Overview - Hubspot connector

Updated 16 days ago

Overview

The Hubspot connector allows Simpplr Enterprise Search to index your HubSpot CRM content, making it easily discoverable and searchable directly within Simpplr, alongside all other configured sources.

With this connector, you can:

Search HubSpot contacts, companies, deals, and tickets directly within Simpplr.
Search HubSpot with permissions enforced — for contacts, companies, deals, and tickets, results are filtered to records the signed-in user already has permission to view in HubSpot.
Search results and AI-generated summaries from HubSpot appear alongside all other connected sources in Simpplr.

Capabilities at a glance

Capability	Description
What it indexes	Contacts, Companies, Deals, Tickets (default);
Authentication	HubSpot account service key (Bearer token)
Access level	Read-only — the connector never modifies content in HubSpot
Enforced permissions	Identity-aware for contacts, companies, deals, and tickets, enforced at query time. Syncs users, owners, and teams.
Credential scope	crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read, tickets, crm.objects.owners.read, settings.users.read, settings.users.teams.read (+ sales-email-read if emails are enabled)
Audiences	Connector can be enabled or disabled for specific audiences within Simpplr.
Supported editions	HubSpot Cloud CRM only · On-premises / self-hosted not applicable
Sync schedule	Incremental sync: every hour · Full sync: every week
Filters	Created within last 2 years (default), object type selection, title/subject include or exclude, owner email filter

Content types

Type	Supported	Details
Contacts	Yes	On by default. Name, email, and related CRM properties; document-level permissions from HubSpot
Companies	Yes	On by default. Company name, domain, and related properties; document-level permissions from HubSpot
Deals	Yes	On by default. Deal name, stage, pipeline, amount, and related properties; document-level permissions from HubSpot
Tickets	Yes	On by default. Subject, content, priority, pipeline stage, and related properties; document-level permissions from HubSpot

For fields synced per content type and how each appears in search results, see Content, Sync & Limitations - Hubspot.

Filters

Filter	Description
Created within last 2 years	Applies to: Contacts, Companies, Deals, Tickets, and enabled engagements Enabled by default: Yes
Object type selection	Applies to: all content types Enabled by default: Core four on; engagements opt-in

Filter

Description

Created within last 2 years

Applies to: Contacts, Companies, Deals, Tickets, and enabled engagements

Enabled by default: Yes

Object type selection

Applies to: all content types

Enabled by default: Core four on; engagements opt-in

Known limitations

File Manager files, custom objects, Marketing Hub assets, and Conversations / inbox threads are not indexed.
Deleted HubSpot records are removed from search on the next full sync (weekly), not on incremental sync.
Permission-only role or team changes that do not update a record’s last-modified time are reconciled on the next full sync (weekly), or sooner if you run a manual full sync.
Engagements (notes, calls, emails, meetings, tasks) do not get ingested in this version.

For full detail on each limitation, see Content, Sync & Limitations - Hubspot.

Page	What it covers
Permissions & Security - Hubspot	Auth mechanism, credential scope, permission design, propagation latency, supported editions
Setup - Hubspot	Prerequisites and step-by-step configuration
Content, Sync & Limitations - Hubspot	Fields synced per content type, sync schedules, data freshness, limitations in detail
Troubleshooting & FAQs - Hubspot	Connector-specific issues and FAQs