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Connect HubSpot to Realm to make CRM data, activities, and related content searchable. Navigate to Settings > Data sources and click Connect on HubSpot, or click Manage if already connected.

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Connecting HubSpot

Click Connect on the HubSpot data source page. You’ll be redirected to HubSpot’s OAuth flow. Log in and click Connect app to allow access. The person connecting should be a HubSpot admin.
HubSpot OAuth screen showing the permissions Realm requests

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What gets synced

Realm syncs the following HubSpot objects. You can enable or disable each object, and configure which properties are synced per object, from the data source page. Companies, Contacts, Deals, and Tickets appear as standalone search results, while activities are threaded onto them.
ContentSynced
CRM objects (Companies, Contacts, Deals, Tickets)Configurable
Activities (Calls, Communications, Emails, Line items, Meetings, Notes, Quotes, Subscriptions, Tasks)Configurable
File attachments on CRM recordsYes
Marketing data (campaigns)No
Commerce data (invoices)No
Reporting data (dashboards)No

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Configuring properties

For each object, you can choose which properties (fields) are synced. Focus on properties that contain useful searchable content.
HubSpot property selection UI showing properties and objects tabs

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Permissions

All synced HubSpot data is searchable for users with a HubSpot account in your organization.
You can override this by switching to “Everyone in this organization” on the data source settings page, which makes all synced HubSpot data visible to all Realm users.