HubSpot

Connect HubSpot so agents can look up your contacts, companies and deals, and keep them up to date.

What agents can do

• Find and read contacts, companies and deals
• Create and update contacts, companies and deals
• See deal owners and how records are linked

Agents only make changes when their permissions allow it. See Control what agents can do.

Start an agent when something happens

An agent can start on its own, within a minute, when:

• A deal changes stage
• A new contact is added

In New agent, pick an idea under From your apps, or change When it runs in Agent settings.

Connect

1 Open Integrations → HubSpot

2 Select Connect

Sign in to HubSpot and allow access.

3 Share it with your team

Optional, for admins. Select Share with organization so your teammates' agents can use it too.

Disconnect

In Integrations → HubSpot, Disconnect removes your own connection. To remove the shared one for everyone, an admin selects Stop sharing with your team.