Sentra for HubSpot
Sentra reads HubSpot so account, deal and ticket history sits next to what was said about the customer in meetings, email and chat.
What Sentra syncs
- Contacts, companies, deals, tickets and line items
- Notes, tasks, calls, meetings and quotes
- Leads and custom objects, when you grant those scopes
- Owners and teams, used to enforce access
How it syncs
Hourly incremental sync, with reconciliation so deleted records leave memory too.
Permissions Sentra requests
Read-only CRM scopes: crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read, tickets, crm.objects.quotes.read, crm.objects.line_items.read, crm.objects.owners.read and settings.users.teams.read. Leads and custom object scopes are optional.
Who can see what
A person sees facts from a HubSpot record when they own it or share a team with its owner.
Setup
An admin connects HubSpot from Settings with OAuth.
Using it from agents
Everything Sentra learns from HubSpot is available to ChatGPT, Claude, Cursor and internal agents through the Sentra MCP server and the REST API, with the same access rules applied to every request.