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.
This integration is read-only, secure, and designed to support account planning, qualification, and prioritisation — without modifying your CRM data.

What the HubSpot integration does

• Displays Urban Cortex insights inside HubSpot Contact records
• Uses address data already stored in HubSpot
• Highlights active or recent construction activity
• Provides summary insights and key signals
• Keeps all processing and file handling outside HubSpot

What the HubSpot integration does not do

• Does not write data back into HubSpot
• Does not create or modify Contacts, Deals, or Notes
• Does not upload files into HubSpot automatically
• Does not require CRM users to manage files

Requirements (before installation)

You will need:

• HubSpot Admin access
• Permission to install a Private App
• 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 (minimal):

• crm.objects.contacts.read
• crm.schemas.contacts.read (optional but recommended)

These permissions allow Urban Cortex to read contact address data only.

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

• No HubSpot data is stored permanently
• No CRM records are modified
• All processing occurs within Urban Cortex infrastructure
• Access governed by HubSpot user permissions

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
• Contact support with your HubSpot portal ID