HubSpot

Overview

The HubSpot integration connects nexos.ai with your HubSpot workspace so you can access CRM data, contacts, companies, deals, and marketing information directly within your workspace. It helps you review sales activity, track customer relationships, monitor pipeline updates, and reference business data without switching between platforms. With this integration, teams can stay aligned and work more efficiently using the latest information stored in HubSpot.

Setting up the integration (as an admin)

1. Click on your Profile icon.

2. Go to Management -> Apps.

3. Find HubSpot in the list.

4. Set the integration to Active (enabled).

Connecting your account (as a member)

1. Click on your profile icon.

2. Go to Get apps -> My apps.

3. Find HubSpot and select Connect.

4. You will be redirected to HubSpot. Sign in if prompted.

5. Review the access request screen (it will list what nexos.ai can access in HubSpot) and select Accept to approve.

6. Return to nexos.ai. HubSpot should now show as connected in My Apps.

Use HubSpot in Chat (turn it on for a conversation)

1. Open New Chat.

2. Click on a "+" -> Integrations.

3. Toggle on HubSpot to use it in that conversation.

Use HubSpot in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn HubSpot on.

4. Save your changes, then test the agent.