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Search HubSpot in your knowledge base with Duaer

Connect HubSpot to the Duaer knowledge base. People ask about companies, deals and tickets; a record opens to its owner, their team and admins.

What does Duaer find in HubSpot?

Duaer indexes companies, contacts, deals and tickets, up to 1,000 of each, the most recently changed first. A company’s domain and industry, a contact’s job title, a deal’s stage and amount and a ticket’s priority and description are all searchable.

People can ask “What stage is the Initech expansion deal in?”. Duaer answers with a citation, and the citation opens the record in HubSpot.

How do you connect HubSpot to Duaer?

  1. In Duaer, create a HubSpot OAuth2 API credential, or create a private app in HubSpot and use its access token in a HubSpot Service Key credential. The app needs read access to companies, contacts, deals, tickets and owners.
  2. As an owner or admin, open Knowledge base › Data sources, choose the credential on the HubSpot card and click Connect.
  3. When indexing is done, ask a question whose answer is in a HubSpot record and check that the citation points to that record.

Who finds which record?

  • The record’s owner.
  • Members on the same HubSpot team as the owner.
  • The owners and admins of the Duaer organization.
  • A record without an owner is found by owners and admins only.

Members are matched by email to HubSpot users. Archived HubSpot users are left out.

What are the limits?

  • Up to 1,000 records of each object, the most recently changed first.
  • Notes, emails and HubSpot knowledge base articles are not read; HubSpot has no public API for them.

To see how Duaer puts knowledge search and follow-through together, open the Duaer home page.

Questions

Does Duaer change data in HubSpot?

No. Duaer only reads records to index them. It never writes or edits.

Can Duaer use a HubSpot private app token?

Yes. Create a HubSpot Service Key credential in Duaer with it. The app needs read access to companies, contacts, deals, tickets and owners.

Who finds a HubSpot record without an owner in Duaer?

Only the owners and admins of the Duaer organization.

In this section

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