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Connect your agent to HubSpot to read and update any data in your CRM — contacts, companies, deals, tickets, tasks, emails, custom objects, and more. The agent can call any HubSpot REST API endpoint, so anything you can do in HubSpot, the agent can do too.

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How to enable

Go to Settings → Capabilities and enable HubSpot. Then provide your HubSpot private app access token.

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Example use cases

  • Contact lookup — “Find all contacts at Acme Corp and summarize our recent interactions”
  • Deal monitoring — “Every morning, check for deals stuck in the same stage for over a week”
  • Company research — “Look up this company and give me a summary of their contact history”
  • Task creation — “Create a follow-up task for this deal”
  • Custom objects and properties — “List all tickets assigned to me with priority HIGH, and update their status to In Progress”

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How to create a HubSpot access token

HubSpot uses private apps to provide API access. Each private app generates an access token with specific permissions.
1

Open Private Apps settings

In your HubSpot account, click the Settings icon (gear) in the top navigation bar. Then go to Integrations → Private Apps.
2

Create a private app

Click Create a private app. Enter a name (e.g., “Abundly Agent”) and optionally a description.
3

Configure scopes

Go to the Scopes tab and select the permissions your agent needs. For typical CRM access, enable:
  • crm.objects.contacts — Read (and Write if the agent should create or update contacts)
  • crm.objects.companies — Read (and Write if needed)
  • crm.objects.deals — Read (and Write if needed)
  • crm.objects.owners — Read
  • sales-email-read — Read (for email logging)
Add any other scopes your agent needs — tickets, custom objects, engagements, etc. The agent can call any HubSpot endpoint your token has access to, so enable scopes that match the tasks you want it to perform.
4

Create and copy the token

Click Create app in the top right. Once created, click Show token to reveal your access token, then copy it.
5

Configure in Abundly

Go to Settings → Capabilities and enable HubSpot. Paste your private app access token.
You must be a super admin in HubSpot to create private apps. See HubSpot’s private apps documentation for more details.