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HubSpot exposes 63 tools in Brain Studio, covering CRM, marketing, sales, service, and automation in a single portal. Unlike more focused CRMs such as Pipedrive (sales pipeline) or Salesforce (enterprise operations), HubSpot covers everything from acquisition to the full customer lifecycle. In Brain Studio, this integration lets your flows operate on contacts, companies, deals, tickets, conversations, workflows, forms, pages, and campaigns directly from the conversation. The integration allows you to run CRM, support, and marketing directly from the conversational channel.

What HubSpot enables

When you connect HubSpot, you can:
  • Close the commercial cycle from the conversation — capture leads, move deals, open tickets, and log activity without the team entering the portal
  • Record the context of each interaction — notes, tasks, meetings, and interactions that reflect what happened in the channel
  • Run support operations on the HubSpot inbox — read threads, send messages, and leave comments in case context
  • Trigger marketing from the flow — enroll contacts in workflows, add them to lists, run campaigns, and manage landing pages
  • Scale with bulk operations and custom objects — sync in batches and work with the portal’s extended data model

Installation

Prerequisites

  1. A HubSpot account (portal) with the modules and permissions for the areas you will use (CRM, marketing, service, etc.).
  2. Permission to install connected apps or authorize OAuth on behalf of the organization, if your admin requires it.
  3. Clarity on which objects and areas you will use in production: many tools depend on the portal having the right product enabled (for example Conversations or Marketing Hub).

How to connect it

The most direct way is to use Jelou Agent: describe what you need and the agent connects HubSpot automatically inside the flow. If you prefer manual setup, follow these steps in the Marketplace. The connection uses HubSpot OAuth; you do not need to copy credentials.
1

Open Marketplace

In Brain Studio, open Marketplace from the left menu.
2

Search for HubSpot

Find the integration and click Connect.
3

Authorize with HubSpot

Sign in to HubSpot and accept the permissions requested by the app.
4

Confirm installation

The integration will appear as connected.
You can use it in Canvas or add it as a tool in AI Agent.

