> ## 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.

# HubSpot

> Connect HubSpot to OnePerfectSlice to enrich your structured context with deal, company, and contact data from your CRM.

## 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              |

OnePerfectSlice associates CRM records with calls by matching participant email addresses.

## Connect HubSpot

<Steps>
  <Step title="Open Org Settings">
    Navigate to **Org Settings → Integrations**. You'll need Org Admin permissions.
  </Step>

  <Step title="Authorize">
    Click **Connect** on the HubSpot card. An OAuth popup will appear — authorize OnePerfectSlice to access your HubSpot account.
  </Step>

  <Step title="Configure sync settings">
    After connecting, click **Settings** to configure:

    * **Sync Settings** — toggle Deals, Companies, and Contacts on or off
    * **Field Settings** — select which fields to sync (up to 10 custom fields per entity)
  </Step>
</Steps>

## 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

<Note>
  CRM data is **org-scoped** because the CRM connection is shared across the organization. Summaries, scorecards, and calls remain **team-scoped**.
</Note>

## Disconnecting

You can disconnect HubSpot at any time from Org Settings. Disconnecting clears the OAuth tokens but retains previously synced CRM data.