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.Documentation Index
Fetch the complete documentation index at: https://docs.jelou.ai/llms.txt
Use this file to discover all available pages before exploring further.
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.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
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 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
Bulk operations
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 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
Associations and relationships
Associations and relationships
Connect objects and retrieve related activity.Included tools
- Create Associations
- Get Associated Emails
- Get Associated Meetings
- 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
Commercial activity and follow-up
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 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
Conversations and messaging
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 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
Marketing and content
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 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
Forms and assets
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 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
Workflows and automation
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 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
Custom objects and configuration
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 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
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
In Canvas
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.
Use cases
From chat to CRM and pipeline, with no manual operations
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
- Less manual work for sales and RevOps
- Pipeline updated in real time
- Better traceability between conversation, contact, and deal
Voice-based HubSpot queries from WhatsApp for internal use
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
- 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
Support and conversations with full context
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
- Faster and better-contextualized support
- Less information loss between support and CRM
- Real continuity across conversation, ticket, and customer history
From chat acquisition to marketing and automation
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
- 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
Integrations that pair well with HubSpot
Gmail
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
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
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
Related articles
Integrations
Catalog of integrations available in Marketplace.
How to use integrations in Brain
General flow to install and use integrations in Brain Studio.