HubSpot
CRM platform for managing contacts, companies, deals, tickets, tasks, notes, and sales pipelines.
Three ways to use HubSpot
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with HubSpot.
Batch Create Associations
Create multiple associations between CRM records in a single batch request (max 2,000).
Batch Create Contacts
Create up to 100 contacts in a single batch request.
Batch Read Associations
Retrieve associations for multiple records in a single batch request (max 1,000 IDs).
Batch Read Contacts
Retrieve up to 100 contacts by ID or unique property in a single batch request.
Batch Update Contacts
Update up to 100 contacts in a single batch request.
Batch Upsert Contacts
Create or update up to 100 contacts in a single batch request, matched by a unique property like email.
Supported triggers
Start a workflow when something happens in HubSpot.
New Contact in HubSpot
Triggers when a new contact is created in HubSpot
Contact Created or Updated in HubSpot
Triggers when a contact is created or any of its properties change
New Company in HubSpot
Triggers when a new company is created in HubSpot
Company Created or Updated in HubSpot
Triggers when a company is created or any of its properties change
New Deal in HubSpot
Triggers when a new deal is created in HubSpot
Deal Created or Updated in HubSpot
Triggers when a deal is created or any of its properties change. Note: with a stage filter set, this fires on any change while the deal sits in that stage, not only on stage transitions, because polling does not have access to per-property change history.
Get started automating HubSpot
Specialist templates
Specialists that work with HubSpot
Account Manager
Watches your client accounts so none slip. Each week it reads usage, support tickets, payments, and the last time anyone talked to each client, and flags the accounts that need attention. Before a client review it drafts the agenda and the story of the past quarter, and it raises renewals and chances to grow early.
See the specialistClient Onboarding Coordinator
Gets new clients set up without the back-and-forth. When a client signs, it drafts the welcome email and builds their checklist of documents, access, and forms. It chases what's missing each day with reminders drafted, and writes a kickoff brief so your team starts with everything the sales conversation learned.
See the specialistClient Update Writer
Writes the updates your clients expect. Each week it reads where the work lives, such as your project tool, case or loan system, or CRM, and drafts a short status update for each client: what happened, what's next, and what you need from them. Each month it drafts the client report in your format.
See the specialistEmail Marketer
Runs your email marketing. Each month it drafts a newsletter from what happened at your business. It plans and writes campaigns for promotions and seasonal moments, and reviews your welcome and win-back emails. A weekly report shows opens, clicks, and what the emails earned. Nothing sends without you.
See the specialistEvent Coordinator
Runs the details of your events. While an event is coming up it keeps a tracker of registrations, vendors, room blocks, and deadlines and sends a daily list of what is due. It drafts invitations, reminders, and vendor or speaker emails, and the day after, a follow-up list of who came and what to send them.
See the specialistIntake Coordinator
Makes sure no new inquiry waits. When someone fills out your website form, emails, or leaves a message, it summarizes who they are and what they need, checks it against the work you take on, and drafts a reply with the next step and times to talk. Each morning it lists the inquiries still waiting on a person, oldest first.
See the specialist