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CRM & support

HubSpot

Connect HubSpot with a private app token and build tools on contacts, companies, deals and tickets. Clean up records in bulk, route leads by your own rules, or give finance a view of deals about to close. Every update is logged with the person who made it.

CRM & support

HubSpot

Connect HubSpot with a private app token and build tools on contacts, companies, deals and tickets. Clean up records in bulk, route leads by your own rules, or give finance a view of deals about to close. Every update is logged with the person who made it.

01 — Overview

HubSpot holds your customer records, and the jobs around them often happen somewhere else. Lead routing lives in a spreadsheet, data cleanup waits for a quiet week, and finance asks sales for the same deal report every Friday. Chamfer lets you build those tools on live HubSpot data. A lead router, a duplicate cleaner or a closing-deals view can each be built in an afternoon.

Describe the tool and the Bench reads your objects, properties and pipelines, including custom ones. Bulk edits preview the records they will change and can require a Sign-off above a set count. Chamfer connects with a private app token scoped to the objects you choose, and every update appears in the Logbook as well as in HubSpot’s own property history. Teams outside sales see only the properties their app role allows.

02 — What you can do

Custom properties

The Bench reads custom objects, properties and pipelines, so tools match your portal.

Previewed bulk edits

See every record a bulk change will touch before it runs, with a cap on batch size.

Scoped tokens

Connect with a private app token that reaches only the objects your tools need.

03 — FAQ

Before you connect HubSpot

How does Chamfer connect to HubSpot?

Can we work with custom objects?

Are bulk updates safe to run?

Does Chamfer count against HubSpot API limits?

Connect one source and describe your first app

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