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
Screen new HubSpot contacts for data breach exposure
The moment a new contact lands in HubSpot, we check their email against known data breaches and flag the high-risk ones so your team can act fast.
Enrich and prioritize new Help Scout tickets in Slack
The moment a new Help Scout conversation arrives, we check the customer in your CRM, flag high-value accounts, and post a priority alert to Slack before anyone touches it.
Screen new HubSpot companies against Companies House
Every time a new company lands in HubSpot, we look it up on the UK register, save a due-diligence summary to the record, and alert your team to any red flags.
Turn newly incorporated UK companies into HubSpot leads
Each weekday morning, spot UK companies registered the day before in your target sectors, add the best fits to HubSpot, and recap them in Slack.
Keep Gladly customers in sync with new HubSpot contacts
Every time you add a contact in HubSpot, we automatically create or update their Gladly profile so support always sees up-to-date customer details.
Screen new HubSpot companies for security risk with Censys
Every morning we scan each new company's domain, rate its external security exposure, log the findings to the CRM record, and alert your team when a vendor looks risky.
Add active Direct Debit payers to HubSpot automatically
When a customer's Direct Debit goes live in GoCardless, their details flow straight into HubSpot so sales and finance always know who is paying you.
Sync everyone who contacts Dixa support into HubSpot
Every hour, we add everyone who contacted support in Dixa to HubSpot and stamp their record with recent support activity, so sales and success stay in the loop.
