> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Connect HubSpot CRM to Ravenna to give agents access to deals, contacts, companies, and pipeline data when answering customer questions in Slack.

Connect HubSpot CRM to give agents access to deal data, company information, and sales pipeline insights directly from your service desk.

Agents can search and retrieve HubSpot deals, helping your team answer questions about sales pipeline, deal status, and customer relationships without leaving Slack.

## What you can do

<CardGroup cols={2}>
  <Card title="Search deals" icon="search-check">
    Find deals by company, owner, priority, amount, stage, or date ranges with advanced filtering
  </Card>

  <Card title="Company lookups" icon="building">
    Search for companies by name and view associated deals and contacts
  </Card>

  <Card title="Owner management" icon="user">
    Find deal owners by email and see their assigned deals
  </Card>

  <Card title="Contact search" icon="book-user">
    Look up contacts by email to find related deals and company associations
  </Card>
</CardGroup>

## Agent tools

When HubSpot is connected, Ravenna agents gain access to these tools:

<AccordionGroup>
  <Accordion title="List deals" icon="list">
    Retrieve recent deals from HubSpot with automatic company enrichment. Best for queries like "show me recent deals" or "list all deals and group by company."

    **Includes automatically:**

    * Deal name, amount, stage, and pipeline
    * Associated companies with names and domains
    * Health indicators (probability, forecast category)
    * Engagement metrics (last activity, contact count)
  </Accordion>

  <Accordion title="Search deals" icon="search-check">
    Advanced deal search with flexible filtering using HubSpot's filter API. Supports complex queries with AND/OR logic.

    **Filter options:**

    * Priority (high, medium, low)
    * Deal stage and pipeline
    * Amount ranges
    * Open/closed status
    * Company, owner, or contact associations
    * Date ranges (created, modified, close date)

    **Example queries:**

    * "Show me high priority deals"
    * "Find open deals over \$50k"
    * "Deals closing this month for ABC Company"
  </Accordion>

  <Accordion title="Get deal details" icon="briefcase-business">
    Retrieve comprehensive information about a specific deal including health indicators, engagement metrics, revenue data, and associated companies/contacts.
  </Accordion>

  <Accordion title="Search companies" icon="building-2">
    Find HubSpot companies by name with partial matching. Returns company IDs, names, and domains for use in deal filtering.
  </Accordion>

  <Accordion title="List owners" icon="users">
    List HubSpot owners (users who can own deals) or find a specific owner by email. Returns owner IDs for use in deal filtering.
  </Accordion>

  <Accordion title="Search contacts" icon="id-card">
    Find HubSpot contacts by email address. Returns contact IDs, names, and emails for use in deal filtering.
  </Accordion>
</AccordionGroup>

## Deal data enrichment

Ravenna automatically enriches deal data with:

<Tabs>
  <Tab title="Company associations">
    Every deal includes associated companies with:

    * Company ID and name
    * Domain information
    * Primary company designation

    This enables grouping and analysis by company without additional API calls.
  </Tab>

  <Tab title="Health indicators">
    Track deal health with:

    * Stage probability
    * Forecast category and amount
    * Closed/won/lost status
    * Days in current stage
  </Tab>

  <Tab title="Engagement metrics">
    Monitor deal activity:

    * Last activity date
    * Associated contact count
    * Notes count
    * Time in deal stage
  </Tab>

  <Tab title="Revenue fields">
    Access revenue data when available:

    * ARR (Annual Recurring Revenue)
    * MRR (Monthly Recurring Revenue)
    * TCV (Total Contract Value)
    * ACV (Annual Contract Value)
  </Tab>
</Tabs>