HubSpot Assistant

The HubSpot Assistant helps you manage your HubSpot CRM through conversational requests. Handle contacts, deals, companies, workflows, and more—all while the Assistant learns from your usage patterns and gets faster over time.

Clone HubSpot Assistant

Get started by cloning from the Marketplace → Search “HubSpot Assistant”

What Can It Do?

The HubSpot Assistant focuses on core CRM operations and can handle any task related to managing your CRM database through natural language requests.

Core CRM Capabilities

Contacts

Create, read, update, search, and manage contact records with custom properties

Companies

Manage company records, associations, and custom fields

Deals

Create and track deals through your pipeline with stages and properties

Tickets

Manage support tickets and track customer issues

Engagements

Create notes, calls, meetings, emails, and tasks

Associations

Connect records across different CRM objects

Properties & Pipelines

Work with custom properties and pipeline configurations

Owners

Assign and manage record ownership

Built-In Safety

The assistant includes smart guardrails:

Read operations (searches, lookups) happen instantly
Write operations (create, update, delete) require your confirmation first
Bulk changes (>100 records) require double-confirmation

Memory Feature EnabledThis assistant learns your CRM’s custom properties, field mappings, and workflows. The more you use it, the faster and more accurate it becomes! Learn more

Quick Setup

Clone and Set Up This Assistant

Follow our step-by-step guide with video walkthrough to clone the HubSpot Assistant and connect your account