HubSpot

Connect HubSpot to OnePerfectSlice to enrich your structured context with deal, company, and contact data from your CRM.

What gets synced

When you connect HubSpot, OnePerfectSlice syncs three entity types:

Entity	Data synced
Deals	Name, stage, pipeline, amount, close date, owner, custom fields
Companies	Name, domain, lifecycle stage, owner, custom fields
Contacts	Email, name, lifecycle stage, owner, custom fields

OnePerfectSlice associates CRM records with calls by matching participant email addresses.

Connect HubSpot

1. Open Org Settings

   Navigate to Org Settings → Integrations. You’ll need Org Admin permissions.

2. Authorize

   Click Connect on the HubSpot card. An OAuth popup will appear — authorize OnePerfectSlice to access your HubSpot account.

3. Configure sync settings

   After connecting, click Settings to configure:

   • Sync Settings — toggle Deals, Companies, and Contacts on or off
   • Field Settings — select which fields to sync (up to 10 custom fields per entity)

Sync schedule

• CRM data syncs automatically every 4 hours
• You can trigger a manual resync from the integration settings (rate-limited to once per hour)
• OAuth tokens are refreshed automatically

How CRM data enriches your context

Once connected, CRM data becomes part of the structured context OnePerfectSlice delivers:

• Filtering — filter summaries, scorecards, and slice runs by CRM deal, company, stage, or amount
• Enrichment — CRM context is included when slices analyze calls, producing richer and more grounded evidence
• Custom fields — map CRM fields to create custom filters (e.g., filter by industry, deal size tier, or any custom property)

Filter endpoints

The API provides endpoints for searching CRM data programmatically:

• /filters/crm-deals — search deals by name
• /filters/crm-companies — search companies by name
• /filters/crm-deal-stages — list available deal stages
• /filters/crm-fields — list configured custom fields and their valid values

CRM data is org-scoped because the CRM connection is shared across the organization. Summaries, scorecards, and calls remain team-scoped.

Disconnecting

You can disconnect HubSpot at any time from Org Settings. Disconnecting clears the OAuth tokens but retains previously synced CRM data.