported                      |
| ---------------------- | ------------------------------ |
| **Knowledge Source**   | ✓ Sync knowledge base articles |
| **Deployment Trigger** | ✓ Respond to conversations     |
| **Tool Actions**       | ✓ Reply, access CRM data       |

## Setup

### Connect via OAuth

1. Go to **Settings → Connections** in Duckie
2. Find **HubSpot** and click **Connect**
3. You'll be redirected to HubSpot to authorize
4. Select the HubSpot account to connect
5. Grant Duckie the requested permissions
6. You'll be redirected back to Duckie

<Info>
  Duckie requests access to conversations, contacts, companies, deals, and tickets.
</Info>

## Using as a Knowledge Source

Sync your HubSpot Knowledge Base:

1. Go to **Train → Knowledge**
2. Click **Add Source**
3. Select **HubSpot**
4. Choose which knowledge base to sync
5. Click **Start Sync**

## Using as a Deployment Trigger

Deploy an agent to HubSpot conversations:

1. Go to **Deploy**
2. Click **Create Deployment**
3. Select your agent
4. Choose **HubSpot** as the trigger
5. Configure events:
   * **New conversation** — When a chat starts
   * **Customer reply** — When a customer responds

## Available Tools

| Tool                  | Description             |
| --------------------- | ----------------------- |
| `hubspot_reply`       | Send a reply            |
| `hubspot_get_contact` | Get contact details     |
| `hubspot_get_company` | Get company information |
| `hubspot_get_deals`   | Get associated deals    |
| `hubspot_get_tickets` | Get support tickets     |

## Using CRM Data in Responses

Duckie can personalize responses using HubSpot CRM data:

* Customer name and company
* Previous interactions
* Deal status
* Custom properties

Example in a runbook:

```
When helping a customer, first check their company status:
- Use @hubspot_get_company to see if they're a premium customer
- Adjust tone and priority based on their tier
```

## Best Practices

### Leverage Contact Context

Your agents can access rich customer context from HubSpot — use this to provide personalized support.

### Sync Your Knowledge Base

Keep your HubSpot Knowledge Base updated — Duckie will use these articles to answer questions.

## Troubleshooting

### "Unable to access conversations"

* Verify you connected with an account that has Conversations access
* Check that your HubSpot plan includes the Conversations inbox

### "CRM data not found"

* Ensure the contact exists in HubSpot
* Verify Duckie has permission to access CRM objects