HubSpot
Deals, companies, contacts, notes, activities, quotes
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SharePoint
Documents, folders, photos, reports, scope files
WorkflowMax
Jobs, quotes, clients, notes, delivery records
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Connector Settings
Configure the server-side connections used for live HubSpot, SharePoint, and WorkflowMax searches.
Secret handling
Keys are submitted to the backend and are never returned to the browser after saving. For production, keep credentials in backend environment variables so they stay saved across deployments.