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
Turn HubSpot quote requests into Service Fusion customers
The moment a HubSpot quote request lands, create the matching Service Fusion customer and ping Slack so a dispatcher can call within minutes.
Weekly wins voice recap in Slack from HubSpot deals
Every Friday at 4pm, we turn this week's closed-won HubSpot deals into a warm, celebratory audio recap and drop the mp3 into your #wins Slack channel.
Turn VideoAsk responses into scored HubSpot leads with Slack alerts
Every 30 minutes, sweep completed VideoAsk responses, score each respondent, sync them into HubSpot with a transcript, and ping your sales channel in Slack.
Turn Willo accepts into HubSpot contacts and recruiter tasks
When a candidate reaches the Accept stage in Willo, add them to HubSpot with a note of their interview highlights and a task to schedule the next round.
Auto-brief every new HubSpot deal with Claude research
When a new HubSpot deal lands above your amount threshold, Claude researches the buyer, drops a briefing on the record, and pings the deal owner in Slack.
Route new HubSpot contacts into the right MailForge nurture list
The moment a new contact lands in HubSpot, we sort them into the right MailForge list, tag them, and ping sales in Slack if they look hot.
Draft follow-up emails after every external meeting
Every 30 minutes during business hours, find meetings that just ended, draft a personalized follow-up email for each one, and post a review link to Slack.
Enrich Typeform demo requests with Clay and route them to HubSpot and Slack
The moment a demo request lands in Typeform, run your Clay enrichment routine, tier the lead, upsert HubSpot, and post a ready-to-act brief in Slack.
