This project automates the process of generating an AI-powered research report for new HubSpot leads and attaching a link to that report back onto the HubSpot contact record.

• A HubSpot account with admin rights to:
  • Create Private Apps.
  • Manage CRM properties.
  • Set up Webhooks.
• A Perplexity AI account and an API key.

1. In your HubSpot account, navigate to Settings (gear icon on the top) > Integrations > Private Apps.
2. Click "Create private app".
3. Basic Info:
   • Name: Give your app a descriptive name (e.g., "ValTown Lead Research").
   • Description: (Optional) Briefly describe its purpose.
4. Scopes: Go to the "Scopes" tab. You need to grant the following permissions:
   • crm.objects.contacts.read - To read newly created contact details.
   • crm.objects.contacts.write - To update the contact with the report link.
   • (Recommended for robustness) crm.schemas.contacts.read
   • (Recommended for robustness) crm.schemas.contacts.write
5. Click "Create app".
6. After creation, HubSpot will show you an Access Token. Copy this token securely. This will be your HUBSPOT_API_KEY in Val Town.

1. In HubSpot, navigate to Settings (gear icon) > Properties (under "Data Management").
2. Ensure "Contacts" is selected as the object.
3. Click "Create property".
4. Property Details:
   • Object type: Contact
   • Group: Contact information (or any group you prefer)
   • Property label: Research Report URL (or similar)
   • Click "Next".
5. Field type: Select "Single-line text".
6. Click "Create".
7. Note down the Internal name of this property (e.g., research_report_url). The Val Town script uses research_report_url by default. If yours is different, you'll need to update the script.