Hubspot Connector: Adding a New Connection

Connection Name Page

 

Setting NameDescription
Display NameThe name of the connection.

Connection Settings Page


Setting Name
Description
Hubspot API KeyAPI Key for your HubSpot account.

Company Custom Properties Page

This page allows you to add additional properties values to company metadata. Checkbox Searchable indicates if users can search results using this property value. Metadata Name with 'hubspot_' prefix is the metadata field name that can be used in index and search rules.
This page doesn't contain company properties that are added as default. To check which properties are added by default go to this page.

Contact Custom Properties Page

This page allows you to add additional properties values to contact metadata. To check which properties are added by default go to this page.

Deal Custom Properties Page

This page allows you to add additional properties values to deal metadata. To check which properties are added by default go to this page.

File Type Page

Setting Name
Description
File Type to index

Select file types Only the most common file types are included by default.

The file extension to index. The options are:

  • Index all file types (default)
    • This one will by default index ALL files, regardless of the file format
    • For file types associated with the built-in DocFilter content filter, all text content available will be indexed
    • For other file types, only available metadata (like file name and path) will be indexed
  • Index selected file types only
    • Will only index the file types listed in the dialog
  • Exclude selected file types
    • Will index everything - except the file types defined in the list

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