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Integrations

Connect DocsHub with your favorite tools to create a powerful workflow.

HubSpot CRM Integration

Setting Up HubSpot

  1. 1Go to Settings → Integrations
  2. 2Click "Connect HubSpot"
  3. 3Authorize DocsHub access
  4. 4Your CRM data is now available!

Embedding CRM Records

Type /hubspot to embed:

  • 📇 Contacts
  • 🏢 Companies
  • 💰 Deals
  • 🎫 Tickets
  • ⚙️ Custom Objects
  • 📊 Data Tables

Field Variables

Insert dynamic CRM fields that update automatically:

Type {{ to start:

  • {{contact.email}}
  • {{company.name}}
  • {{deal.amount}}
  • {{ticket.status}}

Export to HubSpot

As Note

Export documents as HubSpot notes attached to records

As Blog Post

Publish directly to HubSpot blog with formatting preserved

AI Integration

Available AI Models

OpenAI

GPT-5 & Mini

Anthropic

Claude 4 & 4.5

Google

Gemini 2.5

xAI

Grok-4

Using AI Assistant

Three Ways to Access AI:

  • 🎯 Toolbar: Click AI button for quick actions
  • 💬 Embedded: Type /ai to add chat in document
  • ✏️ Selection: Select text and click AI bubble

AI Features

Content Generation

  • • Blog posts
  • • Emails
  • • Reports
  • • Creative writing

Text Improvement

  • • Grammar correction
  • • Style adjustment
  • • Summarization
  • • Translation

AI Credits

  • • Monthly allocation per user
  • • Different models use different amounts
  • • Credits refresh monthly
  • • Check usage in Settings → AI Usage

Model Context Protocol (MCP)

What is MCP?

MCP lets AI assistants access external tools and services to help with your work.

Available MCP Servers

GitHub

  • • Read repositories
  • • Search code
  • • View issues/PRs

Notion

  • • Read pages
  • • Search databases
  • • Access knowledge base

Linear

  • • Create/update issues
  • • View projects
  • • Track progress

Custom

  • • Internal tools
  • • Private databases
  • • Company APIs

Connecting MCP Servers

  1. 1. Go to Settings → MCP Connections
  2. 2. Click "Add Connection"
  3. 3. Choose server type or enter custom URL
  4. 4. Authenticate if required
  5. 5. AI can now access these tools!

Linear Integration

Project Management in Documents

Connect Linear to embed and create issues directly from documents.

Embed Issues

  • • Type /linear to search issues
  • • Shows status and assignee
  • • Updates in real-time

Create Issues

  • • Select text in document
  • • Click Linear button
  • • Issue links to document

Other Integrations

Webhooks

Send real-time updates to external services

  • • Document created/updated
  • • User joined
  • • Comment added

OAuth Provider

Let other apps integrate with DocsHub

  • • Register your app
  • • Access DocsHub data
  • • Build custom integrations

Integration Tips

Best Practices

  • 💡 Start Simple - Connect one tool at a time
  • 💡 Test First - Try in a test document
  • 💡 Check Permissions - Ensure proper access levels
  • 💡 Monitor Usage - Track AI credits and API calls
  • 💡 Regular Reviews - Audit connected services