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← User Guide

HubSpot Integration

Connect Kolvera to HubSpot to push contacts and call notes. HubSpot's free CRM works perfectly.

Note: HubSpot uses OAuth 2.0 — you don't need to copy any API keys. Just click Connect and authorise.

Setup Steps

  1. Click Connect HubSpot on the Integrations page
  2. You'll be redirected to HubSpot to authorise Kolvera
  3. Select the HubSpot account you want to connect
  4. Grant the requested permissions (contacts, companies, notes)
  5. You'll be redirected back to Kolvera — done!

Where to Find Your Credentials

API Key / Token: Automatic via OAuth — no API key needed Required Scopes: Contacts (Read-Write), Companies (Read), Notes (Write)

What Gets Synced

HubSpot → Kolvera

  • Contacts with a company are imported as enriched contacts
  • Companies are matched automatically
  • Syncs every 5 minutes when auto-sync is enabled
  • Duplicates are skipped (matched by email or phone)

Kolvera → HubSpot

  • Contacts are pushed when enriched with an email
  • Call notes (AI summary, transcript) pushed after dialler calls
  • Contacts are upserted (created or updated)
  • Source tagged as "Kolvera" for attribution

Team Setup

Each team member connects their own HubSpot account separately. Go to Integrations and each user enters their own credentials. Call notes are pushed to the user's own HubSpot account, and synced contacts are owned by the user who connected.

Connect HubSpot Now