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HubSpot gives your agent access to your connected CRM. The agent can search and update contacts, explore companies and deals, log notes and meetings, and retrieve pipeline information while it responds to chat messages or completes tasks.

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What it does

When HubSpot is enabled on an agent, the agent can automatically perform CRM actions as part of its reasoning process. You ask a question or give it a task — the agent decides when and how to use your HubSpot account on your behalf.

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Prerequisites

You must have an active HubSpot connection in your workspace before enabling this tool. If no active connection exists, the toggle is disabled.
  1. Go to Integrations for your workspace.
  2. Find HubSpot in the integrations grid.
  3. Click Connect and complete the OAuth flow.
  4. Return to your agent and enable the tool.

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Adding the tool to an agent

  1. Open an agent in the editor.
  2. Click the button with the tooltip Add MCP Tool or Sub Agent.
  3. In MCP Tools, click HubSpot. The HubSpot node appears on the canvas.
  4. Click the node to open the Settings panel on the right.
  5. In the Authentication field, select the connected HubSpot account the agent should use.
  6. If no active connection is found, the settings panel shows a warning with a link to Integrations to connect first.

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Use cases

  • Look up deal status and summarize the activity timeline for a sales rep.
  • Create or update a contact after a lead form submission in chat.
  • Search companies and draft outreach based on CRM context.
  • Log a note or meeting after a workflow completes.

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Notes

  • The agent uses your connected HubSpot account to perform actions. Make sure the OAuth connection has the scopes your workflows need.
  • HubSpot is not available when the agent model provider is Google/Gemini.
  • This tool counts as 1 credit per action the agent performs.
  • OAuth may show third-party authorization branding during the connect flow.
See also: Integrations, Creating and Configuring