HubSpot integration
Your CRM, kept up to date by every conversation.
Create and update HubSpot contacts, and create companies and deals, from any chat, USSD menu or workflow — and start workflows when new contacts and deals arrive.
- Works as
- ActionTrigger
- Connect with
- “Connect with HubSpot”, in a few clicks.
- New records
- New contacts and deals are checked for on a schedule you set, as often as every minute.
- For AI agents
- Give an agent HubSpot as a tool, and it creates and updates contacts itself.
Three ways to use it
Records in, workflows out.
Contacts from conversations
Create or update a contact with what someone told you in a chat or a USSD menu.
Companies and deals
Create the company and the deal when an enquiry is ready for your sales team.
Workflows from HubSpot
When a contact or a deal is created, start a workflow that welcomes, notifies or routes it.
What teams build
A CRM that fills itself in.
Add everyone who enquires on WhatsApp to HubSpot as a contact, with what they asked.
Enterprise
Qualify website visitors with a form in the chat, and create a deal for the ones ready to buy.
Enterprise
When a deal over your limit is created in HubSpot, ask a manager to approve it before the customer is emailed.
Enterprise
Post each new deal to the sales team’s Slack channel.
Enterprise
Welcome each new contact with an approved WhatsApp template.
Enterprise
Add everyone who registers through a USSD menu to HubSpot as a contact.
Enterprise
In HubSpot
What the HubSpot steps do.
Each one is a step on the canvas, or a tool an AI agent can use.
- Contacts
- Create and update.
- Companies
- Create.
- Deals
- Create.
- New contacts
- Start a workflow.
- New deals
- Start a workflow.
Connecting it
Connected in four steps.
- STEP 01
Connect HubSpot
Choose “Connect with HubSpot” and approve access for your account.
- STEP 02
Add a HubSpot step
Pick the action, and map each field to an answer from the conversation.
- STEP 03
Or start from HubSpot
Add a HubSpot trigger for new contacts or deals, and choose how often to check.
- STEP 04
Test and publish
Try every path in the simulator, then publish.
Questions
Before you connect it.
Do we need a developer?
No. You connect HubSpot and map fields on the canvas, and the AI assistant can build the flow with you.
How quickly do new contacts start a workflow?
HubSpot is checked on the schedule you set, as often as every minute.
Can an AI agent use HubSpot?
Yes. Give an AI agent HubSpot as a tool, and it can create and update contacts during a conversation.
Works well with
Create, update and find tickets, add comments, look up users and update organisations.
Read, add, update and clear rows; new and changed rows start workflows.
Bots for your own staff, messages posted from any flow, and Slack events that start workflows.
Send email and reply to it from any flow.
Connect your conversations to HubSpot.
Tell us how your team sells, and we’ll show you the flow working with your CRM.