HubSpot
CRM platform for managing contacts, companies, deals, tickets, tasks, notes, and sales pipelines.
Three ways to use HubSpot
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration 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
Get started automating HubSpot
Ready-to-use workflows
Prompts using HubSpot
Weekly signal-based outreach drafts for stale accounts
Every Monday morning, surface target accounts that hit a fresh buying signal last week and queue personalized outreach drafts for your reps to review.
Daily churn-risk alerts from PostHog to HubSpot and Slack
Catch paid users going quiet before they cancel. Each weekday morning, surface drop-offs from product usage and route them to the right account owner.
Mirror HoneyBook inquiries into HubSpot with AI enrichment
When a new lead lands in HoneyBook, an agent enriches the company, creates a HubSpot contact, and opens a deal at your inquiry stage.
Launch Customer.io onboarding when a HubSpot deal closes won
The moment a HubSpot deal flips to closed won, add the new customer to Customer.io, fire the right onboarding sequence by plan, and post the win to Slack.
Weekly LinkedIn lead pipeline into HubSpot
Every Monday morning, scrape fresh LinkedIn prospects matching your ICP, dedupe against HubSpot, log the new ones with a fit note, and post a digest to Slack.
Weekly customer expansion signals from job postings
Every Monday morning, scan your existing customers' new job postings for expansion signals, log a brief on each account, and post a digest in Slack.
Text sales reps the moment a high-priority HubSpot deal lands
When a new deal hits HubSpot, an agent decides if it clears the priority bar, then texts the rep and posts a summary to your Slack deal-flow channel.
Slack alerts and HubSpot logs for HeyReach replies
When a prospect replies to a HeyReach campaign, get an instant Slack alert with the intent, the suggested next step, and a fresh note logged on their HubSpot contact.
