How do I connect HubSpot?

What it gives you

The HubSpot integration adds CRM steps to your agents: they find, add and update contacts; create companies; read and update deals; leave notes and tasks; and associate records with each other.

Records aren't created on their own: only by a step you add to the flow, or an action you turn on in the “Integrations” tab of the AI Assistant step.

Connecting requires the Owner or Admin role.

Connecting

1. On Integrations → HubSpot, press “Connect to HubSpot”.
2. Sign in with your HubSpot account, choose the account to connect and give access.

You need to be a super admin in HubSpot or be allowed to install apps. While HubSpot is reviewing our app, the approval screen shows a warning; to continue, type “I accept the risk” in the box.

The connection covers the whole HubSpot account: steps see and change records whatever the connecting person's own HubSpot permissions are.

Contacts

In the contact field you can write the record ID or the email address; the variable that holds the visitor's email is enough.

If a contact with that email already exists, “Create contact” goes to its error branch. On the error branch, use “Update contact” with the same email.

For properties you added in HubSpot, write one per line as “Property: value” in the “Extra properties” field; the property's name as shown in HubSpot and its internal name both work. For dropdowns you can write the option's name. If you write a property HubSpot doesn't have, the step goes to its error branch.

Searching

Search steps look in fields such as name, email and phone, and return the newest records first; 100 records at most.

In the “Filters” field you can write one “Property: value” condition per line; 6 conditions at most, and only records matching all of them are returned.

A record that was just added or changed may show up in search a few seconds later.

Notes and tasks

Notes and tasks are associated with the contact, company or deal you name and show on the record's timeline.

You can assign a task to someone in the “Owner” field; if the due date is empty, the task is due today.

“Delete task” moves the task to HubSpot's recycle bin; it can be restored within 90 days. Steps that delete a task or remove an association don't run until the confirmation box is ticked.

Removing

Press “Disconnect”; HubSpot steps in your agents stop and Agenola's access in HubSpot is removed too. Your records stay in HubSpot.