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HubSpot integration: visitors from the chat are saved in HubSpot as contacts, notes and tasks
Agenola's HubSpot integration connects your agent to your HubSpot CRM: the agent finds the visitor in your contacts by email, adds them as a new contact if they aren't there, leaves the visitor's answers as a note and opens a follow-up task for your team. It can also read and update deals and associate records with each other. You connect it in one click with your HubSpot account.
How it works
HubSpot steps are added to a flow or turned on in the Integrations tab of the AI Assistant step. In every step, a contact is found by record ID or email address; the email the visitor gives is enough.
The steps that create and update contacts have fields such as first name, last name, phone, company and lifecycle stage ready. Properties you added in HubSpot go in the "Extra properties" field, by the name they have in HubSpot.
Notes and tasks are associated with the contact, company or deal you name and show on the record's timeline in HubSpot. What the visitor writes is saved as plain text.
- If a contact with that email already exists, "Create contact" goes to its error branch; on that branch you can use "Update contact" with the same email.
- "Get deal with custom properties" also reads the values of the properties your team added in HubSpot.
- Steps that delete a task or remove an association don't run until the confirmation box on the step is ticked.
- A deleted task goes to HubSpot's recycle bin and can be restored within 90 days.
What it does
This list is generated from the same source as the HubSpot page in the dashboard: if it isn't listed here, we don't do it with HubSpot. Flow steps live in the flow editor under Add step → Integrations → HubSpot.
ContactAction · Flow step7
Get contact
Reads a contact's name, email, phone, company and HubSpot page, by record ID or email address.
Create contact
Adds a new contact. If a contact with this email already exists, the step fails with “Record already exists”; use Update contact with the email instead.
Update contact
Changes the fields you fill in and leaves the others as they are. The contact is found by record ID or email address.
Search contacts
Searches names, emails, phone numbers and companies, and returns the matching contacts as a list, newest first.
Get contact notes
Returns the notes on a contact as a list, newest first.
Get contact tasks
Returns the tasks on a contact as a list, newest first.
Get contact companies
Returns the companies a contact is associated with as a list.
CompanyAction · Flow step3
Get company
Reads a company's name, domain, phone, location and HubSpot page.
Create company
Adds a new company.
Search companies
Searches names, domains, websites and phone numbers, and returns the matching companies as a list, newest first.
DealAction · Flow step4
Get deal
Reads a deal's name, amount, stage, close date and HubSpot page.
Get deal with custom properties
Reads the deal, and as a list the values of the properties your team added in HubSpot.
Update deal
Changes the fields you fill in and leaves the others as they are. Choosing a stage of another pipeline moves the deal there.
Search deals
Searches names, stages, types and descriptions, and returns the matching deals as a list, newest first.
NoteAction · Flow step3
Create note
Adds a note to the contact, company or deal you name; it shows on their timeline in HubSpot.
Get note
Reads a note's text and date.
Search notes
Searches note text and returns the matching notes as a list, newest first. Can be limited to one contact, company or deal.
TaskAction · Flow step5
Get task
Reads a task's title, status, priority and due date.
Create task
Creates a task for your team, optionally assigned to someone and associated with a contact, company or deal. Without a due date, it is due today.
Update task
Changes the fields you fill in and leaves the others as they are.
Delete task
Moves the task to HubSpot's recycle bin; it can be restored from there within 90 days.
Search tasks
Searches task titles and descriptions, and returns the matching tasks as a list, newest first.
AssociationAction · Flow step3
Create association
Associates two records, such as a contact and a company, with HubSpot's default association.
Get associations
Returns the records of the chosen type that a record is associated with, as a list.
Delete association
Removes every association between the two records. The records themselves stay.
Example conversations
Visitor: I'd like to know more about your business plan. I'm Deniz, and my email is deniz@example.com.
Agent: Thanks, Deniz. Our sales team will call you. Which day and time suit you?
Visitor: Tomorrow afternoon.
Agent: Noted; our team will call you tomorrow afternoon.
Behind the scenes: "Create contact" adds Deniz to HubSpot. "Create task" opens a call task for the sales team for tomorrow and associates it with the contact; "Create note" writes the visitor's request on the contact's timeline.
Visitor: I got a quote last week. What's the status? My email is can@example.com.
Agent: Your quote is at the "Quote sent" stage; the amount is $12,000 and the close date is November 30. If you have questions, I can pass them to the team.
Behind the scenes: "Get contact" finds the contact by email; "Get associations" reads the contact's deals, and "Get deal" reads the deal's stage and amount.
Visitor: My order arrived late, and I'd like the invoice in my company's name. My email is ece@example.com.
Agent: We're sorry for the delay. I've passed your request for an invoice in the company's name to our team.
Behind the scenes: "Create note" leaves what the visitor described as a note on the contact found by email; the team sees it in HubSpot.
Setup
- 1In Agenola, go to Integrations → HubSpot, press "Connect to HubSpot" and give access with your HubSpot account. To connect, you need to be a super admin in HubSpot or be allowed to install apps.
- 2In the agent editor, add the HubSpot steps; in the contact field, write the variable that holds the visitor's email.
- 3In task and note steps, choose who the task is assigned to and which record it's associated with.
Detailed setup: How do I connect HubSpot?
Permissions and where your data goes
- Sent to HubSpot: the fields you fill in on the step (such as the visitor's name, email and phone), note and task text, and the records to associate.
- Read from HubSpot: the contact, company, deal, note and task details a step asks for; owners, pipelines and property definitions for the step's lists.
- Permissions requested: reading and writing contacts, companies and deals; reading owners and property definitions. Marketing email, ticket and invoice permissions aren't requested.
- Connection details are stored encrypted on the server. Only the workspace owner and admins can connect or remove it; when you remove it, Agenola's access in HubSpot is removed too, and your records stay in HubSpot.
Related integrations
See all integrations
Klaviyo
Your agents save visitors as Klaviyo profiles, add them to your list or subscribe them, and record events on their profile.
Mailchimp
Your agents add the visitor to your Mailchimp audience, tag them and leave notes and events on the contact.
Brevo
Your agents add visitors to your Brevo list and leave notes on the contact's card.
GetResponse
Your agents add the visitor to your GetResponse list, tag them and send events that start your automations.
Omnisend
Your agents add visitors to your Omnisend contacts, subscribe and tag them, and send events that start your automations.
Pipedrive
Your agents find or add the visitor in your Pipedrive persons, open leads, and leave notes and activities for your team.
Frequently asked questions
Does it work on HubSpot's free plan?
Yes. Contacts, companies, deals, notes and tasks are part of HubSpot's free CRM; everything this integration uses works on every plan.
Can a visitor see someone else's details?
The visitor's identity isn't verified: someone who types another person's email can see the details the step reads. That's why you choose which of the step's outputs are shown to the visitor; show details such as a phone number or a deal amount only when needed.
Is the same contact added twice?
No. In HubSpot an email belongs to one contact; a second "Create contact" with the same email goes to the error branch, and you can update the existing contact instead.
Can I use my own HubSpot properties?
Yes. In the "Extra properties" field you write the property's name as shown in HubSpot and its value; for dropdowns, the option's name is enough. "Get deal with custom properties" reads the values of these properties.