Connect CRM and revenue
What the CRM and revenue connections surface, what the AI layer does with them, and how to set one up.
Connections in this category
- HubSpot — Deals and contacts searchable next to the threads about them. · Full description
- Salesforce — Pipeline records the AI layer reads when you ask about an account. · Full description
- Stripe — Payments and subscription events beside the customer conversation. · Full description
- Intercom — Support conversations escalated into the team's own channels. · Full description
- Metabase — Dashboards and question results posted on a schedule. · Full description
What these connections surface
- Attach external conversations to the deal or contact record.
- Surface pipeline changes in the channel that owns the account.
- Keep email and in-workspace replies in one thread.
What the AI layer does with them
- Ask for the status of an account and get pipeline plus conversation.
- Draft a follow-up from what was actually agreed in the thread.
- Include CRM records in enterprise search results.
Setting one up
- Ask an owner to connect the tool — the connection is made once.
- Authorise the connection and pick which channels or spaces it feeds.
- Huub indexes the history in the background — search reaches it within minutes.
Note — Connections are unlimited from Team upwards. Starter is capped at 5.