HubSpot

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

A HubSpot account (portal) with the modules and permissions for the areas you will use (CRM, marketing, service, etc.).
Permission to install connected apps or authorize OAuth on behalf of the organization, if your admin requires it.
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.

Open Marketplace

In Brain Studio, open Marketplace from the left menu.

Search for HubSpot

Find the integration and click Connect.

Authorize with HubSpot

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.

Core CRM

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.

Bulk operations

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.

Associations and relationships

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.

Commercial activity and follow-up

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.

Conversations and messaging

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.

Marketing and content

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.

Forms and assets

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.

Workflows and automation

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.

Custom objects and configuration

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

Open the AI Agent node

In Canvas, select or add the AI Agent node.

Open Tools

In the right panel, open the Tools tab.

Add HubSpot

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

Configure tools

Choose full integration or enable only the tool categories this agent should use (avoid exposing workflows or marketing if the channel is support-only).

HubSpot appears in the agent’s tool list, and you can open its settings with the gear icon.

In Canvas

Drag HubSpot into Canvas

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

Select the tool

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

Configure body and memory

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

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

From chat to CRM and pipeline, with no manual operations

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.

Voice-based HubSpot queries from WhatsApp for internal use

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.

Support and conversations with full context

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.

From chat acquisition to marketing and automation

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

Gmail

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

Calendly

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

Slack

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.

Empezando

Desarrollador

Jelou CLI

Mensajería Outbound

Gestión

Marketplace

Canales

Configuración

Facturación

What HubSpot enables

Installation

Prerequisites

How to connect it

Available tools

How to use in Brain

In AI Agent

In Canvas

Use cases

Integrations that pair well with HubSpot

Integrations

How to use integrations in Brain

​What HubSpot enables

​Installation

​Prerequisites

​How to connect it

​Available tools

​How to use in Brain

​In AI Agent

​In Canvas

​Use cases

​Integrations that pair well with HubSpot

​Related articles

Integrations

How to use integrations in Brain

What HubSpot enables

Installation

Prerequisites

How to connect it

Available tools

How to use in Brain

In AI Agent

In Canvas

Use cases

Integrations that pair well with HubSpot

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