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SHEET 01CRM & Revenue IntegrationHS

HubSpot Integration

Connect HubSpot CRM to sync contacts, deals, tickets, and marketing data with AI agents.

  • CRM & Revenue
  • < 5 min setup
  • Bidirectional, Real-time
  • SOC 2
  • GDPR
HubSpotSOURCEDataSYNCAgentGOVERNEDActionsOUT
5Event triggers
5Agent actions
4Data types synced
< 5 minTime to connect
SHEET 02Triggers & ActionsI/O

What you can automate with HubSpot

Connect HubSpot events to AI agent workflows with pre-built triggers and actions.

IN → Triggers5 events
  • TRG-01

    New Contact Created

    Fires when a new contact is added to HubSpot.

  • TRG-02

    Deal Stage Changed

    Triggers when a deal progresses through the pipeline.

  • TRG-03

    Form Submitted

    Fires when a HubSpot form is completed.

  • TRG-04

    Ticket Created

    Triggers when a new support ticket is opened.

  • TRG-05

    Email Opened

    Fires when a tracked email is opened by a contact.

Actions → OUT5 actions
  • ACT-01

    Create Contact

    Adds a new contact to HubSpot CRM.

  • ACT-02

    Update Deal

    Modifies deal properties and pipeline stage.

  • ACT-03

    Create Ticket

    Opens a new support ticket in HubSpot.

  • ACT-04

    Enroll in Workflow

    Adds a contact to a HubSpot automation workflow.

  • ACT-05

    Add Note

    Attaches a note to any HubSpot record.

SHEET 03Data SyncedBIDIRECTIONAL

Data types available through this integration

HubSpot sync schemaBidirectional, Real-time
DS-01Contacts & Companies
DS-02Deals & Pipeline
DS-03Tickets
DS-04Marketing Events
SHEET 04Use CasesFIELD

How enterprises use HubSpot with assistents

UC-01Live

Conversational Lead Capture

AI agents qualify leads from chat and push enriched contacts directly into HubSpot.

UC-02Live

Support Ticket Triage

Classify and route incoming tickets based on AI analysis of content and customer history.

UC-03Live

Deal Velocity Insights

Agents surface stalled deals and suggest actions to accelerate pipeline movement.

SHEET 05Specification NotesFAQ

Questions about the HubSpot integration

Which HubSpot plans are supported?

The integration works with all HubSpot plans including Free, Starter, Professional, and Enterprise.

Can agents trigger HubSpot workflows?

Yes. Agents can enroll contacts into HubSpot workflows and trigger custom automation sequences.

Is two-way sync supported for custom properties?

Yes. Custom properties in HubSpot can be mapped to agent data fields with bidirectional sync.

SHEET 08Sign-offREADY

Ready to connect HubSpot?

Schedule a personalized demo to see how assistents’s AI agents integrate with HubSpot for your organization.

Connector
HubSpot
Category
CRM & Revenue
Sync
Bidirectional, Real-time
Setup
< 5 min
Compliance
SOC 2 · GDPR