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CRM integration

AI agents for HubSpot.

HubSpot is a cloud-based customer relationship management (CRM) platform that unifies marketing, sales, customer service, content, and operations data and tools on one system, with built-in AI.

HubSpot Inc. website ↗Developer docs ↗

What an AI role does with your HubSpot data

A role works the records you already keep in HubSpot, governed and scoped to the job it is hired for.

Records it works with

  • contacts
  • companies
  • deals
  • tickets
  • products
  • line items
  • quotes
  • calls
  • emails
  • meetings
  • notes
  • tasks

What it can do

  • read records
  • create and update records
  • search and associate records
  • manage pipelines and custom objects
  • enroll records into workflows
  • subscribe to webhooks

Roles you can deploy on HubSpot

12 roles

Capabilities that use HubSpot

Specific capabilities that plug into HubSpot on top of the role's base stack.

Common questions

Does an AI role need its own HubSpot account?
No. The role connects through HubSpot's API using OAuth 2.0 and private app access tokens (legacy API keys exist but are not the recommended method), with the access your team grants. There is nothing to replatform.
What can an AI role do with our HubSpot data?
It works with contacts, companies, deals, tickets, products, line items, quotes, and calls, and can read records, create and update records, search and associate records, manage pipelines and custom objects, enroll records into workflows, and subscribe to webhooks. Each role is scoped to only the records and actions its job needs.
Is the connection to HubSpot governed?
Yes. Every action a role takes in HubSpot is logged and reviewable, under defined human oversight, with a full audit trail.

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