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Hubspot

Clean up your CRM, summarize meeting notes, and search through prospects with automated HubSpot integration.

Overview

Integrate HubSpot with ScoutOS agents to automate CRM management, streamline prospect research, and keep your sales data clean and current. Agents can query contact information, update records, log activities, and generate insights from your CRM data.

Prerequisites

  • HubSpot account with API access enabled
  • HubSpot API key or OAuth credentials
  • Appropriate permissions for reading and writing CRM data
  • Connected workspace with necessary HubSpot scopes

How to use this integration

As an Agent Tool:

  1. Go to the Integrations page in your Scout Dashboard
  2. Select HubSpot and add your credentials
  3. Navigate to Agent Settings for your desired agent
  4. Click Add Tool and select HubSpot actions (search contacts, update deals, etc.)
  5. Your agent can now access and manage HubSpot data automatically

As a Workflow Block:

  1. Create a new Scout workflow
  2. Click Add Block and select HubSpot
  3. Connect your HubSpot credentials
  4. Configure specific CRM operations (create contacts, update properties, etc.)
  5. Chain HubSpot blocks with other workflow steps for complex automations

Use cases

  • Automatically log meeting notes and outcomes to contact records
  • Clean up duplicate or incomplete CRM entries
  • Enrich prospect data during outreach campaigns
  • Generate summaries of account activity and engagement
  • Search and retrieve prospect information during sales conversations