Documentation Index
Fetch the complete documentation index at: https://docs.oneperfectslice.ai/llms.txt
Use this file to discover all available pages before exploring further.
What gets synced
When you connect HubSpot, OnePerfectSlice syncs three entity types:| Entity | Data synced |
|---|---|
| Deals | Name, stage, pipeline, amount, close date, owner, custom fields |
| Companies | Name, domain, lifecycle stage, owner, custom fields |
| Contacts | Email, name, lifecycle stage, owner, custom fields |
Connect HubSpot
Authorize
Click Connect on the HubSpot card. An OAuth popup will appear — authorize OnePerfectSlice to access your HubSpot account.
Sync schedule
- CRM data syncs automatically every 4 hours
- You can trigger a manual resync from the integration settings (rate-limited to once per hour)
- OAuth tokens are refreshed automatically
How CRM data enriches your context
Once connected, CRM data becomes part of the structured context OnePerfectSlice delivers:- Filtering — filter summaries, scorecards, and slice runs by CRM deal, company, stage, or amount
- Enrichment — CRM context is included when slices analyze calls, producing richer and more grounded evidence
- Custom fields — map CRM fields to create custom filters (e.g., filter by industry, deal size tier, or any custom property)
Filter endpoints
The API provides endpoints for searching CRM data programmatically:/filters/crm-deals— search deals by name/filters/crm-companies— search companies by name/filters/crm-deal-stages— list available deal stages/filters/crm-fields— list configured custom fields and their valid values
CRM data is org-scoped because the CRM connection is shared across the organization. Summaries, scorecards, and calls remain team-scoped.