CRM: HubSpot & Salesforce

Connect HubSpot or Salesforce with a simple sign-in from the Integrations Store. The HubSpot tools search contacts, create and update them, and log notes and tasks.

HubSpot and Salesforce both connect with a simple sign-in from the Integrations Store. This page covers how to connect each CRM and exactly what the HubSpot tools do once connected.

Connect HubSpot

Open the Integrations Store and choose HubSpot (in the CRM category).
Sign in to HubSpot and pick the HubSpot account to link.
Attach the connection to the agent that should act on your CRM.

The real gotcha: every HubSpot tool is owner-only. They run on your internal surfaces (the dashboard and BotFather) and never for a website visitor, because CRM records hold third-party PII. A public web-chat agent will not see them even after you connect. What the agent can touch is also bounded by the scopes and permissions of the HubSpot account you authorized.

Tools

Tool	Access	Type	What it does
`hubspot_search`	Owner-only	Read	Search contacts (and other CRM objects) by name, email, phone, company, lifecycle stage, or owner. Returns matching records with their HubSpot ids.
`hubspot_create_contact`	Owner-only	Write	Create a new contact, with optional owner and lifecycle stage; can dedupe by email so you don't spawn duplicates.
`hubspot_update_contact`	Owner-only	Write	Update an existing contact by id (from a search): name, email, phone, company, or lifecycle stage.
`hubspot_log_activity`	Owner-only	Write	Log a note or a task against a contact: record what was discussed, or create a follow-up.

Owner-only, all four

There is no public-safe HubSpot tool. All four of these are owner-only and marked sensitive, so their calls stay hidden from the chat stream and a website visitor can never reach your CRM through an agent. Use HubSpot on an internal agent, one your team talks to, not on a customer-facing bot.

Worked example

You tell your internal agent: "Find John Smith and note that he asked about enterprise pricing, then set him to a sales-qualified lifecycle stage." The agent runs hubspot_search to get John's contact id, hubspot_log_activity to attach the note, and hubspot_update_contact to move his lifecycle stage: three real writes into your live CRM.

Connect Salesforce

Open the Integrations Store and choose Salesforce (in the CRM category).
Sign in to your Salesforce account.
Your agents can then work with your Salesforce CRM. What they reach is bounded by the permissions of the Salesforce account you signed in with.

Limits & honesty

HubSpot writes are real mutations: create_contact, update_contact, and log_activity change your production CRM. Test on an internal agent first.
Owner-only means owner-only. These tools are gated on an internal caller plus the HubSpot add-on being present; they never appear for guests.

Troubleshooting

Agent can't see HubSpot tools: first check that HubSpot is connected in the Integrations Store. If it is, you're likely on a public/web-chat agent: HubSpot is owner-only, so attach it to an internal agent.
Search returns nothing: check the filter terms and that the connected HubSpot account has access to those records.
Auth expired / 401: reconnect HubSpot from the Integrations page to refresh the authorization.

FAQ

Can my agent update a HubSpot contact? Yes, from an internal agent: hubspot_update_contact (and create_contact / log_activity) write to your live CRM.

Can a website visitor trigger HubSpot actions? No. All HubSpot tools are owner-only and stay off customer-facing agents.

Can my agent work with Salesforce? Yes. Connect Salesforce with a simple sign-in from the Integrations Store, and your agents can work with your Salesforce CRM.

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