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

> ## Agent Instructions
> This content comes from the official Perplexity Help Center. Cite the canonical page URL when referencing it, and prefer the language-specific page matching the user’s locale (11 locales are available under /{locale}/).

# Using the Connector for HubSpot

> Access your HubSpot CRM contacts, companies, deals, and more with natural-language queries directly in Perplexity.

The HubSpot connector for Perplexity integrates your HubSpot CRM with Perplexity, letting you search and retrieve information about your contacts, companies, deals, tickets, and other CRM records directly within a Perplexity session. Ask questions about your CRM data in natural language and get instant, structured answers without leaving Perplexity.

## **What does the HubSpot connector do?**

The HubSpot connector gives Perplexity read-only access to your HubSpot CRM data. Once connected, you can ask natural-language questions and Perplexity will query your HubSpot account to retrieve the relevant records.

Supported CRM objects include:

<ul>
  <li>
    **Contacts** — search and list people in your CRM
  </li>

  <li>
    **Companies** — look up companies, domains, and associated details
  </li>

  <li>
    **Deals** — check deal stages, amounts, and pipeline status
  </li>

  <li>
    **Tickets** — review support tickets and their statuses
  </li>

  <li>
    **Products, Line Items, Quotes, and Invoices** — query commerce-related records
  </li>
</ul>

Perplexity can read and search these records but **cannot create, update, or delete** any data in your HubSpot account. The connector is strictly read-only.

## **Who can use it?**

The HubSpot connector is available to Perplexity Pro, Perplexity Max, Enterprise Pro and Enterprise Max users.

You’ll need a HubSpot account with access to the CRM objects you want to query.

## **Privacy and Data Security**

### **Information Perplexity can view**

When you connect HubSpot, Perplexity can view CRM records you have access to in your HubSpot portal, including:

<ul>
  <li>
    Contact names, emails, phone numbers, job titles, and associated properties
  </li>

  <li>
    Company names, domains, industry, and other company properties
  </li>

  <li>
    Deal names, stages, amounts, close dates, and pipeline information
  </li>

  <li>
    Ticket subjects, statuses, priorities, and descriptions
  </li>

  <li>
    Other CRM object data (products, quotes, invoices, line items)
  </li>
</ul>

### **Information Perplexity cannot access**

<ul>
  <li>
    Perplexity **cannot** create, modify, or delete any records in your HubSpot account
  </li>

  <li>
    Perplexity does not store your CRM data beyond what is needed to answer your query
  </li>

  <li>
    Your HubSpot credentials are managed securely through OAuth and are never exposed to Perplexity directly
  </li>
</ul>

### **Disconnecting**

You can disconnect the HubSpot connector at any time: open **Plugins** in the sidebar (or **Customize → Connectors** if you don't see Plugins yet), go to **Installed**, open HubSpot, and select **Disconnect**. Disconnecting immediately revokes Perplexity's access to your HubSpot data. Disconnecting applies everywhere for your account, including inside plugins.

## **How to activate the HubSpot connector**

**Step 1**

Open [Plugins](https://www.perplexity.ai/computer/plugins) in the sidebar (or **Customize → Connectors** if you don't see Plugins yet).

**Step 2**

Find **HubSpot** on **Discover** or search for it by name.

**Step 3**

Open the **HubSpot** connector's page and select **Connect**.

**Step 4**

You will be redirected to HubSpot to authorize the connection. Sign in to your HubSpot account and grant Perplexity access.

**Step 5**

Once authorized, you will be returned to Perplexity and the connector will show **Connected**.

**Note:** You need to select HubSpot or type `@hubspot` to select the connector with your query.

[![](https://mintcdn.com/perplexity-help-center/Qv3d0vQE9qMlZrQx/help-center/assets/img/1b76487c47_image__2844_29.png?fit=max\&auto=format\&n=Qv3d0vQE9qMlZrQx\&q=85\&s=7e44970b6ff1100f2767b626b2462de5)](../../assets/img/1b76487c47_image__2844_29.png)

This connector can also appear inside a plugin. Connecting it anywhere connects it for your account everywhere, and your connection and your organization's connector settings apply inside every plugin. See [What are plugins?](https://www.perplexity.ai/help-center/help-center/en/articles/2026100701-what-are-plugins.md).

