OppFlow.ai Docs

Integrations

HubSpot

The same CRM contract as Salesforce — OAuth, read sync, write-back — plus webhooks, so changes in HubSpot reach OppFlow without waiting for the next sweep.

Connecting

App Settings › CRM → Connect, then consent in HubSpot. The card shows the portal, the sync cadence and the record count. As with Salesforce, connecting and choosing the system of record are two separate acts.

Webhooks

HubSpot pushes record changes to OppFlow, which keeps the mirror fresher than a schedule alone would. The scheduled sweep still runs as the backstop.

Migration

HubSpot is a valid source and a valid target for CRM-to-CRM migration, in both directions against Salesforce and as a target from the built-in store.

OppFlow.ai docs · by Traversal · v0.1.32