HubSpot Installation & User Guide (CRM Access)

Overview

Urban Cortex integrates directly with HubSpot to surface planning intelligence inside your CRM, helping teams identify existing and past clients who are actively undertaking construction projects.
The integration reads address data from your HubSpot Contacts, matches it against Urban Cortex planning data, and (when enabled) writes the results back to the same Contact record as dedicated Urban Cortex fields (custom properties).

What the HubSpot integration does

• Reads your HubSpot Contact address fields (e.g. address, address2, city, state/region, postcode/zip, country)
• Matches the Contact’s address against Urban Cortex planning data
• Shows the results inside HubSpot (e.g. via CRM card and Contact properties)
• (When enabled) writes results back to the Contact as dedicated Urban Cortex properties (e.g. match status, last checked time, best-match link)
• Keeps all planning data processing and file handling within Urban Cortex infrastructure (no file uploads into HubSpot)

What the HubSpot integration does not do

• Does not create new HubSpot records
• Does not update Deals, Companies, Notes, Emails, or Calls
• Does not overwrite your existing address fields (it reads them; it does not change them)
• Does not upload files into HubSpot

Requirements (before installation)

You will need:

• HubSpot Admin access
• Permission to install connected apps
• No Private App token is required (installation is via a HubSpot connected app / OAuth)
• Contact records with:
  
  • Address fields populated (minimum: address + postcode)

Step 1 — Install the Urban Cortex HubSpot App

1. Open the installation link provided by Urban Cortex
2. Review requested permissions
3. Approve the installation

Permissions requested:

• Default (CRM card / read-only): crm.objects.contacts.read
• If write-back is enabled: crm.objects.contacts.write

The read scope allows Urban Cortex to read Contact address fields to generate the CRM card. If your account has write-back enabled, Urban Cortex will also request write permission so it can write results into dedicated Urban Cortex Contact properties (it does not overwrite your existing address fields).

Step 2 — Verify installation

1. Open any HubSpot Contact record
2. Scroll to the CRM cards section
3. Locate the Urban Cortex card

If the card is visible, the installation is complete.

Step 3 — Using Urban Cortex inside HubSpot

How results appear

• Urban Cortex displays summary-level insights
• Results update automatically based on the contact’s address
• No user action required once installed

Typical use cases

• Account managers identifying cross-sell opportunities
• Brokers reviewing existing client portfolios
• Teams prioritising outreach based on live project signals

Data freshness & limits

• Data refresh frequency depends on your agreement
• Results are optimised for insight, not bulk exports
• High-volume analysis is handled via the Portal (see Portal Guide)

Security & compliance

• Access is governed by HubSpot user permissions and the scopes approved during installation
• Only Contact data required for matching is processed (address fields)
• Results are written to dedicated Urban Cortex Contact properties
• All processing occurs within Urban Cortex infrastructure

When to use the Portal instead

Use the Portal if you need:

• File uploads
• Bulk analysis
• Long-running jobs
• Excel outputs
• Bespoke data formats

Support

If the CRM card does not appear or shows no data:

• Confirm address fields are populated
• Confirm the app is installed for your account
• If you expect write-back, confirm you approved write permission during installation
• Contact support with your HubSpot portal ID