HubSpot CRM Hub

HubSpot is the primary CRM for all RERI acquisition and disposition deal pipelines. This hub is the canonical reference for HubSpot integrations, webhook handler, dual-pipeline architecture, and all KB doc pointers. Read before modifying any deal, contact, pipeline, or HubSpot-related automation. Owned by the acquisitions and dispo workflows; all agent deal writes must route through hubspot-deal-ingest.

Quick reference

Field	Value
Vendor	HubSpot
URL	https://app.hubspot.com / https://api.hubapi.com
Portal ID	6193101
KB doc	API
Auth method	Bearer (Private App Access Token)
Auth credential	op://Aurora/hubspot/api-key
Cred-proxy port	n/a (until B1-B6 ratified)
Webhook port	:18790
Webhook handler	hubspot-handler (workspace/webhooks/hubspot-handler.js)
Webhook dedup table	processed_webhook_events (24h TTL)
Tunnel path	/webhook/hubspot
Outbound API base	https://api.hubapi.com
Rate limits	10 concurrent requests; 100 events/batch
Rate-limit action	429 → exp backoff (3 retries), Discord ops alert
Signature header	X-HubSpot-Signature (HMAC-SHA256: app_secret + request_body)
Cost	Varies by tier; ~$0 API calls; HubSpot subscription separate
Backup/recovery	HubSpot-owned (SaaS); Supabase bidirectional sync for deal state
Discord alert channel	ops
Drift cadence	weekly (security-audit-funnel.timer)
Status	production

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Pipelines

Acquisition Pipeline — ID 877963314

The acquisition pipeline tracks inbound wholesale deal leads from contract holders (CH). All deals sourced from investorlift, direct SMS/OpenPhone inbound, or manual intake land here first.

Field	Value
Pipeline ID	877963314
Pipeline name	Acquisitions
Entry stage	New Lead
Deal-to-deal association	Links to dispo deal on acq approval
Stage sync	Bidirectional: HubSpot ↔ Supabase acquisition_deals table via stage-sync.js
Outreach trigger	smart-outreach-worker.js + unified-outreach-engine.js (Stage 1 via acquisitions-outreach)
Follow-up trigger	follow-up-scheduler.js + follow-up-engine.js (Stages 2-4 via acquisitions-followup)
Primary agent	_summary
Contact create	findContactByPhone() → createContact() in hubspot-deal-creator.js

Key acquisition stages (from ACQUISITION_STAGES in hubspot-deal-creator.js):

• New Lead → Contacted → Under Review → LOI Sent → Under Contract → Closed / Dead

Compliance gates enforced before any HubSpot acq write:

1. gate-computer — prior contact check
2. compliance-gate — TCPA quiet hours, opt-out
3. blast-safety — daily blast cap
4. thread-context — de-duplicate active threads
5. response-generator — LLM quality gate

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Disposition Pipeline — ID 816046

The dispo pipeline tracks outbound deal marketing to buyers and end-investors. Created automatically when an acquisition deal is approved, linked via deal-to-deal association.

Field	Value
Pipeline ID	816046
Pipeline name	Wholesale Deals (Disposition)
Entry stage	New Dispo Deal
Creation source	createDispoDeal() in hubspot-deal-creator.js
Deal-to-deal link	associateDealToDeal() — acq_deal_id ↔ dispo_deal_id
Stage sync	syncAcqStageToDispo() mirrors acq stage transitions
Blast trigger	dispo-blast-engine.js (4-channel coordinator via dispo-blast)
Email trigger	dispo-email-sender.js → BetterFiles TC emails via betterfiles-dispo-emails
Primary agent	Atlas (dispo orchestrator)
Supporting agent	_summary

Dispo stage flow: New Dispo Deal → Marketed → Showing → Under Contract → Closed / Back to Market

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Components

• workspace/webhooks/hubspot-handler.js — main webhook handler (port :18790); HMAC-SHA256 sig verify; Phase 2 workflow action handlers; deal router, TC assignment, deal evaluator, SMS consolidation
• workspace/scripts/hubspot-deal-creator.js — universal deal creator (1006 lines, 11 exports); createDealFromParsed() is the single entry point for all sources
• workspace/scripts/lib/hubspot-client.js — shared HubSpot API client (auth, retry, rate-limit)
• workspace/scripts/lib/stage-sync.js — bidirectional stage sync HubSpot ↔ Supabase
• workspace/integrations/hubspot/actions/deal-router.js — workflow action: route deal to pipeline
• workspace/integrations/hubspot/actions/sms-consolidation.js — workflow action: consolidate SMS into CRM
• workspace/integrations/hubspot/actions/tc-assignment.js — workflow action: assign TC
• workspace/integrations/hubspot/actions/deal-evaluator.js — workflow action: LLM deal scoring
• workspace/scripts/dispo-deal-enricher.js — enriches dispo deal from associated contacts
• workspace/scripts/lib/gmail-label-matcher.js — auto-creates Gmail labels for new deals

