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Configure the source at AI Training → Data Sources.
Only published Knowledge Base articles are synced. HubSpot indexes drafts separately and does not expose them to third-party integrations. Publish articles in HubSpot before expecting them in OpenCX.

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Set up the sync

1

Create a HubSpot Private App

In HubSpot, go to Settings → Integrations → Private Apps and create an app. Add the cms.knowledge_base.articles.read scope so OpenCX can read full Knowledge Base article bodies through HubSpot GraphQL. See HubSpot’s private apps guide.
2

Open Data Sources

Go to AI Training → Data Sources.
3

Add a HubSpot Knowledge Base source

Click Add source → HubSpot Knowledge Base.
4

Start the sync

Click Connect. OpenCX validates HubSpot Knowledge Base GraphQL access, auto-detects your portal ID, and starts a full pull of published articles with their full body content. Large knowledge bases take longer.
5

Verify in AI Instructions

Open AI Training → AI Instructions. Published articles appear under HubSpot Knowledge Base, each linked to its source URL in your help center.

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What gets synced

Whole-account pull of articles HubSpot exposes through Knowledge Base GraphQL. Titles, full article bodies, source URLs, and selected HubSpot metadata are stored for retrieval.
Published articles with public HubSpot access rules are stored as public knowledge. Published articles with restricted HubSpot access rules are stored as internal knowledge. Drafts and unpublished articles are not pulled and never appear in the index.
Each sync run is a full re-pull with overwrite, so unpublishing or deleting an article in HubSpot removes it from the index on the next successful sync. The cost is that each run is heavier than an incremental pull — adjust the cadence on the connection schedule if you have a very large knowledge base.

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Limits

HubSpot Knowledge Base overview

What this source does and doesn’t.

Troubleshooting

Auth errors, missing articles, slow syncs.

Website crawler

Fallback for draft HTML or scoped subsets.

Connect a knowledge source

All sources.