Available tools

The integration exposes 63 tools in Brain Studio. To keep this page readable, we group them by functional categories. Open each section to see the included tools and the type of process they solve in HubSpot.
Manage the CRM core: contacts, companies, deals, leads, and tickets.Included tools
  • Create or Update Contact
  • Update Contact
  • Get Contact Data
  • Add Contact to List
  • Create Company
  • Get Company
  • Update Company
  • Create Deal
  • Get Deal
  • Update Deal
  • Create Lead
  • Update Lead
  • Search CRM
When to use this category
  • When you need to register or enrich leads
  • When you want to create or move opportunities in the pipeline
  • When you need to open tickets or query CRM data during a conversation
Ideal for Sales, CRM ops, and support teams using HubSpot as the main system.
Run creates and updates on multiple records at once.Included tools
  • Batch company creation
  • Batch company updates
  • Batch upsert for companies
  • Bulk contact create or update
When to use this category
  • When you receive data from another system and need high-volume sync
  • When running cleanup, migration, or bulk enrichment
  • When the use case does not justify processing one contact at a time
Ideal for Migrations, sync jobs, and data management operations.
Connect objects and retrieve related activity.Included tools
  • Create Associations
  • Get Associated Emails
  • Get Associated Meetings
When to use this category
  • When you need to link contacts, companies, deals, or other objects
  • When you want relational context before responding or acting
  • When value comes from understanding connected history, not a single isolated record
Ideal for Flows with traceability across contact, company, deal, and activity.
Log commercial or operational work around the CRM.Included tools
  • Create Interaction
  • Create Meeting
  • Schedule Meeting
  • Create Task
  • Create Note
When to use this category
  • When you want a record of a conversation or commercial action
  • When you need to schedule follow-up or next action
  • When you want HubSpot to reflect what happened in the conversational channel
Ideal for Sales and customer success teams that work with activity timelines.
Work on HubSpot’s conversational layer: channels, inboxes, threads, and messages.Included tools
  • Get Channel
  • List Channels
  • Get Inbox
  • List Inboxes
  • List Threads
  • List Messages
  • Send Message
  • Add Comment
  • Create Communication
When to use this category
  • When you need to read conversation context before taking action
  • When you want to reply or leave comments from the flow
  • When your operation uses HubSpot Conversations inbox as a central point
Ideal for Support, customer service, and conversational operations teams.
Manage marketing pieces, pages, and assets published in HubSpot.Included tools
  • Create Marketing Email
  • Clone Marketing Email
  • List Marketing Emails
  • List Campaigns
  • List Marketing Events
  • List Blog Posts
  • Create Page
  • Update Page
  • List Pages
  • Create Landing Page
  • Update Landing Page
  • Clone Website Page
When to use this category
  • When you want to automate content creation or iteration
  • When you need to list or review active marketing assets
  • When the conversational flow triggers actions on campaigns, landing pages, or emails
Ideal for Marketing ops, growth, and teams managing content inside HubSpot.
Manage forms, templates, and files related to acquisition.Included tools
  • Create Form
  • List Forms
  • Update Form Fields
  • List Templates
  • Get File Public URL
When to use this category
  • When you need to create or adjust forms from a flow
  • When you want to list reusable assets
  • When the process needs to expose a public file or resource
Ideal for Lead acquisition, form automation, and asset management.
Connect Brain with native HubSpot automation.Included tools
  • Create Contact Workflow
  • Create New Workflow
  • Delete Workflow
  • Enroll Contact in Workflow
  • Get Workflow Details
  • Retrieve Workflows
  • Retrieve Migrated Workflow Mappings
  • Retrieve Workflow Emails
When to use this category
  • When you want to trigger existing HubSpot automations
  • When you need to enroll contacts from a conversation or event
  • When you want to audit or query workflows and their components
Ideal for Marketing automation, lifecycle management, and advanced HubSpot ops.
Extend the data model and query key portal preferences.Included tools
  • Create Custom Object
  • Update Custom Object
  • Get Subscription Preferences
When to use this category
  • When your operation depends on non-standard objects in HubSpot
  • When you need to respect communication preferences before taking action
  • When the flow must work with more advanced portal configuration
Ideal for Mature HubSpot implementations with an extended data model.

How to use in Brain

With 63 tools, this integration is broad: for each flow, it is best to enable only the tools you need (CRM, conversations, marketing, workflows, etc.) to reduce errors, noise, and token cost. AI Agent fits when intent is open-ended (“register me in the CRM”, “enroll me in the sequence”, “what campaigns are active?”, “reply in the support conversation”). The model chooses inside the enabled subset; the more aligned it is with your operation, the better. Canvas fits when the process is deterministic: for example Search CRM -> Update Deal -> Create Note -> Enroll Contact in Workflow. Use Save response to pass IDs and properties between nodes.

In AI Agent

1

Open the AI Agent node

In Canvas, select or add the AI Agent node.
2

Open Tools

In the right panel, open the Tools tab.
3

Add HubSpot

Use Add tool, search for HubSpot, and enable it.
4

Configure tools

Choose full integration or enable only the tool categories this agent should use (avoid exposing workflows or marketing if the bot is support-only).
HubSpot appears in the agent’s tool list, and you can open its settings with the gear icon.

