Skip to main content

​
Overview

Connect HubSpot to manage contacts, deals, companies, and automate CRM workflows.

​
Setup

1

Deploy

Dashboard → Integrations → Connectors → Find HubSpot → Deploy
2

Add to Agent

Agent → Tools tab → Add Tool → Select HubSpot
3

Configure

Sign in with HubSpot and grant CRM permissions (OAuth)
4

Test

Playground: “Create a contact for John Doe at TechCorp”

​
Example Usage

User: "Create a contact for Sarah Johnson, email sarah@techcorp.com, company TechCorp"

Agent: Created HubSpot contact:
       - Name: Sarah Johnson
       - Email: sarah@techcorp.com
       - Company: TechCorp

​
Integration Example

With Gmail: 
User: "Find all emails from sarah@techcorp.com and create a HubSpot contact"

Agent: *searches Gmail for emails from Sarah*
       *extracts contact information*
       *creates HubSpot contact*

       Contact created with email history from Gmail

​
Next Steps

Gmail

Sync emails with contacts

Salesforce

Alternative CRM