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.
Integrations
HubSpot
Connect HubSpot for Agent Connectors and Workflow triggers and actions in Cassidy.
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.