Skip to content

feat: HubSpot CRM integration (#63)#75

Merged
Empreiteiro merged 1 commit intomainfrom
feature/hubspot-integration
Mar 18, 2026
Merged

feat: HubSpot CRM integration (#63)#75
Empreiteiro merged 1 commit intomainfrom
feature/hubspot-integration

Conversation

@Empreiteiro
Copy link
Copy Markdown
Owner

Summary

  • Add HubSpot CRM as a new data source with 10 tables (contacts, companies, deals, tickets, line_items, products, owners + 3 association tables)
  • 5 pre-configured report templates: Sales Pipeline, Sales Performance, Contact & Lead Analysis, Company Analysis, Support Tickets
  • Backend: ask_hubspot.py Q&A script + hubspot_router.py for connection testing and discovery
  • Frontend: HubspotSourceForm.tsx with test connection, object discovery, and i18n (EN/PT/ES)

Test plan

  • Test connection with valid HubSpot Private App token
  • Verify object discovery shows correct counts
  • Create source and ask a question about deals
  • Verify report templates are injected into metadata
  • npm run typecheck passes
  • npm run lint passes

Closes #63

🤖 Generated with Claude Code

Add HubSpot CRM as a new data source type. Fetches contacts, companies,
deals, tickets, line items, products, owners, and 3 association tables
via HubSpot API v3. Includes 5 pre-configured report templates for
sales pipeline, performance, contact/lead analysis, company analysis,
and support tickets.

Closes #63

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@Empreiteiro Empreiteiro force-pushed the feature/hubspot-integration branch from 7bbc87d to 7e4e2de Compare March 18, 2026 21:33
@Empreiteiro Empreiteiro merged commit 23dabb2 into main Mar 18, 2026
0 of 2 checks passed
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

feat: HubSpot CRM integration with fixed schema and report templates

1 participant