Pro Action Integration

AI for HubSpot

Automate HubSpot workflows with intelligent AI agents. Manage contacts, track deals, and personalize customer interactionsβ€”no coding required.

Hubspot Logo

HubSpot CRM Integration

Manage contacts, deals, and pipelines with AI

πŸ‘€"Find contacts from Acme Corp"
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I found 3 contacts from Acme Corp:

Sarah Chen - VP of Salessarah@acme.com
Mike Johnson - CTOmike@acme.com
Lisa Park - Procurementlisa@acme.com
πŸ‘€"Create a deal for Sarah - $50k enterprise license"
Contact search β€’ Deal creation β€’ Pipeline management

What You Can Automate with HubSpot + Chipp

Turn your HubSpot CRM into an intelligent assistant that helps you manage customer relationships and close deals faster.

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Search and find contacts

Find contacts by name, email, company, or custom properties. Get instant access to contact details and activity history.

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Create and update contacts

Add new contacts to your CRM with properties and associations. Update existing contact information through natural conversation.

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Manage company records

Search companies in your CRM database, view company details, and access associated contacts and deals.

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Track and create deals

Query deals by stage, amount, or custom criteria. Create new sales opportunities and associate them with contacts.

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Monitor sales pipelines

View pipeline stages, track deal progress, and move deals through your sales process with simple commands.

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Personalize interactions

Query customer data to personalize support responses and sales conversations based on CRM history.

How to Connect HubSpot to Chipp

Get your AI CRM assistant up and running in minutes. Simple OAuth connection, powerful CRM capabilities.

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Create Your AI Agent

Sign up and build your AI agent using our visual builder. Choose a template or start from scratch with your brand voice.

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Connect HubSpot

One-click OAuth connection to your HubSpot account. Select which scopes and permissions your AI should have access to.

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Configure Workflows

Set up how your AI handles contact lookups, deal creation, and CRM updates. Define triggers and response behaviors.

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Deploy Anywhere

Embed on your website, connect to Slack, or enable SMS. Your AI CRM assistant is ready to help your team.

Want to learn more about the integration?

Read the Documentation

Who Uses HubSpot AI Agents

Teams across your organization use HubSpot AI agents to streamline CRM workflows and improve customer relationships.

Sales Teams

Sales Teams

Update CRM records during conversations with prospects. Create deals, log interactions, and move opportunities through your pipeline without leaving your workflow.

Customer Support

Customer Support

Query customer data to personalize support responses. Access contact history, previous interactions, and account details to provide context-aware assistance.

Operations

Operations

Automate contact and company data management. Bulk update records, clean up duplicate entries, and maintain CRM hygiene through conversational commands.

Marketing

Marketing

Segment contacts for campaigns, track engagement across touchpoints, and sync lead data between your AI interactions and marketing automation.

HubSpot Integration Features

Everything you need to build powerful AI-powered CRM workflows.

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Real-time CRM Sync

Access live HubSpot data instantly. Contact updates, deal changes, and pipeline movements are always current.

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Two-way Data Flow

Read and write to HubSpot. Search contacts, create deals, update records, and manage your CRM through conversation.

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Custom Triggers

Set up automated actions based on CRM events. Notify teams when deals move stages or contacts need follow-up.

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Secure OAuth Connection

Connect via HubSpot's official OAuth flow. You control exactly which scopes and permissions Chipp can access.

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No Coding Required

One-click connection to your HubSpot account. No API keys, webhooks, or developer setup needed.

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Works with Existing Setup

Compatible with all HubSpot plans. Connect your existing CRM without changing your workflows or data structure.

Enterprise-Ready Security

Your HubSpot account and customer data are protected with industry-standard security practices.

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HubSpot Official MCP Server

Connect through HubSpot's officially maintained MCP endpoint. Built and secured by HubSpot's engineering team.

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Granular Scope Control

You choose exactly which HubSpot scopes to authorize during installation. Only grant access to the data your AI needs.

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Encrypted Connections

All data transmitted over TLS 1.3. Your CRM data is protected with enterprise-grade encryption at rest and in transit.

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No Training on Your Data

Your customer data and CRM interactions are never used to train AI models. Your business data stays private.

βœ“SOC 2 Compliant
βœ“GDPR Compliant
βœ“CCPA Ready

HubSpot AI Integration FAQ

Common questions about connecting HubSpot to your AI agent.

Click the HubSpot option when adding a Pro Action, then authorize the connection with your HubSpot account. You'll select which scopes and permissions to grant during the OAuth flow. The connection is one-click with no API keys needed.

Start Automating HubSpot Today

Turn your HubSpot CRM into an intelligent assistant. Manage contacts, track deals, and personalize every customer interactionβ€”all without writing code.

βœ“Free to start
βœ“No credit card required
βœ“SOC 2 compliant