# Connect HubSpot

Connect your HubSpot account to Jace AI for CRM context and updates.

## Overview

This guide shows how to connect your HubSpot account to Jace AI so Jace can pull CRM context (companies, contacts, deals) and write back updates (like notes, deals, and associations) with your approval.

## Prerequisites

Before you begin, make sure you have:

- A Jace AI account
- A HubSpot account with permission to install/authorize apps (typically an Admin or a user with app install permissions)
- Pop-ups enabled for the authorization screen (recommended)

## Connect HubSpot step by step

### 1. Open Jace settings

In Jace, open the Settings panel.

### 2. Go to Integrations

Click **Integrations** (sometimes labeled "Integrate" depending on UI).

### 3. Find HubSpot

In the integration search bar, type "HubSpot". Select **HubSpot** from the results.

### 4. Click Connect

Click **Connect** to begin authorization.

### 5. Approve in HubSpot

You'll be redirected to HubSpot to approve the connection. Review the permissions requested and click **Authorize** / **Grant access** (wording may vary).

### 6. Return to Jace

After approval, you'll return to Jace. HubSpot should now show as **Connected** in your integrations list.

## Confirm it's working

In Jace, ask a question that requires HubSpot data, for example:

"Show me everything we know about Cookies.com from HubSpot."

Jace will load the HubSpot toolbox and may display step-by-step actions (e.g., looking up the company, related contacts, and deals).

## What you can do after connecting

Once connected, you can use Jace to:

- Retrieve CRM context about companies, contacts, and deals
- Create CRM updates such as:
  - Notes generated from your conversation or email context
  - Deals (e.g., "open a new deal for $4,000")
  - Associations (linking a deal to the right contact and company)

For actions that change data (create/update/associate/delete), Jace may ask you to confirm before proceeding.

## Disconnect HubSpot from Jace

If you want to stop Jace from accessing HubSpot:

1. In Jace: **Settings → Integrations → HubSpot**
2. Click **Disconnect** (or equivalent)
3. Confirm the disconnect

After disconnecting, Jace will no longer be able to read from or write to your HubSpot account.

## Uninstall (optional)

If you installed a HubSpot app entry for Jace, you can also remove it from HubSpot:

1. In HubSpot: **Settings → Integrations → Connected apps**
2. Find **Jace AI**
3. Click **Uninstall** / **Remove access**

Uninstalling removes HubSpot's authorization for Jace.

## Troubleshooting

### I don't see HubSpot in the integrations list

Make sure you're in **Settings → Integrations** and try searching "HubSpot" again.

### Authorization page doesn't open

Allow pop-ups and try again. Try a different browser or an incognito window.

### Connected, but Jace can't find my company/contact/deal

Verify the record exists in HubSpot and try searching by exact domain/name. If you use custom properties, ensure they're accessible in your portal.