HubSpot
Sync leads to HubSpot, automate follow-up, and ask the Copilot to manage your CRM.
HubSpot + DealMachine
Connect your HubSpot CRM to automatically sync contacts, companies, and deals. Use HubSpot tools directly in chat to search, create, and update CRM records without leaving DealMachine.
How it works
Talk to HubSpot from the Copilot
Once connected, the DealMachine Copilot reads and writes HubSpot through a managed MCP server. Ask it to look things up or push updates in plain language.
- 1Connect HubSpot
Connect HubSpot from Settings → Connections with one-click OAuth.
- 2Managed MCP server
DealMachine spins up a managed MCP server for HubSpot automatically. Nothing to host.
- 3Ask the Copilot
Ask the Copilot to fetch or update HubSpot records right inside chat.
Keep HubSpot in sync automatically
Push new leads and enriched data into HubSpot, and keep records current as things change. Background sync runs for you.
- 1Connect HubSpot
Authorize DealMachine to access your HubSpot account.
- 2Map your fields
Match DealMachine fields to your HubSpot fields once.
- 3Sync on a schedule
New and updated records flow automatically with no manual exports.
Send data to HubSpot in one click
Trigger HubSpot actions from DealMachine or the Copilot. Create records, send messages, and push lists without leaving your workflow.
- 1Connect HubSpot
Link your HubSpot account to DealMachine.
- 2Pick an action
Choose an action, or just ask the Copilot to run one for you.
- 3Done instantly
DealMachine sends the data to HubSpot in real time.
Examples
Look up a record
Ask the Copilot to find something in HubSpot without leaving DealMachine.
Find this owner's record in HubSpot and show their last activity.
Update on the fly
Tell the Copilot to update HubSpot as you work a lead.
Add a note to this contact in HubSpot: "Spoke 6/1, follow up next week."
FAQ
How do I connect HubSpot?
Open DealMachine, go to Settings → Connections, choose HubSpot, and follow the guided one-click OAuth. It takes under a minute.
Is my data secure?
Yes. Credentials are encrypted at rest, connections are scoped to your organization, and you can disconnect HubSpot at any time.
What can the AI access?
Only your DealMachine data: properties, owners, contacts, and saved lists you already have access to. Nothing is shared outside your organization.
Explore more connections
Connect HubSpot today
One data source, every platform. Bring DealMachine into HubSpot in under a minute.