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AI Data Analyst

AI Analyst for HubSpot Data

Connect your HubSpot CRM, get a shareable dashboard with AI-generated charts and insights in seconds.

Read-only OAuth · GDPR & SOC 2 friendly · Tokens never logged

What you can analyze from HubSpot

Sreniq treats your HubSpot CRM records as a normalised tabular dataset and lets you ask questions in plain English. Typical sources our customers connect from HubSpot:

  • contacts with first name, last name, email, phone, company, created date
  • deals with stage, amount, close date, and pipeline
  • companies with industry, size, and lifecycle stage
  • marketing pipeline conversion through CRM stages
  • revenue by source, owner, or region

How to connect HubSpot to Sreniq

Sreniq uses HubSpot's standard OAuth flow — read-only scopes, no write access, and tokens stored encrypted server-side. Set up takes about a minute.

  1. Click 'Connect HubSpot'

    Sreniq opens HubSpot's OAuth authorization page in a new window. You sign in to the portal you want to analyze.

  2. Approve read scopes

    Sreniq requests read-only scopes for contacts, deals, and companies. No write permissions are ever requested.

  3. Pick a CRM object

    Sreniq lists the three core CRM objects (Contacts, Deals, Companies). Pick one and Sreniq paginates through the records via HubSpot's CRM v3 API.

  4. Chat with the records

    Imported records get normalised into rows; ask questions about funnel conversion, owner performance, deal velocity, or anything else your data supports.

Example questions you can ask

Once your HubSpot data is in Sreniq, you chat with it. Sreniq generates the right chart, table, or narrative for each question — you do not need to pick a visualisation first.

  • What's our deal conversion rate by stage and how has it changed over time?
  • Plot new contacts per week, broken down by lead source.
  • Show top-10 owners by closed-won amount this quarter.
  • Group companies by industry and surface the largest revenue concentrations.
  • Find deals stuck in 'Negotiation' for more than 21 days.

What you get

  • Auto-generated charts (line, bar, area, donut, table) sized for the question you asked
  • AI-written narrative — what the data says, not just how it looks
  • Key takeaways pulled out as headline insights
  • A public, shareable link you can send to teammates or embed
  • Light + dark themes and mobile-responsive output by default
  • All data stays in your session — Sreniq does not retain raw rows

Privacy and permissions

OAuth scopes requested: read-only access to contacts, deals, and companies. No write scopes are ever requested. Tokens are stored encrypted server-side for the session and used only against api.hubapi.com endpoints. Every upstream call goes through Sreniq's SafeFetch helper, which enforces a strict host allowlist, hard size caps, and per-hop redirect re-validation to defeat SSRF and redirect-rebind attacks. Sreniq does not sell or share your data with third parties.

Frequently asked questions

How fresh is the data?
Each import pulls live from HubSpot's CRM v3 API. There is no background polling — re-import to refresh.
Which objects are supported?
Contacts, Deals, and Companies. Custom objects are not currently exposed by the connector.
How big an import is supported?
Records are paginated 100 at a time and capped at a few thousand per import to keep dashboard generation responsive. Filter inside HubSpot first if you need a bigger pull.
Is the integration safe?
All calls go through SafeFetch with a .hubapi.com / .hubspot.com allowlist, 5 MB caps on token / metadata endpoints, 25 MB on data pages, and 5–10 s timeouts.

Ready to analyze your HubSpot data?

Connect HubSpot, ask a question, get a shareable AI dashboard. Free to try — no credit card.