HubSpot is the CRM most mid-market broker agencies already run. Velora's HubSpot integration reads contacts, companies, and deals via HubSpot's REST API, and writes activity timeline events for every Velora-originated send and reply.
Two connection paths: (1) paste a HubSpot Private App access token into /admin/settings → Integrations → HubSpot — fastest, available today; (2) OAuth via Velora's HubSpot developer app — the routes are scaffolded (`/api/auth/hubspot/start` + `/callback`) and ready to enable once the developer app passes HubSpot's review. Both paths feed the same downstream sync code; the auth method is what differs.
The sync is idempotent — Velora-originated activity writes back marked as Velora-sourced so HubSpot never loops it back in as a third-party touch. Field mapping is configurable per-tenant; the default mapping handles the standard HubSpot benefits-broker schema (lives → Number of Employees, renewal date → Custom Date, carrier → Custom Single-line, SIC → Industry).