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Documentation Index

Fetch the complete documentation index at: https://docs.clustr-ai.com/llms.txt

Use this file to discover all available pages before exploring further.

Clustr’s native HubSpot integration surfaces your network intelligence directly inside HubSpot through app cards on deal, contact, and company records.

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Connect HubSpot

  1. Go to Integrations in the Clustr dashboard and select HubSpot.
  2. Click Connect HubSpot. You’ll be redirected to HubSpot to authorize access.
  3. Once authorized, you’ll be returned to Clustr with your portal connected.
Only one CRM can be active at a time. If Salesforce is already connected, disconnect it before connecting HubSpot.

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Enable the Cards

After connecting, you need to add the Clustr cards to your HubSpot record layouts. This is a one-time setup; repeat for deals, contacts, and companies.
1

Open the layout editor

Open any deal (or contact, or company) in HubSpot. In the top right, click Customize record. You’ll see the existing cards listed in the right sidebar.
Layout editor with right sidebar showing existing cards
2

Add a new card

In the right sidebar, hover between two existing cards. A small + button appears between them. Click it to open the “Add cards” panel.
Add cards panel
3

Find Clustr in the card library

In the panel that opens, switch to the Card library tab (second tab). Find the Clustr card and click Add.
Card library showing Clustr Deal Intelligence
4

Save

Click Save and exit (top right). The card now appears on all records of that type.
Card names to look for:
Record typeCard name
DealsClustr Deal Intelligence
ContactsClustr Network Insights
CompaniesClustr Company Insights

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How It Works

Contacts and companies in HubSpot are automatically matched to your Clustr network via domain and LinkedIn URL. Their latest CRM activity is shown alongside relationship data. Each card shows:
  • A confidence score for each referral path
  • The connector who can make the introduction
  • Shared work history and recent engagement activity (calls, emails, meetings)
  • An In CRM flag for prospects already in HubSpot, with a direct link to their record
  • Links to each prospect’s LinkedIn profile and Clustr page
From any card you can Import to HubSpot to push prospects into your CRM, or See all in Clustr to explore the full list.
Clustr Deal Intelligence card showing multiple opportunities

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The Cards

Every card has two tabs. The first tab shows how to reach people (your paths in). The second tab shows what you can leverage (who can be introduced through them).
Deal card showing two tabs
  • At : prospects reachable through your network
  • From : who deal contacts can introduce you to
Closed deals default to the “From” tab.
  • From: who they can introduce you to
  • To : who can introduce you to them
If the contact isn’t in Clustr yet, you’ll see an import prompt.
  • At : prospects reachable through your network
  • From : your contacts who can intro elsewhere

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Settings

Once connected, you can configure write permissions and field mappings from the HubSpot integration settings page.

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Write to HubSpot

PermissionDescription
Create ContactsPush new people Clustr discovers into HubSpot
Create CompaniesCreate company records when a contact’s employer is missing (requires Create Contacts)
Tasks & NotesLog warm-intro requests as tasks and add notes to records

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Field Mappings

Clustr maps its internal data model to your HubSpot field names. The defaults match HubSpot’s standard schema — change them only if your portal uses custom properties. Contacts
Clustr fieldDefault HubSpot field
LinkedIn URLhs_linkedin_url
Emailemail
First Namefirstname
Last Namelastname
Phonephone
Job Titlejobtitle
Companies
Clustr fieldDefault HubSpot field
Namename
Domaindomain
Deals
Clustr fieldDefault HubSpot field
Namedealname
Amountamount
Stagedealstage

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Sync

Click Sync Now to trigger a manual sync between HubSpot and Clustr. The integration also syncs automatically in the background.