HubSpot Email Integration & Oracle Intelligence
Your client emails now power your AI.
OnboardFi now ingests email activity directly from HubSpot, turning every client conversation into actionable intelligence. Email engagements — subjects, senders, recipients, and message content — are automatically synced, embedded, and fed into the Oracle, giving you a complete picture of every client relationship without lifting a finger.
- Full email activity sync from HubSpot (company + contact level)
- Automatic Oracle ingestion — emails become queryable knowledge
- Enhanced email display in the account dashboard with sender parsing and direction indicators
- Smarter contact import with improved account matching and resolution
- Parallel email fetching for faster data retrieval
- Robust error handling with clear messaging for permission issues
Ask your Oracle about client communications and get instant, contextualized answers drawn from real email threads.