HubSpot

HubSpot gives the agents a full CRM surface: the CRO reads and creates contacts, tracks deals through pipeline stages, and moves deals forward as conversations progress; the CMO pulls campaign performance to feed attribution and budget decisions. Prospects the CRO discovers on other channels are created in HubSpot so your CRM stays the single source of truth, and recently created HubSpot contacts flow back into the outreach pipeline.

Before you start

• Plan: any plan. Counts as one integration toward your plan’s quota.
• A HubSpot account where you can install apps. The platform requests crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.deals.read, and crm.objects.deals.write.
• HubSpot access tokens last 30 minutes. The connector refreshes them proactively at 25 minutes and again on any 401, storing the rotated tokens in the vault, so you will not be asked to re-authorize.

Connect

1. Open Settings → Connectors and click + on HubSpot.
2. The Connect HubSpot dialog has no fields; click Authorize account.
3. A popup opens HubSpot’s consent screen. Choose the account and click Connect app. Allow popups for ultimateteam.ai if nothing opens.
4. HubSpot appears under Connected after the platform verifies the token with GET /crm/v3/objects/contacts?limit=1.

Connector tools

Tool	Action	What it does
get_contacts	read	List CRM contacts with pagination
create_contact	write	Create a new contact in HubSpot CRM
get_deals	read	List deals with pipeline stage information
update_deal_stage	write	Move a deal to a new pipeline stage
get_campaign_performance	read	Marketing campaign/event performance metrics
get_recent_activities	read	Recently created contacts sorted by creation date

Permissions

See Permission model. Contact creation and deal-stage updates are agent actions routed through the Autonomy Engine; at lower autonomy levels they appear in your approval queue before the CRO touches HubSpot. Narrow the data read scope if you want to keep certain contact properties out of the agents’ context.

Disconnect

Click the trash icon on the HubSpot row and confirm; tokens are revoked from the vault. To revoke on HubSpot’s side too, remove the app under Settings → Integrations → Connected Apps in HubSpot.