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Everything you need to write a fair review.

From your first connection to a sealed, delivered review. Set up PerfCopilot, connect your tools, and generate your first cited draft.

Connect HubSpot

Deals, opportunities, contact-owner activity, deal stage movement per employee.

Prerequisites

  • HubSpot account with admin or super-admin role (required to create Private Apps)
  • A PerfCopilot admin account (the Connect button is only visible to admins)

1. Generate credentials in HubSpot

  1. Sign in to https://app.hubspot.com.
  2. Open Settings (the gear icon in the top nav) → Integrations → Private Apps.

📖 Official guide: Private apps — HubSpot's own documentation for creating this credential.

  1. Click Create a private app and name it "PerfCopilot".
  2. On the Scopes tab, enable:
    • crm.objects.deals.read
    • crm.objects.contacts.read
    • crm.objects.owners.read
    • crm.schemas.deals.read
  3. Click Create app and copy the Access token shown once on the confirmation screen.

Copy these values; you'll paste them in the next step:

  • API token (the Private App Access token)

2. Paste into PerfCopilot

  1. Open Integrations on your PerfCopilot admin.

  2. Find the HubSpot card and click Connect (or Manage if already configured).

  3. Paste each value into the matching field:

    | Field in PerfCopilot | Value from step 1 | |---|---| | API token | <your value> |

  4. Click Save.

The HubSpot credential drawer in PerfCopilot — paste your values, then click Save.
The HubSpot credential drawer in PerfCopilot — paste your values, then click Save.

3. Verify

Click Test in the drawer. Expected:

✅ Authenticated as PerfCopilot (private app)

If you see a red error, jump to Common errors.

Common errors

| Message | What it usually means | Fix | |---|---|---| | HTTP 401: This hapikey ... doesn't exist | Token mistyped or the private app was revoked. | Re-open the private app in HubSpot, click Rotate token, and re-paste the new value. | | HTTP 403: scope mismatch | The private app is missing one of the required scopes. | Re-edit the private app, add the missing scope on the Scopes tab, save, refresh the token, and re-paste. | | HTTP 401: <body excerpt> | Credentials rejected. | Re-check that you copied the full token, no leading/trailing whitespace. |

What signals we pull

  • crm — deals_won, contacts_touched

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