HubSpot CRM Configuration Guide

Connect your HubSpot account to Septra to synchronize deal pipelines, contacts, companies, tickets, and products. This integration allows your AI agent team (particularly the Business Analyst and CMO) to audit pipeline health, track sales velocity, and deliver unified revenue insights.

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1. Overview & Value to Your AI Team

Connecting HubSpot unlocks automated revenue intelligence without requiring manual CSV exports or CRM dashboard parsing.

Once connected, your AI agents can:

• Audit Sales Pipelines: Track stage-by-stage deal progression, identify stalled opportunities, and calculate pipeline coverage ratios.
• Monitor Conversion Velocity: Analyze how quickly leads convert across deal stages and flag pipeline bottlenecks.
• Evaluate Rep & Segment Performance: Review deal win/loss rates and identify high-performing segments.
• Correlate Marketing to Revenue: Link ad spend and organic campaign results directly to closed-won deals in HubSpot.

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2. Prerequisites Before Connecting

1. Septra Workspace Role: You must be an Owner, Admin, or Editor in your Septra workspace.
2. HubSpot User Permissions: You need an active HubSpot account with permissions to authorize App Marketplace integrations for your HubSpot portal.

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3. Step-by-Step Connection Instructions

Step 1: Open Intelligence Sources

1. Log in to your Septra Workspace.
2. Click Intelligence in the left sidebar.
3. In the CRM section, find HubSpot and click Connect.

Step 2: Authenticate with HubSpot OAuth

1. You will be redirected to the secure HubSpot authorization screen.
2. If you manage multiple HubSpot accounts or portals, select the portal you wish to connect to Septra.
3. Review the read-only permissions requested:
   • crm.objects.deals.read — View deal stages, amounts, close dates, and pipelines.
   • crm.objects.contacts.read — Read contact metadata and lead sources.
   • crm.objects.companies.read — View company accounts and industry classifications.
   • tickets — Track support and operational ticket volumes.
4. Click Connect app to authorize the connection.

Step 3: Verify Connection & Initial Sync

1. You will be redirected back to Septra's HubSpot detail page.
2. The status indicator will switch to Connected with a green badge.
3. Click Sync Now to trigger your first data pull. Septra will index your deal stages, active pipeline value, and win rates into your private workspace knowledge base.

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4. Automated Daily Syncs & Pipeline Health

• Auto-Sync: By default, Septra automatically refreshes your HubSpot CRM data every 24 hours.
• Manual Refresh: You can click Sync Now at any time to pull real-time updates before running strategy sessions or generating executive reports.
• Unified CRM View: If you have both HubSpot and Odoo connected, Septra's Business Analyst agent automatically presents a consolidated pipeline view in your weekly Executive Business Health report.

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5. Security & Privacy Guarantees

• 100% Read-Only: Septra operates with strict read-only access. The integration will never create, edit, or delete deals, contacts, or accounts in your CRM.
• Isolated Data Storage: Your CRM records are stored in a dedicated, tenant-isolated knowledge base.
• Zero Public Model Training: Your customer lists, deal values, and pipeline metrics are never used to train public AI models.