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Integrations Advanced 9 min read

HubSpot CRM Integration

Create and manage leads, deals and contacts directly in your HubSpot account.

Overview

The HubSpot CRM integration allows your agent to create and manage leads, deals, and contacts directly in your HubSpot account. This enables your AI assistant to perform CRM operations without human intervention, streamlining your sales process and customer management.

API key creation on HubSpot

  1. Log in as an administrator
  2. Navigate to Settings > Integrations > Private Apps
Private Apps
  1. Click Create a private app
  2. Provide a name (e.g. "MyChatBot Integration")
App name
  1. Select all scopes for necessary access: CRM, CMS, Communication preference, Marketing, Settings, Other
  2. Click Create App to generate your API key
  3. Note your API key, you'll need it in MyChatBot
Copy API token

Creating integration on MyChatBot

  1. Navigate to the Integrations tab in your dashboard
  2. Select the agent you want to connect to HubSpot
Select agent
  1. Scroll down to find HubSpot CRM in the integrations list
  2. Click Connect
  3. Provide your API Key
Pass token
  1. Click Submit to save your integration

Entities & data fields configuration

After connecting, configure which entities and fields your agent can access:

Entity config

Toggle Use Leads and Use Deals. For each entity select standard HubSpot fields and custom fields, then click Apply fields. Use Sync statuses to sync the latest pipeline stages.

Entity types: Leads, Deals, Contacts. Field types: Standard and Custom. Special fields: Status (values like "New", "In Progress", "Qualified", "Disqualified"; must match HubSpot), hs_pipeline_stage (unique stage ID, alternative to Status), lead_custom_source (auto-set to "AI-" + assistant name), deal_source (auto-set to the channel or "AI"), lead_chat_link and deal_chat_link (auto-added links to the conversation). Products: deals can include products as line items via the products parameter, each with name, sku (required when creating a new product), price, quantity; referenced by product_id, line_item_id, or name+sku.

Available tools

After connecting, your agent gets four tools:

1. create_crm_lead, creates leads (full_name, phone, Status, hs_pipeline_stage, custom fields). Contact auto-created/found by phone, lead linked, chat link added, source identifies the AI.

2. edit_crm_lead, updates existing leads (full_name, phone, Status, hs_pipeline_stage, custom fields).

3. create_crm_deal, creates deals (full_name required, phone required, products [name, sku, price, quantity], Deal Stage, custom fields). Contact auto-created, deal linked, products added, chat link added.

4. add_crm_client_contact, creates/updates contacts (full_name required, phone required). Updates an existing lead and the MyChatBot client info.

Configuration in agent instructions

Creating deals:

When a customer confirms a purchase intention, use create_crm_deal in Hubspot:
- Use their full name
- Include their phone number
- Add products they're interested in:
  [ { "name": "Product Name", "sku": "SKU123", "price": "99.99", "quantity": 1 } ]
- Set Deal Stage to "Appointment Scheduled"

Updating lead status:

When a customer requests a call back:
1. Use edit_crm_lead to update the lead status to "In Progress"

When a customer confirms interest:
1. Use edit_crm_lead to update the lead status to "Qualified"