Integrations

Supercharge Hubspot with Relevance AI

HubSpot is a comprehensive CRM platform that helps businesses attract, engage and delight customers through marketing, sales and service tools.

Amplify your customer relationships with AI Agents that can intelligently process data and automate sophisticated interactions.

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Give your AI Agents Hubspot Superpowers

HubSpot excels at managing customer relationships and marketing automation. Relevance AI enhances this with intelligent AI Agents that can process customer data, automate interactions, and drive more personalized engagement at scale.

Intelligent Engagement

The agent can interact with customers in real-time, providing personalized responses based on their history.

Dynamic Lead Qualification

The agent can assess and prioritize leads through engaging conversations, enhancing sales efficiency.

Automated Insights Generation

The agent analyzes customer interactions to deliver actionable insights for marketing and sales strategies.

Tools

Equip AI Agents with the Hubspot Tools they need

Relevance AI gives you access to HubSpot's powerful CRM and marketing tools within your AI-powered workflows.

Pre-Built Hubspot Tool Steps
Hubspot API Tool Steps
Retrieve HubSpot Contact Owner
Retrieves owner information (ID, name, and email) for a HubSpot contact by searching with their email address. The tool verifies contact existence and returns the associated owner's complete details.
Create, read, or update a CRM record
Enables seamless interaction with CRM records by allowing creation of new entries, reading existing records, and updating contact properties. Supports tasks, notes, leads, contacts and engagements management across integrated CRM platforms.
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Quick Start

Connect Hubspot to Relevance AI in minutes

What you’ll need

You don't need to be a developer to set up this integration. Follow this simple guide to get started:

  • A Relevance AI account
  • A HubSpot account with access to the contacts and lists you'd like to use
  • Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
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STEP 1

Open Relevance AI

Go to "Integrations" in the left sidebar and locate Hubspot in the available integrations list.

STEP 2

Connect Your Hubspot Account

A secure pop-up will ask you to log in to Hubspot. This authorizes Relevance AI to access your CRM data, contacts, and other Hubspot resources while maintaining security protocols.

STEP 3

Create a new tool

From the home page go to create a new tool. You can either use the Invent function or build from scratch.

STEP 4

Add Hubspot as a Step

Choose Hubspot from the list of tools, then select what action you want to perform with the Hubspot API—such as managing contacts, companies, deals, or accessing CRM data through various HTTP methods.

Security & Reliability

The integration uses secure OAuth authentication, ensuring only authorized workflows access your Hubspot CRM data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about errors, formatting, or limits.

Built-in validation and type conversion ensure your workflows run smoothly, even when managing contacts, deals, and company data.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

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Best Practices for Non-Technical Users

Set up Relevance AI Integrations

Build your own Relevance AI Integration

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To get the most out of the HubSpot + Relevance AI integration without writing code:
  • Organize your HubSpot data: Maintain clean contact lists and property fields for optimal syncing.
  • Leverage API endpoints: Use the correct CRM endpoints for contacts, companies, and deals.
  • Set proper permissions: Ensure OAuth scopes match your integration needs.
  • Monitor API usage: Stay within HubSpot's daily API call limits.
  • Validate responses: Check status codes and response bodies to confirm successful operations.

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Build your first AI agent today!

If you're exploring Relevance AI for the first time or discovering new features, we'll quickly guide you to start doing great work immediately.

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