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Connect HubSpot, and Cole can use your CRM through the app connection, for example to look up a contact or a deal before a call. Each action runs on your own HubSpot account. Not every HubSpot action has been tested with Cole, so check the first result in HubSpot.
Try it: "Look up Acme in HubSpot and tell me the deal stage and the last note."
Ask which HubSpot actions are available for your connected account. A catalog listing alone does not establish support for every feature.
Start with a permitted read-only task in HubSpot. Confirm the account and record before requesting a change.
Check the resulting record in HubSpot. If an action is unavailable, use the provider directly or contact support.
Read the guide to accounts, approvals, costs and completion.
Explore other catalog entries in crm & sales.
150 free credits to start (one-time). No card required. Check the available connection for your account.
Bring an AI coworker into the channels your team already uses.