HubSpot

Read and write HubSpot contacts, companies, deals, and tickets from any myai canvas, function, or chat.

CRMAvailable now

HubSpot anchors the marketing + sales stack at most mid-market companies myai works with. The integration treats it as a live data source — contacts and companies readable from chat, deals writable from automations, tickets and email events available as triggers, custom objects and properties working out of the box through HubSpot's object model.

What you can do

  • Pull pipeline data into a chat — "show me deals over $50k that haven't moved in 30 days" returns a structured table without leaving the conversation.
  • Write back from automations — a workflow can create contacts, update deal stages, or log a note when conditions fire elsewhere in your stack.
  • Custom objects and properties work out of the box — the integration reads HubSpot's metadata so per-portal customizations don't need per-portal wiring.
  • Email and engagement signals as input to automations — a new email open or form submission can kick off a downstream function.
  • Cross-source views mixing HubSpot pipeline with Salesforce-style enrichment or calendar/email activity in a single canvas.

How to connect

Uses a HubSpot Private App token sent as Authorization: Bearer {token}. Create a Private App at Settings → Integrations → Private Apps in your HubSpot portal, grant the scopes the integration needs (object read/write at minimum), and paste the token in. No OAuth round-trip, no external app registration.

Private App tokens are portal-scoped and don't expire by default — rotate manually if you need to.

Connect HubSpot in myai

Common use cases

  • Daily pipeline summaries for the sales lead — pulled from HubSpot, formatted into a digest, posted to a Slack channel each morning.
  • Lead enrichment functions triggered when a new lead lands, fetching related contacts and recent activity and posting a primer to the assigned AE.
  • Cross-tool views that mix HubSpot deal state with email open data, calendar load, and recent product usage — built in a single canvas.

Reference

  • Connection model: HubSpot Private App token (Bearer)
  • Scope: ~70 operations across Contacts, Companies, Deals, Tickets, Email, and custom objects
  • Per-portal customizations (custom objects + properties) introspected automatically
  • For setup, see the HubSpot Private Apps docs