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HubSpot is where many teams keep contacts, companies, deals, and each customer’s history. Connecting HubSpot to Morada OS lets you ask about that content in plain language (“which deals went quiet?”) and ask the assistant to record things back into the CRM, always with your approval. The product interface is currently in Portuguese, so Morada OS labels below are shown as they appear on screen, with English translations in parentheses.

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Before you start

Access to Morada OS

An active account at os.morada.ai, using your company’s corporate login.

Permission in HubSpot

A HubSpot account allowed to install apps: Super Admin or the App Marketplace access permission. If you don’t have it, ask your company’s HubSpot administrator.
The connection is per person. Each user connects their own HubSpot account, and the assistant sees exactly what that account sees: no more, no less.

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How to connect

1

Open the connectors

In the Morada OS side menu, click Conectores (Connectors). The page shows the available accounts and systems.Morada OS connectors screen
2

Pick HubSpot

Find the HubSpot card and click Conectar (Connect). If the shelf is crowded, use the search box at the top.HubSpot card on the connectors shelf, with the Connect button
3

Choose the HubSpot account

HubSpot opens in its own window. If you are not signed in yet, sign in with your email. Then select the account (portal) you want to connect and click Escolher conta (Choose account).HubSpot screen to choose which account will be connected
Companies with more than one HubSpot account hold different data in each. Check the account name and number before moving on.
4

Authorize access

HubSpot lists what Morada OS will be able to access in your account and asks for authorization. Review it and click Conectar aplicativo (Connect app).HubSpot authorization screen listing the Morada OS permissions
While the Morada OS app completes its HubSpot App Marketplace listing, HubSpot shows an unverified-app notice and asks you to type Eu aceito o risco (I accept the risk) to continue. See what that means below.
5

Ready to use

You land back in Morada OS and HubSpot appears under Conectados por você (Connected by you). From there the assistant can query the CRM whenever you ask.

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What the assistant can do

The assistant inherits your HubSpot permissions. If your account can’t see a pipeline or a team, neither can the assistant. Morada OS never widens an access you don’t have.

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Adjusting permissions after you connect

There is nothing to configure on the HubSpot side after connecting: the fine-tuning lives in Morada OS. Open Conectores > HubSpot (Connectors) and you see two lists, O que Morada OS pode ler (What Morada OS can read) and O que Morada OS pode fazer (What Morada OS can do), with a permission pill on each tool:
  • Sempre permitir (Always allow): the tool runs directly whenever your request needs it. This is the default for queries, which change nothing.
  • Perguntar antes (Ask first): the assistant asks for your confirmation in the chat before using that tool. This is the default for anything that writes to the CRM.
You can change the pill on a specific tool, or use Aplicar a todas (Apply to all) to change the whole list at once. Nothing runs outside these lists: there is no automatic routine, schedule, or background sync. The assistant touches your HubSpot only when you ask, in the conversation.

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Using it day to day

Ask in plain language, the way you would ask a colleague. A few examples to start with:
The third one changes the CRM, so it goes through your approval: the assistant assembles the record, shows exactly what will be saved, and waits for you to click Aprovar (Approve). Nothing reaches HubSpot before that, and you can adjust or cancel.
Want better results? Read How to ask well: a three-minute read that improves every request you make.

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How to disconnect in Morada OS

1

Open the connector

Go to Conectores (Connectors) in the side menu and click the HubSpot card.
2

Unlink the account

Click Desvincular (Unlink) and confirm.
The authorization stored by Morada OS is deleted immediately and the assistant stops accessing your HubSpot.
Unlinking settles the Morada OS side. To end the authorization on the HubSpot side as well, remove the app from your account as shown in the next section.

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How to uninstall Morada OS from your HubSpot account

1

Open settings

In HubSpot, click the settings icon in the top navigation bar.
2

Go to connected apps

In the left sidebar menu, go to Integrations > Connected Apps.
3

Uninstall the app

On the Morada OS app, click Actions > Uninstall.
4

Confirm

Type uninstall in the confirmation box and finish. Access ends immediately.
Uninstalling requires the same permission as installing: Super Admin or App Marketplace access.

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Common problems

Right after you authorize, HubSpot shows a security screen asking you to type Eu aceito o risco (I accept the risk) to continue. This happens with every app that has not finished its HubSpot App Marketplace listing, which is in progress for Morada OS, and does not indicate a problem with the connection. If your company’s policy does not allow authorizing apps in that state, talk to your Morada.ai contact before proceeding.
Installing apps in HubSpot requires Super Admin or the App Marketplace access permission. Ask your company’s HubSpot administrator to grant the permission or to connect with their own account.
  1. Check that you connected the right account (portal): companies with more than one HubSpot account usually hold different data in each.
  2. Confirm that your HubSpot user has access to that pipeline or team. The assistant sees the same as you.
Authorizations can expire, for example when the HubSpot password changes or an administrator revokes the app. Unlink HubSpot under Conectores (Connectors) and connect again.

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Next steps

Use cases

Ready-made recipes for everyday work: copy the request, paste it into the chat, adapt it.

Security and privacy

What the assistant sees, what it never does on its own, and how your data is handled.