Setup
Click Enable on the Connections page and authorize with your HubSpot account.Capabilities
- Contact and company management — Create, update, and look up contact and company records in your CRM.
- Deal tracking — Create deals, move them through pipeline stages, and monitor sales progress.
- Support ticket handling — Create, update, and resolve tickets for customer support workflows.
- Activity logging — Record calls, emails, meetings, and notes against CRM records.
- CRM data retrieval — Search and pull contact, company, deal, and activity data for reporting or downstream automation.
Key Benefits
- Automated CRM hygiene — Keep contact and deal records accurate without manual data entry.
- End-to-end sales workflows — Bridge lead capture, deal tracking, and customer communication in a single automated process.
- Consistent activity history — Ensure calls, emails, and meetings are logged against the right records every time.
- Cross-tool visibility — Combine HubSpot data with other connections to power reporting and notifications.
Works Well With
Gmail
Send emails to HubSpot contacts and log the communication back to their CRM record automatically.
Microsoft Outlook
Send emails to HubSpot contacts and log the communication back to their CRM record automatically.
Slack
Post deal updates, new lead alerts, or ticket notifications to sales or support channels.
Microsoft Teams
Post deal updates, new lead alerts, or ticket notifications to sales or support channels.
Google Sheets
Export contact or deal data into spreadsheets for pipeline analysis and reporting.
Microsoft Excel
Export contact or deal data into spreadsheets for pipeline analysis and reporting.