> Falconer site index for agents: https://falconer.com/llms.txt. HTML version of this page: https://falconer.com/about/integrations/hubspot/ # HubSpot integration for Falconer | AI knowledge base > Connect HubSpot to Falconer. Falconer reads contacts and deal stages, then checks the customer records against your onboarding docs before a handoff. [Back to integrations](https://falconer.com/about/integrations#all-integrations) # HubSpot integration HubSpot knowledge base integration. Look up HubSpot contacts and deals with Falconer, and check customer details against your team's docs. [Connect to Falconer](https://falconer.com/settings/integrations?q=HubSpot)[Get a demo](https://falconer.com/demo) ![HubSpot logo](https://falconer.com/logos/hubspot.svg) ## 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 | 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 | Falconer acts with the permissions you grant when you connect 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**](https://falconer.com/settings/integrations?q=HubSpot), choose **HubSpot** from the connection list, and sign in with HubSpot. Falconer connects through HubSpot's official integration. [HubSpot's account requirements](https://developers.hubspot.com/docs/apps/developer-platform/build-apps/integrate-with-hubspot-mcp-server) vary by subscription and configuration. Accounts with Sensitive Data enabled cannot provide activity or conversation data through this integration. FAQ ## 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. ## Related integrations [ ![Zendesk](https://falconer.com/logos/zendesk.svg) ### Zendesk Zendesk knowledge base integration. Import help center and support articles. ](https://falconer.com/about/integrations/zendesk) [ ![X](https://falconer.com/logos/x.svg) ### X X knowledge base integration. Find relevant posts and accounts for research and content ideas. ](https://falconer.com/about/integrations/x) [ ![Stripe](https://falconer.com/logos/stripe.svg) ### Stripe Stripe knowledge base integration. Read customer, payment, and subscription records to explain charges. ](https://falconer.com/about/integrations/stripe) [ ![Apollo](https://falconer.com/logos/apollo.svg) ### Apollo Apollo knowledge base integration. Search people, hiring signals, and recorded conversation transcripts. ](https://falconer.com/about/integrations/apollo) [ ### Exa Exa knowledge base integration. Search the web and retrieve source content for research. ](https://falconer.com/about/integrations/exa) ## Other integrations [ ![Slack](https://falconer.com/logos/slack.svg) ### Slack Slack knowledge base integration. Ask questions and manage docs directly from Slack. ](https://falconer.com/about/integrations/slack) [ ![GitHub](https://falconer.com/logos/github.svg) ### GitHub GitHub knowledge base integration. Connect repositories to ask about your codebase. ](https://falconer.com/about/integrations/github) [ ![Notion](https://falconer.com/logos/notion.svg) ### Notion Notion knowledge base integration. Import pages and databases from your workspace. ](https://falconer.com/about/integrations/notion) [ ![Google Drive](https://falconer.com/logos/google-drive.svg) ### Google Drive Google Drive knowledge base integration. Connect your personal Google Drive files. ](https://falconer.com/about/integrations/google-drive) [ ![Linear](https://falconer.com/logos/linear.svg) ### Linear Linear knowledge base integration. Sync issues and projects for context-aware answers. ](https://falconer.com/about/integrations/linear) [ ![Asana](https://falconer.com/logos/asana.svg) ### Asana Asana knowledge base integration. Sync workspaces, projects, tasks, and comments. ](https://falconer.com/about/integrations/asana) [ ![Jira](https://falconer.com/logos/jira.svg) ### Jira Jira knowledge base integration. Sync tickets, projects, releases, boards, and sprints. ](https://falconer.com/about/integrations/jira) [ ![Confluence](https://falconer.com/logos/confluence.svg) ### Confluence Confluence knowledge base integration. Sync documentation from your Confluence spaces. ](https://falconer.com/about/integrations/confluence) [ ### MCP MCP knowledge base integration. Connect external MCP servers by URL using OAuth. ](https://falconer.com/about/integrations/mcp) [ ![Claude](https://falconer.com/logos/claude.svg) ### Claude Claude knowledge base integration. Connect Claude to Falconer through MCP so it can search and cite your real docs and code instead of relying on training data alone. ](https://falconer.com/about/integrations/claude) [ ![Cursor](https://falconer.com/logos/cursor.svg) ### Cursor Cursor knowledge base integration. Add Falconer as an MCP server in Cursor to search your knowledge base and ground answers in your real docs and code without leaving the editor. ](https://falconer.com/about/integrations/cursor) [ ![Codex](https://falconer.com/logos/codex.svg) ### Codex Codex knowledge base integration. Point Codex at Falconer over MCP so it can pull specs and architecture docs before writing a single line of code. ](https://falconer.com/about/integrations/codex) [ ![Google Workspace](https://falconer.com/logos/google.svg) ### Google Workspace Google Workspace knowledge base integration. Sync documents across your Google Workspace. ](https://falconer.com/about/integrations/google-workspace) [ ![Gmail](https://falconer.com/logos/google.svg) ### Gmail Gmail