Quick tipHow toSmart CRM

Use the HubSpot connector for Claude

Set it to ask before updates.

Subscription
Check app requirements
Permissions
Active HubSpot and Claude accounts
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: the connector brings HubSpot context into Claude. HubSpot recommends setting it to always ask for approval before updates. Needs active HubSpot and Claude accounts.

1. In HubSpot

The relevant screen in my demo portal.

Connected Apps page with the tabs, the Needs attention section, and the My Apps table highlighted
Tabs (1), Needs attention (2), and My Apps (3).

2. Worth knowing

Review Sensitive Data settings first.

3. Related

AI connectors and Sensitive Data.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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