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Your HubSpot, with an assistant that asks first
If HubSpot is your system of record, connect it and the Assistant's CRM actions operate there: find a customer, create or update a record, move a deal — each planned, previewed and recorded.
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What it reads and writes
- Reads: contacts, companies, deals, for lookups and context.
- Writes: create and update records, move deals — internal writes planned like every other action.
Connecting
OAuth with HubSpot, state verified on the callback, tokens sealed at rest and owned by the workspace. Available on Pro and above.
Truthful status
Until connected, the Assistant says a HubSpot action needs a connection that is not there, and does nothing.
What is recorded
Every HubSpot write is previewed as the fields it changes, approved by a person with the right role, and recorded with the HubSpot object it touched. Reads are logged as reads. A rejected write changes nothing in HubSpot and is kept as a rejected action, so the record of what was almost done is as complete as the record of what was.
Questions people ask
Does it sync both ways continuously?
It reads and writes on request and in scheduled work; a continuous two-way sync is not part of this release and is not claimed here.