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

# Connect HubSpot

> Import HubSpot contacts, let an AI agent work them, and sync every result back to HubSpot.

Connect your HubSpot account so Nexor's AI agents can work your contacts end to end: import the contacts or lists you choose, let an agent contact and qualify each one over WhatsApp, calls, email, or SMS, and get every result written back to HubSpot automatically.

## What syncs

| Data               | Direction       | How                                                                                                                                                                    |
| ------------------ | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Contacts           | HubSpot → Nexor | Import the lists or contacts you choose; each becomes a lead assigned to the agent you pick. Optionally, new HubSpot contacts flow in automatically in near real-time. |
| Contact properties | Nexor → HubSpot | The variables your agent captures — plus qualification status, a conversation summary, and the last-contact date — are written to the contact properties you map.      |
| Deals              | HubSpot ↔ Nexor | Nexor reads deals for conversation context, and your agent can create or update a deal when a lead qualifies (if you enable the deal tools).                           |
| Owners             | HubSpot → Nexor | HubSpot owners are matched to your Nexor sales team so qualified leads land with the right rep.                                                                        |

## Requirements

* A HubSpot account where you can install apps (Super Admin, or a user with **App Marketplace access** permission).
* Admin access to your Nexor organization.
* Any contact property you want Nexor to update must already exist in HubSpot. Nexor updates property values — it never creates, renames, or deletes properties.

## Connect

<Steps>
  <Step title="Open the HubSpot integration">
    Log in to Nexor and go to **Integrations → HubSpot**. The connection is linked to your Nexor organization, so start from Nexor — not from HubSpot.
  </Step>

  <Step title="Authorize">
    Click **Connect**, choose your HubSpot account, review the requested permissions, and click **Connect app**. You'll be returned to Nexor with the connection active.
  </Step>

  <Step title="Choose what to import">
    Pick the lists or contacts to import and the agent that will work them. Set a **default agent** so every imported contact is routed and contacted — contacts without an agent are stored but never worked.
  </Step>

  <Step title="Map fields">
    Map HubSpot properties to Nexor fields — for example **Phone** → phone, **Email** → email, **First name** → name. A lead needs at least a phone or an email.
  </Step>
</Steps>

<Note>
  Nexor connects through OAuth only. You authorize the app from HubSpot's own screen — there are no keys to create or paste, and you can review the exact permissions before granting them.
</Note>

## Permissions Nexor requests

Nexor asks only for the permissions its features use:

| Permission           | Why Nexor needs it                                                                                                                 |
| -------------------- | ---------------------------------------------------------------------------------------------------------------------------------- |
| Read contacts        | Import the contacts and lists you choose.                                                                                          |
| Write contacts       | Update the contact properties you map with captured data, qualification status, summaries, and last-contact date.                  |
| Read lists           | Show your lists so you can pick which ones to import.                                                                              |
| Read owners          | Match HubSpot owners to your Nexor sales team.                                                                                     |
| Read deals           | Give the agent conversation context and match conversions.                                                                         |
| Write deals          | Create or update a deal when the agent qualifies a lead (only used if you enable the deal tools).                                  |
| Read companies       | Show the company associated with a contact.                                                                                        |
| Read and write leads | Find the Lead record linked to a contact and keep its stage and owner in sync (only used if you work with HubSpot's Leads object). |

## Writing results back to HubSpot

Once an agent is working HubSpot leads, you choose exactly which contact properties Nexor keeps updated. In the agent's settings, next to **Variables**, open the mapping panel and pair each Nexor variable with an existing HubSpot contact property. Beyond captured variables, you can also map:

* **Qualification status** — the lead's funnel status, translated to the values of any picklist property you choose.
* **Conversation summary** — a recap of the agent's conversations, written to a text property.
* **Last contact date** — when the agent last interacted with the lead.

<Info>
  Updates are near real-time: properties refresh as the agent captures data and whenever the lead's status changes. Properties are matched by the HubSpot contact ID, so there are no duplicate contacts.
</Info>

## Disconnect

* **From Nexor**: go to **Integrations → HubSpot** and click **Disconnect**. Syncing stops immediately in both directions.
* **From HubSpot**: go to **Settings → Integrations → Connected apps**, find **Nexor**, and click **Uninstall**.

<Warning>
  Disconnecting removes the integration's configuration in Nexor, including list routing and property mappings. Your HubSpot data is never modified or deleted — leads already in Nexor stay in Nexor.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="“This account isn't eligible to install this app”">
    HubSpot developer and some test accounts can't install apps. Connect from your production HubSpot account with a user that has app-install permissions.
  </Accordion>

  <Accordion title="Contacts imported, but no agent contacts them">
    The contacts have no agent assigned. Set a **default agent** in the integration settings (or route each list to an agent), then re-import or assign the leads to an agent.
  </Accordion>

  <Accordion title="A contact property isn't updating">
    The property must already exist in HubSpot with the exact internal name you mapped. For picklist properties, every Nexor value must be mapped to one of the property's options — unmapped values are skipped to protect the rest of the update.
  </Accordion>

  <Accordion title="A contact didn't become a lead">
    A lead needs at least a phone number or an email. Contacts with neither are skipped during import.
  </Accordion>
</AccordionGroup>

## Data and privacy

Nexor stores the HubSpot contact ID and the fields you map (typically name, phone, and email) for the contacts you import. Nothing else is read from your account, and Nexor never deletes HubSpot data. To request deletion of synced data, contact [hola@getnexor.ai](mailto:hola@getnexor.ai).