Integrations
Kaypo reads your HubSpot pipeline and the activity around it, scores every open deal, and proves those scores against the deals you have already won and lost. It is the only connection Kaypo requires, because a deal has to exist somewhere before it can be scored.
What Kaypo reads
Deals, companies, contacts and owners, and the engagement attached to them: emails, meetings, notes, tasks and stage changes, each with its timestamp. Note and email text is read for what a buyer said about budget, authority, process and competition.
What Kaypo writes
Nothing, by default. Score writeback is off until somebody turns it on, and when it is on Kaypo writes one number to one custom property on the deal, which you choose. It never edits a stage, an amount, a close date or a note.
What Kaypo stores
The deal, company and contact records it needs to score, the signals derived from activity, and the score history. Email and note bodies are read to derive signals and are not kept. Tokens are encrypted at rest.
Connecting and disconnecting
Connect from Connections inside Kaypo. Disconnecting revokes the token immediately and stops every sync. Kaypo keeps what it has read for thirty days so reconnecting restores the workspace as it was, and removes it after that.