Integrations · CRM & sales

HubSpot in the conversation.

A CRM and marketing suite where most small and mid-sized teams keep the record of a customer. Connect it once and your copilot works with contacts, companies, deals, tickets and logged activity without leaving the thread — and your workflows can act on it while the customer is still typing.

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HubSpot

CRM & sales

01 · COPILOT

Ask for it in plain language. It does the HubSpot part.

Copilot rides inside the inbox. With HubSpot connected it reads contacts, companies, deals, tickets and logged activity and acts on them from the same panel as the conversation — no second tab, no copying an order number across.

Look up a contact or company by email, domain or name
Create a contact from a conversation that has no record yet
Log a note, call or email against the right record
Read a deal — its stage, amount, owner and close date
Move a deal to another stage or update its properties
Pull a list of deals or contacts matching a filter

What a specific connection exposes is decided by HubSpot, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch. HubSpot also has a first-party Cloodot integration with its own settings screen — the two are independent, and you can run either or both.

02 · WORKFLOWS

Something happens in HubSpot. A workflow starts.

Once HubSpot is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

A contact is created or updated
A deal moves to a new stage
A form on your site is submitted

The picker is the authority on which events your HubSpot connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which HubSpot tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what HubSpot said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the HubSpot tools you left enabled and nothing else.

What teams do with it

Two ways HubSpot earns its connection.

The thread knows the deal

A WhatsApp message arrives from a number already on a HubSpot contact — ask Copilot for the open deal and you get the stage, the amount and the owner before you answer.

Nothing gets logged twice

A workflow fires when a conversation is resolved and writes the outcome back as a note on the contact, so the CRM reflects the inbox without anyone copying it across.

Setup

Connect HubSpot in about a minute.

1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
2
Find HubSpot in Browse
The catalogue runs to hundreds of apps and is searchable. Connect HubSpot from its card.
3
Authorize with your own HubSpot account
You sign in on HubSpot's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Open Settings → Apps →

HubSpot questions.

How do I connect HubSpot to Cloodot?

Open Settings → Apps in Cloodot, switch to Browse, and search for HubSpot. Connecting it opens HubSpot's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot. HubSpot also has a first-party Cloodot integration with its own settings screen — the two are independent, and you can run either or both.

What can Cloodot do in HubSpot?

Work of this kind: look up a contact or company by email, domain or name; create a contact from a conversation that has no record yet; log a note, call or email against the right record; read a deal — its stage, amount, owner and close date; move a deal to another stage or update its properties; pull a list of deals or contacts matching a filter. The exact list depends on what your HubSpot account is allowed to do — Settings → Apps shows every tool the connection actually exposes.

Can I limit which HubSpot tools Cloodot may use?

Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only HubSpot connection is a matter of leaving the writes off.

Can an event in HubSpot start a Cloodot workflow?

Yes. Events like a contact is created or updated, a deal moves to a new stage, a form on your site is submitted appear in the workflow editor's trigger picker once HubSpot is connected, and the event's own fields become variables the rest of the workflow can read.

Who in my team can connect HubSpot?

Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the HubSpot account that authorized it, so a crm & sales connection is only ever as broad as the account behind it.

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