The 15Five AI HubSpot integration connects your HubSpot account to 15Five AI, bringing CRM and service data — deals, companies, tickets, activities, and conversations — into the context agents draw on. A HubSpot Super Admin authorizes the connection once and chooses which optional data objects to include.
Access and Availability
| Role | Requirement |
|---|---|
| HubSpot Super Admin | Required to authorize the OAuth connection and approve requested scopes |
| 15Five Company Admin, HR Admin, or IT Admin | Required to initiate the connection from Agents Hub |
The same person can hold both roles, or two people can coordinate setup.
Note: To ensure the highest level of security, 15Five is continually investing in our overall information security program, resources, and expertise. To review 15Five’s security documents, and how we handle your company data, see our Trust Website.
Feature Structure
The integration is configured from Agents Hub > Integrations > HubSpot.
Permissions and Access
Access is scope-based. When the HubSpot Super Admin authorizes the connection, they approve a set of OAuth scopes that define what 15Five AI can read. Two scopes are always required. The rest are optional and selected by default — uncheck any you do not want included before authorizing.
You choose what’s included at connect time. All optional scopes are selected by default. After connecting, the selection cannot be changed in place. To add or remove objects, disconnect the integration and connect again with a new selection.
Insights follow HubSpot permissions. Each person’s experience in 15Five AI reflects their access in HubSpot.
Requested Scopes
| Permission | What 15Five AI uses it for | Data affected |
|---|---|---|
| oauth (required) | Complete the HubSpot connection | N/A — used for connecting |
| crm.lists.read (required) | Required to authorize the app. HubSpot lists are not currently synced | N/A — used for authorizing the app |
| crm.objects.owners.read | Read HubSpot owners (internal people) | Users |
| crm.objects.companies.read | Read companies | Accounts |
| crm.objects.deals.read | Read deals, including pipeline and stage | Opportunities |
| crm.objects.contacts.read | Read notes, tasks, calls, emails, and meetings. Contact records themselves are not synced | Notes, tasks, engagements |
| sales-email-read | Read the body of logged sales emails | Engagements (email) |
| crm.objects.line_items.read | Read deal line items | Line items |
| crm.schemas.line_items.read | Read line item properties needed to interpret those records | Line items |
| crm.objects.quotes.read | Read quotes | Quotes |
| crm.schemas.quotes.read | Read quote properties needed to interpret those records | Quotes |
| tickets | Read support tickets | Tickets |
| conversations.read | Read inbox conversations and messages | Conversations, messages |
| crm.objects.products.read | Read products associated with deals | Products |
| e-commerce | Used with product access for deal commerce records | Products |
Descriptions of each HubSpot scope are in HubSpot’s documentation.
What Gets Synced
What 15Five AI syncs is determined by the optional objects selected when the Super Admin connects. All optional objects are selected by default.
| Object | What it covers |
|---|---|
| Deals | Pipeline, stage, line items, products, and quotes |
| Companies | Company records in your HubSpot CRM |
| Owners | Internal HubSpot owners associated with synced records — the people on your team, not external contacts |
| Activities | Notes, tasks, calls, emails, and meetings logged in HubSpot. Email bodies are included when sales email read is selected |
| Tickets | Support tickets in HubSpot |
| Conversations | Inbox threads and their messages |
What’s Not Currently Synced
- Contacts — contact records are not ingested
- Leads — lead records are not ingested
- Lists — crm.lists.read is requested to complete authorization; lists themselves are not synced
Backfill and Sync Cadence
On first connect, 15Five AI backfills up to one month of history. After that, records sync incrementally multiple times each day. Initial sync typically completes within 24 hours.
Key Rules
- The OAuth scopes approved at connect time define what 15Five AI can access. To change which objects are synced, disconnect and reconnect with a new selection.
- All optional scopes are selected by default. Uncheck any you do not want included before authorizing.
- The integration is read-only. 15Five AI reads HubSpot records for context and cannot create, edit, or delete any data in HubSpot.
- Contact and lead records are not synced. The contacts read scope is used to access activity records (notes, tasks, calls, emails, meetings), not contact records themselves.
- The integration can be disconnected at any time from Agents Hub > Integrations, or by uninstalling the app from HubSpot under Settings > Integrations > Connected Apps.
Common Questions
What HubSpot data syncs to 15Five AI?
15Five AI syncs deals, companies, owners, activities (notes, tasks, calls, emails, meetings), tickets, and conversations — depending on which optional scopes were selected at connect time.
What HubSpot data does not sync to 15Five AI?
Contact records, lead records, and lists are not synced. The contacts read scope is used to access activity records, not contact records themselves.
How is HubSpot access scoped?
Access is scoped through OAuth scopes approved by a HubSpot Super Admin at connect time. Insights follow HubSpot permissions — each person’s experience in 15Five AI reflects their access in HubSpot.
Can I change which objects are synced after connecting?
Not in place. To add or remove objects, disconnect the integration from Agents Hub and connect again with a new selection.
Can 15Five AI change HubSpot data?
No. The integration is read-only. 15Five AI reads HubSpot records for context and cannot create, edit, or delete any data in HubSpot.
What You Can Do
Set Up
- Connect work system integrations (Admin) — general integration setup process
Manage
- Disconnect or reconnect from Agents Hub > Integrations > HubSpot