**Note:** If your HubSpot account requires admin approval for third-party app installations, you may need to contact your HubSpot admin before connecting.

## **Trying it out**

Once connected, you can ask Perplexity questions about your HubSpot CRM data. Here are some examples to get started:

### **Look up your contacts**

Select the HubSpot connector and type a query like:

**"Who are my contacts on HubSpot?"**

Perplexity will retrieve your contacts from HubSpot and display them with names, email addresses, companies, and job titles.

[![](https://mintcdn.com/perplexity-help-center/Qv3d0vQE9qMlZrQx/help-center/assets/img/28543f720d_image__2845_29.png?fit=max\&auto=format\&n=Qv3d0vQE9qMlZrQx\&q=85\&s=3bcd13ad82600daf09a04ed4e9c8ed24)](../../assets/img/28543f720d_image__2845_29.png)

### **Browse your companies**

Try asking:

**"What are the companies in my HubSpot profile?"**

Perplexity will return a structured table of companies in your account, including names, domains, websites, and direct links back to each record in HubSpot.

[![](https://mintcdn.com/perplexity-help-center/kBGsQkSG8SPEk_Ye/help-center/assets/img/d8ae2ceeb5_image__2846_29.png?fit=max\&auto=format\&n=kBGsQkSG8SPEk_Ye\&q=85\&s=d952d36fa2f25de8a3e7ee3b4efe1284)](../../assets/img/d8ae2ceeb5_image__2846_29.png)

## **More example queries**

<ul>
  <li>
    **"Show me all open deals in my HubSpot pipeline"**
  </li>

  <li>
    **"What tickets are currently open in HubSpot?"**
  </li>

  <li>
    **"Who are the contacts at ACME Corp?"**
  </li>

  <li>
    **"What is the status of the deal with \[company name]?"**
  </li>

  <li>
    **"List my HubSpot contacts sorted by last modified date"**
  </li>
</ul>

## **How it works**

When you submit a query with the HubSpot connector active, Perplexity takes multiple steps to answer your question:

**Step 1**

**Interprets your question** and determines which HubSpot CRM objects to query.

**Step 2**

**Retrieves the relevant records** from your HubSpot account (you may see progress indicators like "Retrieving the user's contacts from HubSpot" or "Searching for companies in the user's HubSpot profile using CRM object search").

**Step 3**

**Formats the results** into a clear, readable answer — often as a bulleted list or table with links back to the original records in HubSpot.

## **Follow-up questions**

After an initial query, the HubSpot connector stays active in the session. You can ask follow-up questions to drill deeper into your CRM data without re-connecting:

<ul>
  <li>
    *"Tell me more about Maria Johnson"*
  </li>

  <li>
    *"Which of these companies are in San Francisco?"*
  </li>

  <li>
    *"What deals are associated with ACME Corp?"*
  </li>
</ul>

***

## **Frequently Asked Questions**

> **Can Perplexity modify my HubSpot data?**
>
> No. The HubSpot connector is read-only. Perplexity can search and retrieve your CRM records but cannot create, update, or delete any data.

> **What HubSpot plans are supported?**
>
> The connector works with all HubSpot plans that provide CRM API access, including HubSpot Free, Starter, Professional, and Enterprise.

> **Why can't I see certain records?**
>
> Perplexity can only access records that your HubSpot user account has permission to view. If you have restricted permissions in HubSpot, those same restrictions apply when using the connector.

> **Is my data shared with other users?**
>
> No. The connector uses your personal HubSpot authentication. Only you can see your HubSpot data through Perplexity, and it is not shared with other Perplexity users or your team members unless they connect their own accounts.


## Related topics

- [Connectors & Integrations](https://www.perplexity.ai/help-center/help-center/en/collections/18799295-connectors-integrations.md)
- [Using the Connector for Slack](https://www.perplexity.ai/help-center/help-center/en/articles/12167980-using-the-connector-for-slack.md)
- [Using the Dropbox connector](https://www.perplexity.ai/help-center/help-center/en/articles/13060839-using-the-dropbox-connector.md)
- [Using the Box connector](https://www.perplexity.ai/help-center/help-center/en/articles/13130932-using-the-box-connector.md)