knowledge base integration. Import emails and threads from Gmail. ](https://falconer.com/about/integrations/gmail) [ ![Google Calendar](https://falconer.com/logos/google.svg) ### Google Calendar Google Calendar knowledge base integration. Let the agent read your calendar, find free time, and schedule events you confirm. ](https://falconer.com/about/integrations/google-calendar) [ ![Granola](https://falconer.com/logos/granola.svg) ### Granola Granola knowledge base integration. Sync meeting notes and transcripts. ](https://falconer.com/about/integrations/granola) [ ![Slab](https://falconer.com/logos/slab.svg) ### Slab Slab knowledge base integration. Import posts and knowledge base articles from Slab. ](https://falconer.com/about/integrations/slab) [ ![Bitbucket](https://falconer.com/logos/bitbucket.svg) ### Bitbucket Bitbucket knowledge base integration. Connect Bitbucket repositories to ask about your codebase. ](https://falconer.com/about/integrations/bitbucket) [ ### Websites Websites knowledge base integration. Index a website. Resync it anytime to pick up changes. ](https://falconer.com/about/integrations/websites) [ ![Sentry](https://falconer.com/logos/sentry.svg) ### Sentry Sentry knowledge base integration. Read issues, stack traces, and traces to investigate application errors. ](https://falconer.com/about/integrations/sentry) [ ![monday.com](https://falconer.com/logos/monday.png) ### monday.com monday.com knowledge base integration. Read board items, updates, and docs to track project progress. ](https://falconer.com/about/integrations/monday) [ ![PostHog](https://falconer.com/logos/posthog.svg) ### PostHog PostHog knowledge base integration. Query analytics, feature flags, and experiment results. ](https://falconer.com/about/integrations/posthog) [ ![Vercel](https://falconer.com/logos/vercel.svg) ### Vercel Vercel knowledge base integration. Inspect deployments, project configuration, and runtime logs. ](https://falconer.com/about/integrations/vercel) [ ### AgentMail AgentMail knowledge base integration. Search inbox messages and threads, and draft informed replies. ](https://falconer.com/about/integrations/agentmail) [ ![AWS](https://falconer.com/logos/aws.svg) ### AWS AWS knowledge base integration. Inspect account resources and search AWS service documentation. ](https://falconer.com/about/integrations/aws) [ ![Cloudflare](https://falconer.com/logos/cloudflare.svg) ### Cloudflare Cloudflare knowledge base integration. Read Worker details and request analytics for your edge resources. ](https://falconer.com/about/integrations/cloudflare) [ ![Datadog](https://falconer.com/logos/datadog.svg) ### Datadog Datadog knowledge base integration. Search logs, metrics, monitors, and traces to investigate services. ](https://falconer.com/about/integrations/datadog) [ ![Better Stack](https://falconer.com/logos/betterstack.svg) ### Better Stack Better Stack knowledge base integration. Read monitor status, incident timelines, and uptime telemetry. ](https://falconer.com/about/integrations/betterstack) [ ![Rootly](https://falconer.com/logos/rootly.svg) ### Rootly Rootly knowledge base integration. Read incident records and find historically similar incidents. ](https://falconer.com/about/integrations/rootly) [ ![Supabase](https://falconer.com/logos/supabase.svg) ### Supabase Supabase knowledge base integration. Inspect tables, migrations, and project logs for your database. ](https://falconer.com/about/integrations/supabase) [ ![Neon](https://falconer.com/logos/neon.svg) ### Neon Neon knowledge base integration. Compare development branch schemas and run query diagnostics. ](https://falconer.com/about/integrations/neon) [ ![Upstash](https://falconer.com/logos/upstash.svg) ### Upstash Upstash knowledge base integration. Read Redis statistics, delivery logs, and dead-letter queues. ](https://falconer.com/about/integrations/upstash) [ ![Railway](https://falconer.com/logos/railway.svg) ### Railway Railway knowledge base integration. List services and investigate deployment logs for your projects. ](https://falconer.com/about/integrations/railway) [ ![ClickUp](https://falconer.com/logos/clickup.svg) ### ClickUp ClickUp knowledge base integration. Search tasks, comments, and Docs across your workspace. ](https://falconer.com/about/integrations/clickup) [ ![Airtable](https://falconer.com/logos/airtable.svg) ### Airtable Airtable knowledge base integration. Read bases, Interface data, and automation configuration. ](https://falconer.com/about/integrations/airtable) [ ![Postman](https://falconer.com/logos/postman.svg) ### Postman Postman knowledge base integration. Retrieve API collections, specifications, and environments. ](https://falconer.com/about/integrations/postman) [ ![Mixpanel](https://falconer.com/logos/mixpanel.svg) ### Mixpanel Mixpanel knowledge base integration. Run funnel, flow, and retention queries, and read saved reports. ](https://falconer.com/about/integrations/mixpanel) [ ![Cal.com](https://falconer.com/logos/calcom.svg) ### Cal.com Cal.com knowledge base integration. Read bookings, event types, and availability for your meetings. ](https://falconer.com/about/integrations/calcom) [ ![Tavily](https://falconer.com/logos/tavily.svg) ### Tavily Tavily knowledge base integration. Extract page content, crawl sites, and map documentation. ](https://falconer.com/about/integrations/tavily)