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HubSpot: Control the display of CRM account fields and record fields in the agent adapter
HubSpot: Control the display of CRM account fields and record fields in the agent adapter
You can now control how CRM account fields (contact and company) and record fields (ticket and deal) appear in the agent adapter for HubSpot integrations. This gives agents immediate access to important context such as VIP status, account ownership, and ticket priority during live interactions.
Administrators: In the Settings > Developer Settings > CRM > Agent Platform > HubSpot > Account Lookup section, there are two new CRM Account Display Fields sections and a new CRM Record Display Fields section.