HubSpot
What Paperbeam reads from HubSpot, the read-only access it asks for and why, filters, and the beats it feeds.
CRM
Read-only OAuth
Deals closed won and lost, stage changes and new opportunities from HubSpot CRM.
What we read
- Deals that were created, changed stage, closed won or closed lost during the reporting window, with amount, pipeline, stage, close date and owner.
- The associated company, to name the customer, and the deal owner, to credit the rep.
- Your pipeline and stage definitions, so stories use your stage names.
Only the reporting window of each edition is read. Paperbeam stores derived facts and short excerpts, not copies of your HubSpot data, and keeps raw evidence only for your retention period.
Access we ask for, and why
| Scope | Why |
|---|---|
crm.objects.deals.read | Read deals, amounts, stages and close dates |
crm.objects.companies.read | Name the customer on each deal |
crm.objects.owners.read | Credit the right rep |
crm.schemas.deals.read | Translate stage ids into your stage names |
All access is read-only. You can revoke it from HubSpot at any time, or disconnect the source in Paperbeam.
Connect HubSpot
- Go to Sources and choose HubSpot.
- Click Continue to HubSpot and approve the read-only access in the window that opens.
- The credential is encrypted before it is stored and never shown again. Use Sync now on the source’s page to see what it collects from the last 24 hours, and set filters there.
You need the admin or owner role in Paperbeam, and enough permission in HubSpot to grant read access to the data listed above.
Filters
Set on the source’s page at Sources›HubSpot. Filtered-out data is never collected.
| Filter | Effect |
|---|---|
| Pipelines | Only read deals in the pipelines you choose (by name or id). Default: all pipelines. |
To keep specific people, channels or topics out of the paper across all sources, use exclusion rules and the never-mention list in House style.
Beats
HubSpot is a source for:
Stories land in whichever of your sections fits them best.
Good to know
- Amounts are reported as the deal amount in your HubSpot currency. Expansions are recognized from your deal type or pipeline.