Search and retrieve contacts
Lets the agent search and retrieve contacts within the authorized configuration.
All tools
CRM & operations
HubSpot
Connect HubSpot to work with contacts, companies and deals within the authorized capabilities.
CAPABILITIESRead Read Write
What your agent can do with HubSpot
Read
Search and retrieve companies
Lets the agent search and retrieve companies within the authorized configuration.
Search and retrieve deals
Lets the agent search and retrieve deals within the authorized configuration.
Create or update records when enabled
Lets the agent create or update records when enabled within the authorized configuration.
See how an agent works with HubSpot
A practical example of how your agent can help in everyday work.
Summarize the Acme deal and prepare the next step.
10:14
I reviewed the contact, company and deal. The proposal is open and needs follow-up this week.
10:15Acme deal
Stage: Proposal
Next action: follow-up
The essentials, before connecting
Review the key details for using HubSpot with your agents.
How is HubSpot connected?
OAuth connection with HubSpot. The administrator decides which capabilities are enabled.
What can an agent do with HubSpot?
Search and retrieve contacts · Search and retrieve companies · Search and retrieve deals · Create or update records when enabled
What controls apply?
Writes require explicit authorization · Public channels cannot query existing records · Data deletion is not supported