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HubSpot is an inbound marketing, sales, and customer service platform that lets agents manage contacts, deals, campaigns, tickets, and CRM data programmatically.

Setup

  1. In Agent Studio, go to ToolsHubSpotConnect
  2. Sign in with your HubSpot account and authorize access
  3. Review the requested permissions and click Allow

Available actions

Adding to an agent

  1. Open your agent in Agent Studio → Agent Builder
  2. Go to Tools and enable HubSpot
  3. Select only the actions your agent needs
  4. Set auth mode: Shared (agent acts on one account) or Per-user (each end-user connects their own account)

Example use cases

Automated lead capture and contact enrichment When a new lead fills out a form, the agent creates a HubSpot contact with full profile details, associates it with the relevant company, and assigns it to the correct deal pipeline stage, eliminating manual data entry. Sales pipeline management An agent monitors deal progress and automatically creates or updates deals, moves them through pipeline stages, and generates quotes for prospects when they reach a defined stage in the sales process. Customer support ticket triage When a support request comes in, the agent creates a HubSpot ticket with the appropriate priority and category, associates it with the customer’s contact record, and logs a timeline event to track the interaction history.