> ## Documentation Index
> Fetch the complete documentation index at: https://playerzero.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Connect HubSpot to PlayerZero for AI-assisted CRM and marketing insights.

HubSpot is a leading platform for marketing, sales, and customer service.

## What You Can Do

Once connected, PlayerZero AI agents can:

* **Read contact and company data** - Access customer information for context during debugging
* **Create and update tickets** - Generate support tickets from debug sessions or update existing ones
* **Add notes and comments** - Post investigation findings to contact records or tickets
* **Search records** - Find related contacts, companies, or deals when investigating issues

## Use Cases

* **Customer context** - When debugging a user-reported issue, agents pull in relevant HubSpot contact and company history
* **Support workflow** - Convert technical findings into well-documented HubSpot tickets
* **Account intelligence** - Understand customer lifecycle stage and engagement when prioritizing issues

## Scopes & Permissions

<Info>
  PlayerZero requests only the permissions needed for AI agents to assist with customer context and support workflows. We follow the principle of least privilege—each permission directly enables a specific capability.
</Info>

### Contact & Company Access

| Scope                         | Why It's Needed                                                                                                                                                    |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `crm.objects.contacts.read`   | **Customer identification** — Allows agents to look up contact details when investigating user-reported issues, correlating application users with HubSpot records |
| `crm.objects.contacts.write`  | **Contact updates** — Enables agents to add notes or update contact records when you ask them to document support interactions                                     |
| `crm.objects.companies.read`  | **Account context** — Provides company information so agents understand customer tier, industry, and relationship when prioritizing issues                         |
| `crm.objects.companies.write` | **Company updates** — Allows agents to update company records with technical findings when relevant to account management                                          |

### Deal & Custom Object Access

| Scope                      | Why It's Needed                                                                                                                       |
| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| `crm.objects.deals.read`   | **Business context** — Enables agents to understand deal stage and value when investigating issues affecting sales-critical customers |
| `crm.objects.deals.write`  | **Deal updates** — Allows agents to flag deals or add notes when technical issues may impact opportunities                            |
| `crm.objects.custom.read`  | **Extended data** — Provides access to custom objects your team has created, enabling agents to understand your full data model       |
| `crm.objects.custom.write` | **Custom updates** — Enables agents to update custom objects when you've extended HubSpot with technical tracking fields              |

### Schema & Administration

| Scope                        | Why It's Needed                                                                                                         |
| ---------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| `crm.objects.owners.read`    | **Team awareness** — Allows agents to identify record owners and suggest appropriate assignees for escalations          |
| `crm.schemas.contacts.read`  | **Field discovery** — Enables agents to understand your contact field structure for accurate data mapping               |
| `crm.schemas.companies.read` | **Field discovery** — Provides company schema so agents can work with your custom company properties                    |
| `crm.schemas.deals.read`     | **Field discovery** — Allows agents to understand deal fields and stages in your sales process                          |
| `crm.schemas.custom.read`    | **Field discovery** — Enables agents to work correctly with your custom object schemas                                  |
| `tickets`                    | **Support workflow** — Full ticket access allows agents to create, read, and update support tickets from debug sessions |
| `oauth`                      | **Authentication** — Required for the OAuth connection flow that securely links PlayerZero to your HubSpot account      |

## Setup

<Note>
  Setup starts in PlayerZero—no pre-configuration in HubSpot is required.
</Note>

1. In PlayerZero, navigate to **Settings → Context → Ticketing**
2. Find **HubSpot** and click **Connect**
3. You'll be redirected to HubSpot to log in and authorize PlayerZero
4. After authorization, select which PlayerZero projects should have access to this integration