> ## 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.

# HubSpot

> Bring your HubSpot CRM, marketing, and support into the conversational flow in Brain Studio.

**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**](/en/guides/getting-started/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.

<Steps>
  <Step title="Open Marketplace">
    In Brain Studio, open **Marketplace** from the left menu.
  </Step>

  <Step title="Search for HubSpot">
    Find the integration and click **Connect**.
  </Step>

  <Step title="Authorize with HubSpot">
    Sign in to HubSpot and accept the permissions requested by the app.
  </Step>

  <Step title="Confirm installation">
    The integration will appear as **connected**.

    <Check>
      You can use it in **Canvas** or add it as a tool in **AI Agent**.
    </Check>
  </Step>
</Steps>

***

## 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.

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

## 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

<Steps>
  <Step title="Open the AI Agent node">
    In Canvas, select or add the **AI Agent** node.
  </Step>

  <Step title="Open Tools">
    In the right panel, open the **Tools** tab.
  </Step>

  <Step title="Add HubSpot">
    Use **Add tool**, search for **HubSpot**, and enable it.
  </Step>

  <Step title="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).

    <Check>
      **HubSpot** appears in the agent's tool list, and you can open its settings with the gear icon.
    </Check>
  </Step>
</Steps>

### In Canvas

<Steps>
  <Step title="Drag HubSpot into Canvas">
    In the left panel, open **Marketplace** and drag **HubSpot** into your flow.
  </Step>

  <Step title="Select the tool">
    With the node selected, in **Tools** choose the specific action (each one maps to one of the 63 catalog tools).
  </Step>

  <Step title="Configure body and memory">
    Fill in the JSON request body and, if needed, **Save response** into a memory variable.
  </Step>

  <Step title="Connect the flow">
    Link **Task completed** and **There was an error** outputs to the next nodes.

    <Check>
      The node is ready to run in the order defined by your flow.
    </Check>
  </Step>
</Steps>

**Configuration example** for a step that updates an existing deal using data already saved in memory:

```json theme={null}
{
  "deal_id": "{{$memory.id_oferta}}",
  "properties": {
    "dealstage": "qualifiedtobuy",
    "amount": "{{$memory.monto_estimado}}"
  }
}
```

***

## Use cases

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

## Integrations that pair well with HubSpot

<AccordionGroup>
  <Accordion title="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](/en/guides/integraciones/productividad/gmail)
  </Accordion>

  <Accordion title="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](/en/guides/integraciones/agendamiento/calendly)
  </Accordion>

  <Accordion title="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](/en/guides/integraciones/productividad/slack)
  </Accordion>
</AccordionGroup>

***

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