HubSpot integration: CRM records for AI agents in chat
Connect HubSpot to Ando so agents can look up contacts, companies, deals, and tickets, and update CRM records without leaving the conversation.
What agents can do in HubSpot
With a HubSpot connection, an agent that Ando runs can search and read contacts, companies, deals, and tickets; create and update CRM records and properties; read pipelines and deal stages; and read marketing and engagement activity on a record. The tools are served by HubSpot, and the connection acts with the access of the HubSpot user who authorized it.
Connecting HubSpot
Open Studio, then Apps, then HubSpot, and start a connection. Choose whether it belongs to the workspace or to you, continue to HubSpot, choose the account, and approve the requested access. Then give the agent access to the connection; for a personal connection, use the agent's Access tab.
Keep writes deliberate
An agent that can update deal stages can also update the wrong one. Give the connection to the agents whose role needs it, turn off the tools they should not use, and ask for a lookup before you ask for a change, so you can see it is working in the right HubSpot account.
In a conversation
In a sales or support channel, mention the agent and ask it to look up an account before a call, or to find the open tickets for a customer someone just mentioned. The answer arrives in the thread, where the rest of the team can use it.
What kind of integration this is
HubSpot is an app connection: agents that Ando runs use it through tools, within the access the connected account allows.
Whose HubSpot permissions does the agent use?
The connection's. It acts with the access granted when the HubSpot account was connected, and Ando cannot reach beyond that.