CRM
AI agents that use HubSpot
UtilitySpaces gives an AI agent scoped access to HubSpot through its own encrypted connection, not your password. The agent can call 5 named HubSpot tools, and the 2 that write wait for a person's approval unless an admin has set the connection to run without asking. Every call is written to a hash-chained audit log with its arguments and its result.
What an agent can do in HubSpot
List and create contacts, companies, and deals in HubSpot CRM. An agent calls these by name, and matching is exact.
| Tool | What it does | Waits for approval by default |
|---|---|---|
| List contacts | List CRM contacts. | No — read only |
| List companies | List CRM companies. | No — read only |
| List deals | List CRM deals. | No — read only |
| Create contact | Create a contact from a properties object. | Yes — it writes |
| Create deal | Create a deal from a properties object. | Yes — it writes |
3 read tools, 2 write tools. Generated from the connector catalogue the product runs on, so it cannot list a tool that does not exist.
What teams hand an agent in HubSpot
Sales teams hand an agent the CRM reading in HubSpot: List contacts, List companies, and List deals answer who owns what and what is open. Create contact and Create deal are the writes, both build the record from a properties object, and both wait for a person unless an admin has set this connection to run writes without asking.
- Brief a rep before a call by listing the contact, their company, and any deals already attached to either.
- Create a contact when a new lead introduces themselves in chat or email and no matching record is found (after a person approves it)
- Create a deal when a conversation reaches a clear buying signal, with the amount and stage taken from the thread (after a person approves it)
What waits for a person
Reads run on their own. These do not — each one waits in Approvals for an owner or admin unless an admin has set this connection to run writes without asking, and every call toHubSpot, approved, rejected or unattended, is logged.
- Create contact POST
- Create deal POST
What connecting HubSpot takes
HubSpot uses an API key you create in HubSpot and paste in once. A workspace admin sets the connection up; the fields are:
- Private App Access Token
Credentials are encrypted and bound to your workspace, never read back, and every outbound call passes one guarded fetch — the connector security posture sets out exactly how, and the security page covers the platform around it.
Where HubSpot fits
Give an agent HubSpot work by writing a message in the inbox, or put its tools in a scheduled flow. What the run cost is on the cost breakdown.
Other crm integrations: Twenty CRM. Or see every application agents can connect to.
See it doing your actual work
Open a demo workspace, connect one app, and give an agent a real job. No card, no sales call.
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