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HubSpot

Linking your HubSpot with Vega dramatically enhances results for client-related queries in the chat or for background outputs (meeting notes or email response drafts for example). Vega will access details in your HubSpot as well as tasks and notes.

Vega can also create or modify entities. For example, after a meeting, Vega can create notes, and suggest contact changes and new tasks that you will be able to sync to your HubSpot. As another example, as your conversation with a client progresses by email, Vega can identify tasks and status and suggest updates to be synced to HubSpot.

Contact information presented on the Contacts page is view-only for contacts imported from HubSpot. The same goes for tasks imported from HubSpot on the Tasks page. Data synchronization goes one way in these contexts: from HubSpot to Vega. HubSpot should be considered as the source of truth.

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