Connect HubSpot

Once HubSpot is connected, an agent can look up a contact or company, list the open deals in a pipeline, create or update records, log notes and tasks, and answer aggregate questions such as how many deals closed last month.

Before you start

• A HubSpot account you can sign in to. The agent can only see and edit what your HubSpot user can.
• HubSpot requires a Super Admin (or a user with App Marketplace permissions) to authorise the connection the first time. After that, other users in the same account can sign in normally.
• The woble operator must set up HubSpot once: the operator creates an MCP connector in a HubSpot developer account (Development, MCP connectors) and stores its client id and secret on the server. If HubSpot is missing from the Marketplace, this has not been done yet.
• You must be an owner or admin of the woble workspace.

Connect it

1. Open Marketplace, switch to the Integrations tab, find HubSpot and press Connect.
2. Press Continue with HubSpot. A new tab opens at HubSpot.
3. Sign in if asked, then choose the HubSpot account to connect if you have more than one.
4. Review the requested access (CRM objects such as contacts, companies, deals and tickets, engagements, and read access to marketing assets) and grant it.
5. The tab closes. The card shows Connected and the agent panel lists the HubSpot tools.

Or ask an agent

Type @ruby connect HubSpot in any chat. The same connect card appears there. Only owners and admins can complete it.

Try it

• "@atlas find the HubSpot company record for Acme and list its open deals."
• "@atlas create a task on the Jane Doe contact to follow up next Tuesday."

If it does not connect

• The wrong HubSpot account was chosen. Press Remove on the card and connect again, picking the right one.
• HubSpot refused because nobody with Super Admin rights has authorised the connector for that account yet. Ask a Super Admin to connect first.
• A write fails with a permission error: your HubSpot user lacks that permission.
• Open Marketplace, Connected, and press Test connection. Remove and reconnect fixes most token problems.

Disconnect

Open Marketplace, Connected, find HubSpot and press Remove. The tokens are deleted and agents lose the HubSpot tools immediately.

More in this category

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• Apollo.ioProspect, enrich and run sequences, contacts, accounts and deals.
• AmplemarketSearch leads, build lists, enrich contacts, run outreach.
• PipedriveDeals, leads, persons, organizations, activities and products.
• CrustdataReal-time B2B people and company data: enrichment, search, jobs, funding.
• MailerLiteSubscribers, groups, campaigns and automations.