How to Connect HubSpot

The HubSpot integration connects your workflow to HubSpot CRM. The AI can look up contacts, deals, companies, tickets, and engagement history in real time — so your support and sales conversations are always grounded in current CRM data.

What the AI can look up

• Contacts — details, activity, associated deals or companies
• Deals — pipeline stage, value, next steps
• Companies — company info, contacts, deals
• Support tickets — status and history

You control which data types and operations (read, create, update) are available to the AI. The AI always confirms with the customer before creating or updating records.

How to connect HubSpot

1. Go to Dashboard → Integrations → Add Integration → Business Data Integrations
2. Select the workflow that should use HubSpot
3. Choose HubSpot and enter your private app access token (from HubSpot → Settings → Integrations → Private Apps)
4. Select which resources and operations to expose
5. Save, then enable the integration in Your Integrations

What's next

• Business Data Integrations Overview — overview of all supported platforms