In Canvas

1

Drag HubSpot into Canvas

In the left panel, open Marketplace and drag HubSpot into your flow.
2

Select the tool

With the node selected, in Tools choose the specific action (each one maps to one of the 63 catalog tools).
3

Configure body and memory

Fill in the JSON request body and, if needed, Save response into a memory variable.
4

Connect the flow

Link Task completed and There was an error outputs to the next nodes.
The node is ready to run in the order defined by your flow.
Configuration example for a step that updates an existing deal using data already saved in memory:
{
  "deal_id": "{{$memory.id_oferta}}",
  "properties": {
    "dealstage": "qualifiedtobuy",
    "amount": "{{$memory.monto_estimado}}"
  }
}

Use cases

This is one of the most representative HubSpot use cases in Brain Studio: a conversation captures commercial context and turns it into real operations inside the portal.Typical flow:
  • The user talks over WhatsApp, web chat, or an internal channel
  • The flow checks if the record exists with Search CRM or Get Contact Data
  • It creates or updates the contact with Create or Update Contact
  • It creates or moves the opportunity with Create Deal or Update Deal
  • It logs activity with Create Interaction, Create Note, or Create Task
Impact:
  • Less manual work for sales and RevOps
  • Pipeline updated in real time
  • Better traceability between conversation, contact, and deal
Ideal for: lead capture, sales qualification, opportunity follow-up, and revenue operations.
An internal agent connected to WhatsApp lets sales leaders, reps, or authorized users query the CRM in natural language - including voice notes - without entering HubSpot.Typical flow:
  • An authorized user sends a message or voice note asking about a lead, deal, or expected next step
  • The agent interprets the query and retrieves information with Search CRM, Get Contact Data, Get Deal, or related tools
  • It summarizes current status, stage, recent activity, or recommended next action
  • If needed, it logs follow-up with Create Task, Create Note, or Create Interaction
Impact:
  • Faster CRM access for leadership and revenue teams
  • Less dependency on entering the portal for operational checks
  • Better commercial follow-up from the same channel the team already uses daily
Ideal for: internal sales, revenue teams, founders, and commercial leadership who want conversational HubSpot access.
When HubSpot is also the customer support center, Brain can work not only on CRM records but also on the conversational layer: inboxes, threads, messages, comments, and tickets.Typical flow:
  • The flow identifies case context with List Inboxes, List Threads, or List Messages
  • It finds or enriches the customer record in CRM
  • It opens or updates the case with Create Ticket
  • It keeps traceability with Add Comment, Create Note, or replies with Send Message when required
Impact:
  • Faster and better-contextualized support
  • Less information loss between support and CRM
  • Real continuity across conversation, ticket, and customer history
Ideal for: support, customer success, and teams running conversations in HubSpot.
A qualified lead from the conversation does not stay only in CRM: it can go directly into lists, workflows, and marketing processes already defined in HubSpot.Typical flow:
  • The flow creates or updates the contact according to conversation outcome
  • It adds them to a list with Add Contact to List or enrolls them with Enroll Contact in Workflow
  • It triggers downstream steps in HubSpot, such as sales or marketing automation
  • If needed, it can also operate forms, pages, landing pages, or emails from the corresponding categories
Impact:
  • Less friction between acquisition, CRM, and automation
  • Better orchestration across marketing, sales, and lifecycle
  • HubSpot shifts from being just a repository to a truly operational system inside the flow
Ideal for: growth, marketing ops, lifecycle automation, and advanced commercial operations.

Integrations that pair well with HubSpot

After creating a lead or moving a deal in HubSpot, the flow can automatically send a follow-up email or proposal to the contact from the connected Gmail account.Combined flow: deal updated in HubSpot -> proposal email to contact via Gmail.Gmail documentation
When the conversation ends with “let’s schedule a meeting”, the flow can generate a Calendly link and, once booked, log activity or a note in HubSpot with full commercial context.Combined flow: lead qualified in HubSpot -> Calendly link -> booking confirmed -> note logged in HubSpot.Calendly documentation
Every high-value lead, won deal, or urgent ticket can trigger an alert to the corresponding Slack channel, so the team can react without opening HubSpot.Combined flow: enterprise lead created in HubSpot -> alert sent to #enterprise-sales in Slack with contact and company.Slack documentation

Integrations

Catalog of integrations available in Marketplace.

How to use integrations in Brain

General flow to install and use integrations in Brain Studio.