| Action | Supported |
|---|---|
| Search and filter CRM records | Yes |
| Retrieve CRM records by ID | Yes |
| Read property definitions and allowed values | Yes |
| Search inbox conversations | Yes, requires an account with Sensitive Data disabled |
| Create or update CRM records | Yes, with write access |
| Retained in Falconer | Yes, in conversation history and workflow output |
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HubSpot integration
HubSpot knowledge base integration. Look up HubSpot contacts and deals with Falconer, and check customer details against your team's docs.
Overview
Falconer is an AI knowledge base that writes and updates your docs as your code changes.
Use HubSpot contacts, companies, and deals with your team's knowledge. Falconer helps explain customer records, prepare account summaries, and draft answers informed by your product docs and customer commitments.
What Falconer can do with HubSpot
What you can ask
Find the Osprey deal and its current stage.
Who is our contact at Osprey?
Which values are allowed for the deal-stage property?
Compare Osprey's deal with the commitments in our onboarding document.
Works best for
Sales, support, and customer success teams preparing customer handoffs.
Setup
Open Integrations → Personal, choose HubSpot from the connection list, and sign in with HubSpot. Falconer connects through HubSpot's official integration. HubSpot's account requirements vary by subscription and configuration. Accounts with Sensitive Data enabled cannot provide activity or conversation data through this integration.
FAQFrequently
Frequently
asked questions
What AI tool answers customer questions using CRM records and company docs?
Falconer connects HubSpot contacts, companies, and deals with your team's documentation. Use it to prepare account summaries, check customer commitments, and draft informed answers to customer questions.
Can Falconer prepare a customer handoff with HubSpot?
Yes. Falconer can compare a deal's stage and contact information with your onboarding document. It connects the customer record with your team's commitments.
Can Falconer see HubSpot records I cannot access?
No. Falconer follows the connected user's record access. Access can differ between object types and inboxes.
Can Falconer change anything in HubSpot?
Yes. Falconer can create or update CRM records available for editing through the connection. What it can change depends on the record type and account access.
