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Overview

Friday can access contacts, deals, tickets, and company data from HubSpot’s CRM (customer relationship management) platform (read-only). To enable these capabilities you must connect the HubSpot integration to your account. The connection is a one-time OAuth authorization; after it’s set up Friday will use the HubSpot integration automatically whenever a task requires it.

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Prerequisites

  1. A HubSpot account with access to the CRM data you want Friday to read.
  2. Permission to authorize third-party apps on your HubSpot portal.

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Step-by-step guide

Friday will automatically detect when you need to connect to HubSpot as part of your regular use.
1

Start with a real HubSpot request

Tell Friday what you want to do with HubSpot. This gives Friday the context it needs to request access and complete the setup.Example prompts:
  • “Show me all open deals in HubSpot that are closing this month.”
  • “List all contacts associated with Acme Corp in HubSpot.”
  • “Every Monday at 9am, summarize the week’s new HubSpot tickets and email them to my team.”
2

Start the OAuth flow

If you haven’t connected HubSpot previously, Friday will automatically detect that you need to go through a one-time OAuth flow.
  • Click Connect HubSpot.
  • You’ll be redirected to HubSpot’s authorization page.
3

Authorize Friday

  • Review the permissions requested.
  • Click Grant access to authorize Friday.
  • HubSpot will return you to Friday with a confirmation that the connection succeeded.
4

Continue your task

After authentication, the task you set up in Step 1 will continue automatically, and Friday will now be able to read your HubSpot CRM data.
5

Use HubSpot for future automations

Whenever you need HubSpot in a task, simply include the HubSpot action in your prompt. Because the integration is now ready, Friday will handle the operation automatically; no further credential steps are required.

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Security and permissions

  • Friday stores the OAuth token securely; the raw token is never exposed to you.
  • The token grants read-only access to contacts, deals, tickets, and company data. Friday cannot create, update, or delete CRM records.
  • Revoking the integration in HubSpot automatically disables the connection; you’ll need to reconnect to restore functionality.

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Revoking access

Note: By revoking access, any current and future Spaces set up with Friday will no longer be able to use HubSpot until you reconnect. To remove the HubSpot token from Friday:
  1. In Friday, go to Settings → Integrations.
  2. Find the HubSpot integration and click Remove.
To revoke Friday’s access from HubSpot:
  1. In HubSpot, go to Settings → Integrations → Connected Apps.
  2. Find the Friday application.
  3. Click Uninstall to remove access.

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Next steps

Capabilities and Integrations

See the full list of what Friday can connect to

Troubleshooting

Solutions for common integration issues