NexaHub for HubSpot

NexaHub is a company context and commitments layer. Connected to HubSpot, it reads your contacts, companies, deals and tasks so your team can ask about customers and get answers that cite the HubSpot record, and so every HubSpot task is followed in NexaHub Work alongside commitments from meetings and documents. NexaHub writes to HubSpot only what a person confirms.

Connect HubSpot

Sign in to NexaHub at https://app.nexahubs.co as a workspace owner or admin.
Open https://app.nexahubs.co/resources and expand Connected apps. Under CRM, find HubSpot and choose Connect.
Choose the HubSpot account to connect. HubSpot lists the permissions: the required ones (contacts, companies, deals; HubSpot serves tasks and notes on the contacts permissions) and one optional one (owners). Leave owners on so each HubSpot task lands with the right person in NexaHub Work.
Choose Connect app. You return to NexaHub, which shows HubSpot as connected.
On the HubSpot card, under “Choose which CRM records to sync”, tick Contacts, Companies, Deals and Tasks as you wish, then Save selection. Only what you choose is synced, searched or shown.

Use it

The first sync starts at once; after that NexaHub reads changes regularly, and Re-sync now reads them immediately.
Ask NexaHub about a customer in plain language. Answers cite the HubSpot record they came from.
HubSpot tasks appear in NexaHub Work with their owner (matched by the owner's email in HubSpot, never by name), due date, status and customer. Completing, starting or reopening a task in NexaHub updates it in HubSpot, and changes made in HubSpot come back to NexaHub.
When NexaHub proposes a HubSpot change (a new contact, a deal update, a task, a meeting note), nothing is written until a person reviews and confirms it.

Remove it

In NexaHub: Resources → Connected apps → HubSpot → Disconnect. NexaHub stops reading and withdraws its access token at HubSpot.
Or in HubSpot: Settings → Integrations → Connected apps → NexaHub → Uninstall.
Records already read stay in your NexaHub workspace until someone deletes them there; a record deleted in HubSpot is removed from NexaHub on the next sync.

Shared data

Every HubSpot object NexaHub can access, and in which direction. Read and write together means a two-way sync for that object.

HubSpot object	NexaHub reads	NexaHub writes (only after a person confirms)	Permission
Contacts	Name, email, phone, company, job title, lifecycle stage	Creates and updates a contact; deletes one only on explicit confirmation	crm.objects.contacts.read / .write (required)
Companies	Name, domain, phone, city, country, industry	Never	crm.objects.companies.read (required)
Deals	Name, amount, stage, pipeline, close date, next step, won/closed	Creates and updates a deal and links it to its contact or company; deletes one only on explicit confirmation	crm.objects.deals.read / .write (required)
Tasks	Subject, status, due date, priority, owner, linked contact and company	Creates a task; updates its status, subject, due date and owner, in both directions	crm.objects.contacts.read / .write (HubSpot serves tasks on the contacts scopes)
Owners (users)	Name and email, to match a task's owner to a NexaHub member	Never	crm.objects.owners.read (optional)
Notes	Only a note NexaHub itself just wrote, to confirm it saved	Adds a meeting note to a record	crm.objects.contacts.write (HubSpot serves notes on the contacts scopes)

What NexaHub does not do

It does not read emails, calls, meetings, files or attachments stored in HubSpot.
It never writes to HubSpot without a person confirming the change.
Without the optional owners permission, HubSpot tasks still arrive in NexaHub Work, but unassigned: NexaHub matches a task's owner by email and cannot read it. Reconnect HubSpot and allow owners to assign them.

Data read from HubSpot stays in your NexaHub workspace under its access rules. See the privacy policy for details. /privacy-policy

Questions: support@nexahubs.co