Read records
Look up contacts, companies, deals and tickets, for example by phone number or email.
HS HubSpot CRM integration
HubSpot CRM + AI phone agent: every call lands in your CRM
Your AI agent can recognise callers who are already in HubSpot, check their deals and tickets, and create new contacts, deals or tickets from the conversation. No more call notes that never make it into the CRM.
- Set up in minutes, no code
- Permissions per action
- Works with every AI agent
Tools connector › HubSpot CRM
One connection = one tool = one action
Test connection Save
✓Choose an app✓Connect3Data and fields4Review
HSHubSpot CRM connected · secrets stored encryptedConnected
Action
Read
Fields
Object: Contacts · Search by: Phone
What the agent gets back Test passed
{
"firstname": "Omar",
"lifecyclestage": "lead",
"hubspot_owner": "Claire"
}What the agent can do
Four actions, each one under your control
Every HubSpot CRM tool does one of these jobs. Create one tool per job and give your agent only the ones it needs.
Create records
Add a new contact from an inbound call, open a deal or log a support ticket.
Update records
Change a deal stage, add details to a contact or update a ticket.
Archive records
Only if you allow it. Archived records can be restored in HubSpot.
On a real call
What it sounds like to your callers
A known customer calls the sales line.
The agent finds their contact and open deal, and greets them by name.
A new prospect asks for a quote.
It asks your qualifying questions and creates the contact and a deal.
“My order arrived damaged.”
It opens a ticket with the details and tells the caller what happens next.
Setup
Connect HubSpot CRM in four steps
Create a private app in HubSpot
Give it access only to the objects the agent needs, and copy its access token.
Connect in CasaTelecom
Choose HubSpot CRM in the Tools connector and paste the token.
Pick object, action and fields
Contacts, companies, deals or tickets, then read, create, update or archive.
Use it in your agent
Tick the tool and tell the agent when to use it in its instructions.
What HubSpot permissions does the token need?
Only the scopes for the objects you want the agent to use, for example read and write access to contacts. Fewer scopes means less risk.
Will it create duplicate contacts?
Set up a read tool that searches by phone number or email and tell the agent to look up the caller first. It then only creates a contact when none exists.
Can I use another CRM?
HubSpot is the CRM we connect to directly today. Many teams use Airtable, NocoDB, Supabase or MySQL as a lightweight CRM, which also work. Tell us which CRM you use.
Keep exploring
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Learn moreConnect HubSpot CRM to your AI phone agent
Create a free account, add the tool in the Tools connector and test it on your own phone in minutes.