Integration · CRM
AI agents for HubSpot
Create and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Actions
- 5
- Read
- 1
- Write
- 4
Actions
What your agents can do in HubSpot
5 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 1
Look things up. Nothing changes.
Search contacts
Finds contacts by exact email, or by a word or phrase HubSpot matches against names, email, phone and company.
Write 4
Create, change or send.
Create or update a contact
Creates a contact, or updates the one that already has this email address (HubSpot matches on email).
Update a contact's properties
Sets any properties, including custom ones, on the existing contact with this email address.
Create a deal
Opens a deal in a pipeline stage, with an optional amount, close date and owner, and links it to a contact and a company by their IDs.
Create a company
Creates a company record with a name and, ideally, its website domain (HubSpot uses the domain to avoid duplicates and to link contacts automatically).
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your HubSpot account.
What you enter
- Service key or private app access token
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your HubSpot data
Ask a question in plain words. The agent can search contacts in HubSpot, then answers with what it found.
- 02
Let an agent update HubSpot
Have the agent create or update a contact or update a contact's properties in HubSpot as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent HubSpot and Slack: it can search contacts in HubSpot and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
- Affinity CRM16 actionsFind people, organizations and opportunities, see relationship and interaction history, add records to pipeline lists, set list fields such as Status, and log notes and reminders in Affinity.
FAQ
HubSpot and MyDeepAgents
Can MyDeepAgents connect to HubSpot?
Yes. The HubSpot connector has 5 actions: 1 reads and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect HubSpot?
Paste an API key from your HubSpot account. You'll need: Service key or private app access token. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in HubSpot without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs.
Can I use HubSpot in workflows as well as agents?
Yes. Every HubSpot action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put HubSpot to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.