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. 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
Ready-to-use workflows
Prompts using HubSpot
Turn Mailjet email clicks into ranked HubSpot follow-ups
Twice a day we spot the people clicking your pricing and demo pages, create a follow-up task for their owner, and post a ranked recap to Slack.
iMessage campaign console with pre-flight checks and delivery board
Build every text campaign in one screen: check who is actually reachable, see a realistic send plan, then watch delivery land row by row.
A searchable RFP answer library your bid team drafts from
Every proposal you have ever submitted in one searchable archive, with the closest past answers lined up against each question in a new RFP.
See which target accounts just started advertising on LinkedIn
Open one board each Monday to see which of your target accounts are running LinkedIn ads right now, and which only switched them on this week.
Account health board that puts product usage next to your CRM
Your customer success team opens one board where every account's logins, seats and usage trend sit beside its owner, plan and renewal date.
Look up a customer's full chat history mid conversation
Your agent types an email and sees every past conversation, rating and tag next to the CRM record, then files notes without ever leaving the chat.
Lusha prospecting workbench with credit-safe reveals
Build call lists without wasting credits: browse Lusha prospects for free, skip anyone already in HubSpot, and reveal only the contacts you pick.
Which companies your LinkedIn ads reach, matched to your CRM
Open one board to see every company your LinkedIn ads reached, whether they are already in HubSpot, and hand the best ones straight to a rep.