How it’s used

• Trigger: Inbound webhook from HubSpot (deal.propertyChange, deal.creation, contact.creation) → Express handler on :18790 → HMAC verify → route to action handler
• Outbound write: Agent dispatches (Aurora, Acq, Atlas) → createDealFromParsed() in hubspot-deal-creator.js → dual-pipeline write (acq 877963314 + dispo 816046) + contact find-or-create + deal-to-deal association
• Agents involved: _summary (ingest + stage), _summary (outreach dispatch), Atlas (dispo), _summary (TC email)
• Failure mode: Webhook HMAC mismatch → 401 discard; Stage sync failure → Supabase fallback write + Discord ops alert; Rate-limit 429 → 3-retry exp backoff
• Success criteria: Deal visible in both pipelines with correct stage, contact linked, deal-to-deal association present, infra_config_changes row written for any config mutation

HubSpot KB — 13 files (largest KB in fleet)

File	Purpose
API	Core CRM objects, auth, rate limits, common operations
WEBHOOKS	Subscription types, HMAC-SHA256 sig, batch limits
ASSOCIATIONS-API	v4 associations, typeIds, deal↔contact↔deal links
CALLS-API	Call logging, recordings, transcripts
CALLING-SDK	Embed calling app in HubSpot UI, inbound caller ID
COMMUNICATIONS-API	Log SMS/WhatsApp/LinkedIn as CRM timeline activities
CONVERSATIONS-API	Threads, messages, live chat, inbox webhooks
ENGAGEMENTS-API	All engagement types: calls, emails, notes, tasks, meetings
TIMELINE-EVENTS-API	Custom app activities on timeline (app 33237015)
APPS-REGISTRY	Portal 6193101 app inventory (5 apps); OpenClaw Main PAT ID 30738541
DEVELOPER-PLATFORM-2026	2026.03 platform migration, CLI commands, app-hsmeta.json
COMMISSION-FIELDS	Deal commission field schema
ENGAGEMENTS-API	Full engagement schema reference

Cross-links

Agents that touch this

• _summary — deal ingestion, stage management, outreach dispatch
• _summary — inbound SMS routing, deal routing decisions
• _summary — TC email automation on dispo deals
• _summary — dispo blast coordination, buyer management

Skills that invoke this

• hubspot-deal-ingest — universal source-agnostic entry point; calls createDealFromParsed(); handles dedup, contact find-or-create, dual-pipeline writes (877963314 + 816046). ALWAYS use this — never reimplement.
• acquisitions-outreach — Stage 1 SMS via OpenPhone/SalesMsg after deal created in acq pipeline
• acquisitions-followup — Stages 2-4 cadence triggered by acq deal stage changes
• dispo-blast — 4-channel buyer blast triggered by dispo deal stage
• betterfiles-dispo-emails — TC email on dispo deal close

Plans that govern this

• openclaw-fragmentation-fix-2026-05-01 — governance/stage-sync stabilization
• supabase-substrate-proactive-intelligence-2026-05-01 — deal state substrate
• openclaw-self-improvement-layer-2026-05-03 — OSIL: GEPA scoring on acquisition deals

Feedback rules

• reference_hubspot_api_key_findings — HubSpot Communications object channel types, Calling SDK schema, association typeIds
• reference_hubspot_developer_platform — HubSpot Dev Platform 2025.2 migration, CLI commands, app-hsmeta.json schema
• feedback_no_assumptions — verify field names against live API; past bugs: event.contact_phone didn’t exist (was event.contact.number)

KB / source docs

• API — core auth + CRM object reference
• WEBHOOKS — webhook subscription types + sig verification
• ASSOCIATIONS-API — v4 association schema + typeIds

System maps

• data-flow — deal data flow from inbound to CRM
• integrations — integration dependency graph
• acq-agent — acquisition agent architecture

Related: Deal-source CRMs

Peer hubs in the deal-source CRM cluster:

• investorlift — marketplace pull; deals flow IL → HubSpot via hubspot-deal-ingest
• supabase — bidirectional deal state sync; acquisition_deals and il_deals tables

Related: Webhook/tunnel cluster

HubSpot is a primary webhook producer. See co-members:

• cloudflare — Tunnel + WAF; FUNNEL-REGISTRY.md governance; DocuSign IP allowlist 90-day rotation
• openphone-quo — SMS inbound from contact holders flows through Quo handler (:18792) then into HubSpot deal context
• salesmsg — SalesMsg SMS inbound (:18793) cross-references HubSpot deal for reply routing
• twilio — voice calls logged back to HubSpot as call engagements

Open issues / TODOs

• PF-C deferred split: If this hub exceeds 400 lines in Wave 2, split to hubspot-acq.md + hubspot-dispo.md with this file becoming a redirect stub
• OpenClaw BetterFiles OAuth redirect still on Tailscale — cutover to webhook.reri.co deferred; see APPS-REGISTRY
• Timeline Events API: app 33237015 has timeline scope but Marketplace Tech Partner gating verification pending Phase 1 re-research
• Granular Permission Migration: review at https://app.hubspot.com/developer-apps/33237015/auth

Recent activity

• 2026-05-03: hub created (Wave 1 W1-S3)