Available Actions
| Object | Capabilities |
|---|---|
| Contacts | Create, read, update, search, associate with companies/deals |
| Companies | Create, read, update, search, view associated contacts |
| Deals | Create, read, update, move through pipeline stages |
Example Use Cases
- Lead Qualification — “When a new contact is added, research their company and update the record with relevant information”
- Pipeline Management — “Every morning, check for deals stuck in the same stage for over a week and notify the sales rep”
- Data Enrichment — “Look up each company, find their LinkedIn page, and update the record with employee count”
- Activity Tracking — “After each customer call, create a note summarizing the conversation”
Combining with Other Integrations
HubSpot works well with:- Gmail/Outlook — Log email conversations in contact records
- Slack — Notify team members of important CRM updates
- Google Calendar — Schedule follow-ups based on deal stages