Connecting HubSpot CRM to Craveva

Overview

Prerequisites

• Active HubSpot account
• HubSpot API access (included in all plans)
• Private app access token
• Craveva AI account

Step 1: Create HubSpot Private App

1. Log in to your HubSpot account
2. Navigate to Settings → Integrations → Private Apps
3. Click Create a private app
4. Fill in app details:
5. Configure scopes (permissions):
6. Click Create app
7. Copy your Access Token (shown only once - save securely)

• - App Name: "Craveva AI Integration"
• - Description: "AI-powered CRM automation"
• - crm.objects.contacts.read: Read contacts
• - crm.objects.contacts.write: Write contacts
• - crm.objects.companies.read: Read companies
• - crm.objects.deals.read: Read deals
• - crm.objects.deals.write: Write deals
• - sales-email-read: Read sales emails
• - sales-email-write: Send sales emails

Step 2: Connect HubSpot in Craveva

1. Log in to Craveva AI dashboard
2. Navigate to Data Sources → Connect New Data Source
3. Select REST API connector
4. Choose CRM & Loyalty Programs category
5. Enter connection details:
6. Click Test Connection
7. If successful, click Save

• - Name: "HubSpot CRM"
• - Base URL: https://api.hubapi.com
• - Auth Type: Bearer Token
• - Token: Your HubSpot Access Token

Step 3: Configure Endpoints

• Contacts: /crm/v3/objects/contacts - Customer contacts
• Companies: /crm/v3/objects/companies - Company records
• Deals: /crm/v3/objects/deals - Sales deals
• Tickets: /crm/v3/objects/tickets - Support tickets
• Emails: /crm/v3/objects/emails - Email communications
• Properties: /crm/v3/properties - Custom properties

Step 4: Create HubSpot Agents

Contact Management Agent

1. Automate contact creation
2. Update contact information
3. Segment contacts
4. Personalize communications

Sales Pipeline Agent

1. Track deal progress
2. Predict deal closure
3. Identify stuck deals
4. Optimize sales process

Customer Insights Agent

1. Analyze customer behavior
2. Identify high-value customers
3. Predict churn risk
4. Recommend actions

Available Data

• Contacts and companies
• Deals and pipelines
• Tickets and support
• Email communications
• Custom properties
• Marketing data
• Sales analytics

Use Cases

Automated Lead Management

• Capture leads automatically
• Qualify leads with AI
• Route leads to sales team
• Track lead conversion

Sales Automation

• Update deal stages
• Generate sales reports
• Predict revenue
• Optimize sales process

Customer Engagement

• Personalize communications
• Track customer interactions
• Identify upsell opportunities
• Reduce churn

Troubleshooting

• Verify access token is correct
• Check token hasn't expired
• Ensure private app is active
• Verify scopes are correct

• Check HubSpot has contacts/deals
• Verify API scopes include read access
• Ensure date filters are correct
• Wait for data sync

Next Steps

• Set up lead automation
• Create sales dashboards
• Build customer insights
• Integrate with marketing tools