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The HubSpot Connector lets your Agents search and retrieve customer information from HubSpot CRM during conversations. When a user asks about a contact, deal, or company, the Agent queries HubSpot in real time and returns the relevant data. The Connector is designed for searching and retrieving specific information rather than analyzing large datasets.
For best results with Connector queries, use a powerful, reasoning-capable model. Cassidy supports models from OpenAI, Anthropic, and Google — see Choose the right AI model for current recommendations.
The HubSpot Connector works best for searching specific information or small batch queries. For complex data analysis queries like “what is our average deal size this year,” consider using Data Analysis or exporting data from HubSpot directly.

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Set up the HubSpot Connector

1

Select your Agent

Navigate to Agents, find the Agent you want to configure, click … and select Edit.
Agent card context menu showing Open in new chat, Duplicate, Edit, and Delete options
2

Navigate to Connectors

In the Setup tab, scroll to the Connectors section.
Agent editor Setup tab showing the Connectors section with existing connectors and Add Connector button
3

Add HubSpot

Click + Add Connector and click + Add on the HubSpot option.
Connectors dialog showing available connectors including Airtable, BigQuery, HubSpot, and Salesforce with Add buttons
4

Choose a connection method

Select how users will authenticate with HubSpot:
  • Each user connects their own account (recommended) — Users sign in with their HubSpot credentials on first use. Respects each user’s individual permissions. Best for teams with varying access levels.
  • Use a shared HubSpot connection — All users access HubSpot through one account using your organization’s existing connections.
HubSpot Connection Setup dialog showing per-user (recommended) and shared connection options with Add Tool button
5

Set up a shared connection (if selected)

If you chose Use a shared HubSpot connection, click Connect to sign in. You’ll be redirected to HubSpot to select your account and accept the access request.
Select HubSpot Connection screen showing No connection selected with Connect button
HubSpot OAuth authorization screen showing Connecting Cassidy Assistant to HubSpot with account selection
6

Save the Connector

Once connected, click Save to complete the setup.
Shared HubSpot connection configured showing connected account with limited access notice and Save button
7

Start a chat

Navigate to Chat and select the Agent with the HubSpot Connector enabled.If you chose Each user connects their own account, users are prompted to connect their HubSpot account from within the chat the first time they use the Connector. Click Connect when prompted.
Chat showing Connect HubSpot prompt with Connect and Skip for now buttons while the Agent is analyzing
Connect HubSpot dialog showing No connection selected with Connect button
Once connected, click Save to finalize the setup.
Connect HubSpot dialog showing connected account with Change and Save buttons
8

Query HubSpot data

Your Agent can now access HubSpot data to answer questions about contacts, deals, companies, and other CRM records directly in the conversation.
Agent response showing a deals snapshot table for Lawfirm LLP with key takeaways

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Next steps

Use HubSpot in Workflows

Trigger Workflows from record changes and push AI-generated results back to your CRM.

Explore all Connectors

Learn about other Connectors available for your Agents.