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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 Code Execution & File Creation 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.
5

Set up a shared connection (if selected)

If you chose Use a shared HubSpot connection, select an existing shared connection or click Create shared connection. After signing in, give the connection a recognizable name and choose who can use it.
Everyone with access acts through the same HubSpot account. Use a dedicated service account when possible.
6

Configure action permissions

Review the actions HubSpot can perform. Set each action or category to Always allow, Ask every time, or Disabled.
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, Cassidy continues the request automatically.
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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Connect HubSpot for yourself

To use HubSpot in any chat, not just with this Agent, open Customize → Connectors, find HubSpot, and click Connect. See Add a Connector for yourself.
HubSpot has no per-action settings for your own account. The Agent’s and organization’s settings decide when approval is required.

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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.