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Does HubSpot Allow Read-Only Data Access Like Notion?

Avatar of Marc-Alexander VetterMarc-Alexander Vetter
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Am I correct in assuming that, by using "Hubspot as a tool," I will not be able to establish a connection like we have with Notion (read only, for context purpose) but that the tool is focussed on taking actions? Has anyone established a connection to Hubspot successfully that helps their agents gain context only (companies, contacts, deals, emails/interactions saved in Hubspot, etc.)?

6 comments

  • Avatar of Thomas Albisser
    Thomas Albisser
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    Yes, hubspot tool can "get data" like tickets, company, deal etc ... to be honest, I kept Hubspot as a datasource too, sometimes it is just quicker & more efficient

  • Avatar of Marc-Alexander Vetter
    Marc-Alexander Vetter
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    thanks -> to be honest, I kept Hubspot as a datasource too, sometimes it is just quicker & more efficient -> how do I set up Hubspot as a data source?

  • Avatar of Marc-Alexander Vetter
    Marc-Alexander Vetter
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    thanks but doesnt this give you only very limited data?

  • Avatar of Marc-Alexander Vetter
    Marc-Alexander Vetter
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    (no visiblity into multiple deals into multiple deals with the same company, no possiblity to source info from emails exhanged, etc.

  • Avatar of Thomas Albisser
    Thomas Albisser
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    you can adjust the script or ask your agent to use HS tool if it needs more info.