This integration is built during your install, not a self-serve connection today. The steps below describe what we set up for you — talk to us to get it wired up.
HubSpot Integration
Sync leads, contacts, and deals automatically
The HubSpot integration enables your AI agents to read and write data directly to your CRM. Automatically create contacts from qualified leads, update deal stages, and keep your sales team in sync without manual data entry.
✨ What You Can Do
Setup Guide
Connect Your HubSpot Account
Go to Dashboard → Integrations and click "Connect" next to HubSpot.
Required Permissions
You'll need HubSpot Admin or Super Admin access to authorize the integration.
Authorize Access
Review and approve the requested scopes. We request only what's necessary:
Requested Scopes:
crm.objects.contacts.read crm.objects.contacts.write crm.objects.deals.read crm.objects.deals.write crm.objects.companies.read timeline Configure Field Mapping
Map your agent's output fields to HubSpot contact properties:
| Agent Field | → | HubSpot Property |
|---|---|---|
| → | ||
| name | → | First Name / Last Name |
| company | → | Company |
| lead_score | → | Lead Score (custom) |
| qualification_notes | → | Notes (timeline) |
Test the Connection
Send a test lead through your agent and verify it appears in HubSpot.
Success!
Contact "Jane Smith" created in HubSpot with lead score 85.
Popular Use Cases
Lead Qualification → Contact
When a lead is qualified by your AI agent, automatically create or update the contact in HubSpot with qualification data.
Meeting Booked → Deal Created
When your scheduling agent books a meeting, create a deal in HubSpot and associate it with the contact.
Email Response → Timeline Note
Log AI-generated email responses to the contact's activity timeline for full visibility.
Deal Stage Change → Follow-up
Trigger your follow-up agent when a deal moves to a specific stage in HubSpot.
How It Works (Technical)
When your agent processes a lead, it automatically calls the HubSpot API to create or update contacts:
// Agent creates contact in HubSpot POST https://api.hubapi.com/crm/v3/objects/contacts{ "properties": { "email": "jane@example.com", "firstname": "Jane", "lastname": "Smith", "company": "Acme Corp", "phone": "+1-555-123-4567", "lead_score": "85", "lead_status": "QUALIFIED", "inteliworks_source": "Lead Qualification Agent", "inteliworks_qualified_at": "2026-01-15T14:30:00Z" } }
Troubleshooting
Contact not being created
- Check that the email field is being passed (required by HubSpot)
- Verify the integration is still connected
- Look for duplicate contacts - HubSpot may be updating instead of creating
Custom properties not appearing
Custom properties must be created in HubSpot first. Go to Settings → Properties → Create Property, then map it in your agent configuration.
Rate limit errors
HubSpot has API rate limits. If you're processing high volumes, consider:
- Batching updates where possible
- Using HubSpot's batch API endpoints
- Contacting us about enterprise rate limits