HubSpot

HubSpot AI Integration

CRM & Sales

With HubSpot connected, your assistants can answer questions from contacts, companies, deals, marketing emails, tickets, and reports, limited to the objects and fields you choose. Ask for every contact at Acme Corp or which deals in negotiation have had no activity in two weeks.

Access Mode
Read & Write
Setup Time
~5 minutes
Auth Method
OAuth 2.0
Available soon Read-only by default

Connect HubSpot to JoySuite

Your assistants look up HubSpot records across sales, marketing, and service when someone asks.

Available soon. Setup takes about 5 minutes once it's ready.
Join Waitlist

What you can do

Answering a question about one account usually means clicking through its contacts, deals, and tickets one record at a time.

Find everyone at a company

"Show me all contacts at Acme Corp"

Name a company and get its contacts from HubSpot.

Find stalled deals

"Find deals in negotiation with no activity in 2 weeks"

List deals in a stage, such as negotiation, with no recent activity.

Prepare for an account call

"What's our full history with TechStart Inc?"

Pull an account's history across sales, marketing, and support before you dial.

Check deal cycle time

"What's our average deal cycle time this quarter?"

Ask for the average deal cycle for a quarter and get the figure from your pipeline.

Find engaged contacts who haven't converted

"Show contacts who opened our last 3 campaigns but haven't converted"

See who opened your recent campaigns but hasn't converted.

Check tickets on pipeline accounts

"What support tickets are open for contacts in my pipeline?"

See open support tickets for contacts in your pipeline.

What Your Assistants Can Access

JoySuite securely connects to HubSpot, making these resources available to your assistants.

🏢

Companies

Access company records, properties, and associations.

Company Name Industry Revenue Employees Owner
👤

Contacts

Access contact details, lifecycle stage, and engagement history.

Name Email Phone Lifecycle Lead Score
💰

Deals

View deals, pipeline stages, and revenue forecasts.

Deal Name Amount Stage Close Date Owner
📧

Marketing

Access email campaigns, performance metrics, and automation data.

Campaign Open Rate Click Rate Conversions
🎫

Tickets

View support tickets, status, and resolution history.

Ticket ID Subject Status Priority Owner
📊

Analytics

Query HubSpot reports and dashboard data.

Report Name Metrics Date Range Breakdown

Connector Commands

Use these specialized commands to interact with your HubSpot data directly in conversations.

/hubspot contact

Get Contact

Retrieve contact details, timeline, and associations.

/hubspot company

Get Company

View company details, contacts, and deal history.

/hubspot deal

Get Deal

Access deal details, stage history, and activities.

/hubspot search

Search Records

Search across HubSpot objects with filters.

/hubspot pipeline

View Pipeline

Get deal pipeline summary by stage or owner.

/hubspot create

Create Record

Create new contacts, companies, or deals.

Commands respect your permissions and access settings.

Connect HubSpot to Your Other Tools

See how HubSpot works with your other connected tools.

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💬

HubSpot + Slack Integration

See what your team said in Slack about a deal next to its HubSpot record.

🧲
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📧

HubSpot + Gmail/Outlook Integration

Bring Gmail or Outlook threads into answers about a HubSpot contact.

🧲
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📁

HubSpot + Google Drive Integration

Link HubSpot deals with Google Drive or SharePoint for proposals and contracts. Access documents alongside deal context.

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📋

HubSpot + Asana Integration

Connect closed-won deals with Asana or Monday.com projects to follow the handoff to delivery.

Permissions & Access Control

You control exactly what JoySuite can access within HubSpot.

Default

Read Access

Read-only is the default for every connector. Your assistants can search and retrieve data, and they change nothing in HubSpot unless your IT team turns on write access.

  • Search and query records
  • View record details and history
  • Access related records and associations
  • View reports and dashboards
Requires IT approval

Write Access

Write access is off by default. It's available only where your IT team explicitly approves and enables it.

  • Create new records
  • Update existing records
  • Add notes and activities
  • Manage associations
For your IT team Security & safety How JoySuite works with your LMS

Frequently asked questions

Does JoySuite store my HubSpot data?

No. JoySuite connects to HubSpot via OAuth and queries data in real-time. Your CRM data stays in HubSpot. JoySuite reads it from HubSpot when you ask a question and doesn't keep a copy.

What HubSpot permissions does JoySuite need?

Read access by default for searching and viewing records. Write access is optional and enables features like creating records and logging activities. You control permissions during setup.

Can I limit which HubSpot objects JoySuite can access?

Yes. During configuration, you choose which objects and fields are available to your AI assistants. You can restrict access to specific data types based on your security requirements.

How long does setup take?

About 5 minutes. Click connect, authorize via OAuth, choose your settings, and start asking questions about your CRM data.

Can multiple team members connect their HubSpot accounts?

Yes. Each team member can connect their own HubSpot account, and JoySuite respects individual permissions and visibility settings.

Related Connectors

Other connectors people use with HubSpot.

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Zoho CRM

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Connect HubSpot when it launches

Join the waitlist and we'll tell you when the HubSpot connector is available.

Join Waitlist