What can an AI agent do with HubSpot?

A HubSpot AI agent can generate pipeline reports, enrich new leads with company data, monitor campaign performance, create contacts, update deal stages, and sync CRM data across your tools. An automated AI agent for sales and marketing operations. Write actions require your approval.

Does the integration work with HubSpot free tier?

Yes. The integration connects via OAuth and works with any HubSpot plan. Available actions depend on your HubSpot subscription features.

Can my agent modify CRM records?

Write operations like creating contacts or updating deals require your approval. Some read-only actions run without asking; the list on this page is the exact set. Everything else waits for your approval.

How is this different from HubSpot's built-in automation?

HubSpot automation handles CRM workflows within HubSpot. An AI agent works across tools: it reads deal data, cross-references it with Slack or spreadsheets, and delivers human-readable summaries. It's your analyst, not another workflow rule.

CRM & sales

HubSpot, run by an agent.

An AI agent that reads contacts, deals, and campaigns from your HubSpot CRM.

Connect HubSpot Book a demo

What it does without asking

4 tools

audit pipeline changes by id
batch read companies by properties
batch read emails action
campaign search

These run without asking so your agent can gather what it needs. Anything that changes HubSpot goes through approval: your agent shows you the plan first, and you can approve a recurring task once so it runs unattended after that.

A real run

An example of how a run works, including the approval step. Not a HubSpot run.

Google Ads

Paid search

Working

review last week's google ads and cut wasted spend.

Queried Google Ads · last 7 days · 4 campaigns

Analyzed search terms · 312 terms · 18 with zero conversions

Drafted changes · 12 negative keywords · 2 budget shifts

Found $1,840/mo going to search terms that never convert. I'd add 12 negatives and move that budget to your two best campaigns. This changes the account, so it's your call before I touch anything.

Plan approval

Add 12 negative keywords stops $1,840/mo on terms with 0 conversions · reversible
Shift budget move the freed spend to your 2 best campaigns · roas 4.2×

Waiting for your approval. Nothing runs until a human decides.

example

Connecting HubSpot

About 10 minutes

Auth: OAuth, managed
Setup: About 10 minutes

Example tasks

Real work people hand to an agent that uses HubSpot.

Generate a weekly sales pipeline report with deal stage breakdowns
Enrich new leads with company data and assign to the right sales rep
Monitor campaign performance and alert the team when metrics drop
Sync contact updates between HubSpot and your other business tools

Questions

Common questions about putting an agent on HubSpot.

Put an agent on HubSpot.

Connect it, give it one task, see the first run today.

Try for free