> ## Documentation Index > Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt > Use this file to discover all available pages before exploring further. # HubSpot Agent Connector > Let Agents query and update HubSpot records in real time during conversations. The HubSpot [Connector](/agents/connectors/overview) lets your [Agents](/agents/overview) 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](/guides/choose-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](/agents/advanced/code-execution-file-creation) or exporting data from HubSpot directly. ## Set up the HubSpot Connector 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 In the **Setup** tab, scroll to the **Connectors** section. Agent editor Setup tab showing the Connectors section with existing connectors and Add Connector button Click **+ Add Connector** and click **+ Add** on the **HubSpot** option. Connectors dialog showing available connectors including Airtable, BigQuery, HubSpot, and Salesforce with Add buttons 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 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 Once connected, click **Save** to complete the setup. Shared HubSpot connection configured showing connected account with limited access notice and Save button 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 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 ## Next steps Trigger Workflows from record changes and push AI-generated results back to your CRM. Learn about other Connectors available for your Agents.