HubSpot

What is the HubSpot Connection?

The HubSpot connection links your HubSpot account to Duvo, enabling your assignments to manage contacts, deals, tickets, and CRM data on your behalf. This is a user-configured connection—you'll need to connect your HubSpot account before your assignments can use it.

What Can It Do?

The HubSpot connection provides actions that allow your assignments to:

• Manage contacts and companies: Create, update, and retrieve contact and company records in your CRM

• Track deals and pipelines: Create and update deals, move opportunities through pipeline stages, and monitor sales progress

• Handle support tickets: Create, update, and resolve tickets for customer support workflows

• Log activities: Record calls, emails, meetings, and notes against CRM records

• Retrieve CRM data: Search and access contacts, companies, deals, and activity history for reporting or downstream automation

Why This Matters

CRM data is the backbone of sales and customer success operations—tracking every prospect, deal, and support interaction. The HubSpot connection allows your assignments to keep that data current automatically, creating and updating records as workflows execute, so your team always works from accurate information without manual data entry.

When to Use It

Use the HubSpot connection when your assignment needs to:

• Log inbound leads: Automatically create or update contact records when new leads arrive from web forms, emails, or other sources

• Update deal stages: Move deals through your pipeline based on workflow outcomes or external triggers

• Create support tickets: Generate tickets from incoming requests and route them to the right team

• Enrich CRM records: Append activity logs, notes, or file attachments to existing contacts and companies

• Pull CRM data: Retrieve contact or deal information to drive follow-up emails, reports, or downstream processes

How It Works

After connecting your HubSpot account, your assignments can interact with your CRM using your credentials and permissions. When you include HubSpot actions in your assignment's SOP, it will manage records just as you would—creating contacts, updating deal stages, and logging activities according to your workflow.

Key Benefits

Automated CRM hygiene: Keep contact and deal records up to date without manual data entry

End-to-end sales workflows: Bridge inbound leads, deal tracking, and customer communication in a single automated process

Accurate activity history: Ensure calls, emails, and meetings are logged consistently against the right records

Cross-tool visibility: Combine HubSpot data with other connections to drive reporting and notifications

Consistent processes: Ensure CRM updates follow the same steps every time, regardless of who runs the workflow

Works Well With

• Gmail or Microsoft Outlook: Send emails to HubSpot contacts and log the communication back to their CRM record automatically

• Slack or Microsoft Teams: Post deal updates, new lead alerts, or ticket notifications to sales or support channels

• Google Sheets or Microsoft Excel: Export contact or deal data into spreadsheets for pipeline analysis and reporting