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HubSpot

Updated

Overview

HubSpot integrates with Forge in two complementary ways depending on your use case:

  • Coach tool (MCP) — The coach queries your HubSpot CRM data in real time during conversations (contacts, deals, companies).
  • Context provider — HubSpot data enriches the coach's background context for more relevant answers without an explicit query.

Connect HubSpot as a coach tool (MCP)

  1. Go to Settings > Tools.
  2. Under Coach tools, find HubSpot and click + Add.
  3. Follow the HubSpot OAuth authentication flow.
  4. Configure access permissions as needed.
  5. Save the connection.

Once connected, your coach can query HubSpot on demand: "Show me the open deals for this account", "What's the status of this contact?", etc.

Connect HubSpot as a context provider

  1. Go to Settings > Tools.
  2. Under Context providers, find HubSpot and click + Add.
  3. Authenticate via OAuth.
  4. Configure which CRM data to include in the shared coach context.
  5. Save the connection.

The coach then uses HubSpot data as background context to enrich its answers, even without an explicit request from you.

Manage the connection

  • Check status — Ensure the connection is active and working.
  • Edit — Update authentication settings.

Remove the connection

  1. Go to Settings > Tools.
  2. Find the HubSpot connection (coach tool or context provider) and click Delete (trash icon).
  3. Confirm the deletion in the confirmation dialog.

What happens when you disconnect:

  • Coach tool: The coach immediately loses real-time access to HubSpot CRM data — it can no longer query contacts, deals, or companies during conversations.
  • Context provider: The coach loses HubSpot contextual enrichment — answers will no longer benefit from background CRM context.
  • Ongoing conversations are not interrupted, but any query involving HubSpot will be ignored or flagged as unavailable.
  • Data: Forge does not permanently store any HubSpot data — the integration works in real time and no copy of your CRM data is retained after disconnection.
  • You can reconnect HubSpot at any time by repeating the connection procedure.

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