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What You Can Do with HubSpot AI Integration

How to use the hubspot integration and what you can do with the hubspot integration.

Updated this week

This guide explains what you can accomplish using AI to work with your HubSpot data.

What This Integration Enables

With this HubSpot integration, you can use natural language to interact with your CRM data. Simply ask your AI assistant to perform tasks, and it will work directly with your HubSpot account.

Data You Can Access and Manage

Companies

  • View all your companies and their details

  • Search for specific companies by name, industry, or other criteria

  • Create new company records

  • Update existing company information

  • Add custom fields and properties to companies### *

Contacts

  • Browse your contact database

  • Search for contacts by name, email, company, or any other field

  • Create new contacts

  • Update contact information

  • Organize contacts with custom properties### *

Deals

  • View your sales pipeline and deal information

  • Search deals by stage, amount, or other criteria

  • Create new deals

  • Update deal progress and details

  • Track deal properties and custom fields### *

Products & Pricing

  • View your product catalog and line items

  • Search products by name or category

  • Access pricing information

  • Review quote details

Custom Objects

  • Access any custom objects you've created in HubSpot

  • View, search, and manage custom data structures

  • Create and update custom object records## 💬 Example Conversations### *

Getting Information

  • "Show me all companies in the technology industry"

  • "Find contacts at Acme Corp"

  • "What deals are in the negotiation stage?"

  • "Who are my biggest customers by deal value?"

  • "List all contacts created this month"

Creating Records

  • "Create a new company called TechStart Inc in San Francisco"

  • "Add John Smith as a contact at TechStart Inc with email [email protected]"

  • "Create a deal for $50,000 with TechStart Inc in the qualification stage"

Updating Information

  • "Update Acme Corp's industry to Manufacturing"

  • "Change Jane Doe's job title to Marketing Director"

  • "Move the TechStart deal to the proposal stage"

  • "Add a phone number for John Smith"

Searching & Analysis

  • "Find all companies with more than 100 employees"

  • "Show me contacts who haven't been contacted in 30 days"

  • "What's our total pipeline value for Q4?"

  • "List all deals above $25,000"

Custom Properties

  • "Add a custom field called 'Partnership Status' to companies"

  • "Create a 'Lead Score' property for contacts"

  • "Show me all the custom fields for deals"

Bulk Operations

You can also perform actions on multiple records at once:

  • "Update the industry for all companies in New York to 'Financial Services'"

  • "Create 10 new contacts from this spreadsheet data"

  • "Update all deals in the proposal stage to include a close date"

Smart Search & Filtering

The integration supports sophisticated searches:

  • "Find companies created in the last 6 months with revenue over $1M"

  • "Show contacts from technology companies who are decision makers"

  • "List deals that are overdue for follow-up"

Data Organization

Properties Management

  • Add new custom fields to track information specific to your business

Data Structure

  • Work with both standard HubSpot fields and your custom properties

Relationships

  • Connect companies, contacts, and deals together

Current Limitations

While powerful, there are some things this integration cannot currently do:

Tasks & Notes

  • Cannot create or manage tasks and notes within HubSpot

Email & Communication

  • Cannot send emails or log communication activities

Tickets & Support

  • Cannot access or manage support tickets

Workflows

  • Cannot view or modify automated workflows

Reporting

  • Cannot generate HubSpot reports (but can analyze data for you)

Getting Started

After your integration is connected and activated in the chat, simply start a conversation with your AI assistant and mention what you want to do with your HubSpot data.

For example:

  • "I want to see all my customers in California"

  • "Help me create a new contact for the lead I just met"

  • "Show me which deals are likely to close this month"

The AI will understand your request and work directly with your HubSpot account to get the information or make the changes you need.

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