Email and CRM
HubSpot
New contacts, their sources, deals won and the open pipeline from each client's HubSpot.
HubSpot is coming soon. We're finishing the last setup; until then it cannot be connected.
Free for 14 days. No credit card needed.
What it does
Connect HubSpot to your client work.
- New contacts
How many contacts were created in the last 30 days, with the change on the 30 days before.
A tile on the client's Overview - Deals and pipeline
Deals created and won in the period, the won value, and the value of every open deal.
A tile on the client's Overview - Where leads come from
New contacts by HubSpot's original source (organic search, paid, social, email, referrals), and by day.
Visibility, Leads: the client's report and their own Visibility tab
How it works
Connect once. It keeps itself current.
- 1Make a private app in the portal
A Super Admin of the client's HubSpot makes a private app with two read scopes.
- 2Connect with its access token
One token per HubSpot portal: each client's own.
- 3Pick the account
The token reads one portal, matched to its client; it syncs right away.
- 4About once a day
Matches sync again on the scheduled run once the last sync is a day old, or with Sync now.
Before you start
What you need.
- A HubSpot account (any plan, free included) and a Super Admin of it.
- A private app in that account with the read scopes crm.objects.contacts.read and crm.objects.deals.read, and its access token.
Setting it up
Where to find it.
- Sign in to the HubSpot account as a Super Admin.
- Open Development (or Settings, Integrations), then Legacy apps, and create a private app named BravaSpace.
- On its Scopes tab tick crm.objects.contacts.read and crm.objects.deals.read, nothing else, and create the app.
- Open the Auth tab and copy the access token (it starts with pat-).
In the app, Connect HubSpot opens a guided setup with Brava: it asks for each thing in turn, tests the connection and tells you it is working.
Data and privacy
What BravaSpace keeps, and what it can touch.
What is stored
The HubSpot access token, encrypted (AES-GCM) in a table no browser can read, plus the last four characters to tell tokens apart, and the synced numbers per client for 60 days.
Access
Read only: the token has read scopes only. BravaSpace reads counts, deal amounts and each new contact's source; no contact's name or email is kept, and these numbers are not shared with the AI.
Disconnecting
Disconnect HubSpot on its page: the token, every client match and all synced HubSpot numbers are deleted. To cut access in HubSpot too, delete the private app or rotate its token.
Questions
HubSpot questions.
New contacts; deals and pipeline; where leads come from. Read only: the token has read scopes only. BravaSpace reads counts, deal amounts and each new contact's source; no contact's name or email is kept, and these numbers are not shared with the AI.
Open Connect HubSpot in BravaSpace and paste the private app access token; Brava tests the connection before saving it. Sign in to the HubSpot account as a Super Admin. Open Development (or Settings, Integrations), then Legacy apps, and create a private app named BravaSpace. On its Scopes tab tick crm.objects.contacts.read and crm.objects.deals.read, nothing else, and create the app. Open the Auth tab and copy the access token (it starts with pat-). Then match each client to their HubSpot account.
The HubSpot access token, encrypted (AES-GCM) in a table no browser can read, plus the last four characters to tell tokens apart, and the synced numbers per client for 60 days.
Disconnect HubSpot on the HubSpot app page in BravaSpace: the token, every client match and all synced HubSpot numbers are deleted. To cut access in HubSpot too, delete the private app or rotate its token.
Brava reads the error and suggests the fix. The common ones: The token is missing a scope. In HubSpot open the private app, tick crm.objects.contacts.read and crm.objects.deals.read on the Scopes tab, save, and connect again. Copy the access token from the private app's Auth tab. It starts with pat-. HubSpot no longer accepts the token (it was rotated or the app was deleted). Copy the current token from the private app's Auth tab and use Replace key.
Try it with one client.
Add some work. Share a file. Ask for feedback. See what your client sees, with your name on it. Free for 14 days. No credit card needed.