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Documentation Index

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The HubSpot integration brings your CRM data into Cassidy. Use it to give Agents real-time access to contacts, deals, and companies, and trigger Workflows from record changes.

What you can do

Agent Connector

Let Agents search and retrieve HubSpot contacts, deals, and companies in real time.

Workflows

Trigger Workflows when records are created or updated, and push results back to your CRM.