# Triagic + HubSpot: ticket investigations over your business systems, read-only

> HubSpot in Triagic: Look up contacts, companies, deals, tickets and their associations in HubSpot CRM. Read-only, with a credential you configure.

Source: https://triagic.com/integrations/hubspot

## What you can ask

- Pull the HubSpot record for this customer and summarise the last three interactions
- In HubSpot, has anyone else reported this since Monday?
- Which HubSpot tickets from this account are still open, and who owns them?
- Does HubSpot show a refund or a failed payment for order 8812?
- What did the customer say in the HubSpot thread before this ticket was filed?

## What the agent can do

- `hubspot-get-user-details`
- `hubspot-list-objects`
- `hubspot-search-objects`
- `hubspot-batch-read-objects`
- `hubspot-get-association-definitions`
- `hubspot-list-associations`
- `hubspot-list-properties`
- `hubspot-get-property`
- `hubspot-get-engagement`
- `hubspot-get-schemas`
- `hubspot-get-link`
- `hubspot-list-workflows`
- `hubspot-get-workflow`

## Connect in three steps

1. **Mint a read-only credential in HubSpot.** Create a dedicated user or token that can only read. No write block upstream: an allowlist of the list, search and get tools, and a key granted only read scopes.
2. **Add it in the Triagic portal.** Integrations, then Add shared data source, then HubSpot. Fill in: Access token (required): A Service Key (Settings → Integrations → Service Keys) or an existing private app's access token (pat-…). Grant read scopes only: crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read. Tickets need HubSpot's tickets scope, which also allows writes, so add it only if you want ticket lookups.
3. **Let a desktop pick it up.** Saving validates the shape of what you typed. The first desktop app to sync starts HubSpot locally and reports running or degraded with the error text.

Setup reference: https://triagic.com/docs/integrations/business#hubspot

## Read-only, by construction

No write block upstream: an allowlist of the list, search and get tools, and a key granted only read scopes.

## FAQ

**Can Triagic change anything in HubSpot?**
No. No write block upstream: an allowlist of the list, search and get tools, and a key granted only read scopes. Give it a read-only credential as well, so the guarantee does not rest on one layer.

**What do I need to connect HubSpot?**
Access token. The desktop app on a member's machine starts the connection; the portal never holds a live process.

**Does HubSpot cost extra?**
No. Every connector is included in the seat price. Start a 14-day trial without a card.

## Related integrations

- [Atlassian](https://triagic.com/integrations/atlassian)
- [Stripe](https://triagic.com/integrations/stripe)
- [Slack](https://triagic.com/integrations/slack)
- [Notion](https://triagic.com/integrations/notion)