HubSpot CRM Integration

Overview

HubSpot integration connects Every Agent to your HubSpot CRM, enabling conversational access to your contacts, companies, and deals. Instead of switching between apps, ask Every Agent to look up CRM data, search contacts, and view deal pipeline information. Key features:

Search and view HubSpot contacts and companies
Access deal information and pipeline stages
Use HubSpot records as context while working in Every
Secure OAuth connection with fine-grained permissions

HubSpot integration is agent-powered: you query HubSpot data through Every Agent. It is not an automatic two-way sync, and connecting it does not copy the whole CRM into Every.

How HubSpot Integration Works

Agent-Powered Access

Every Agent connects directly to HubSpot’s API, giving you conversational access to your CRM:

You: "Find my contact at Acme Corp"
Agent: "I found John Smith at Acme Corp. Email: john@acme.com, Phone: 555-0100.
       They have an open deal 'Website Redesign' worth $25,000 in the Proposal stage."

You: "What deals do I have closing this month?"
Agent: "You have 3 deals closing in January:
       - Acme Corp Website Redesign: $25,000 (Proposal)
       - TechStart Consulting: $15,000 (Negotiation)
       - Beta Inc Support Contract: $8,500 (Closing)"

What You Can Access

Contacts:

Search by name, email, or company
View contact details and properties
See associated companies and deals

Companies:

Look up company information
View company properties and contacts
Check related deals and activities

Deals:

Search deals by name or stage
View deal amounts and close dates
See pipeline progression
Check associated contacts

Connecting HubSpot

OAuth Connection

Go to Agent → Connections
Find HubSpot in the list of available integrations
Click Connect
Log in to your HubSpot account
Review and approve the requested permissions
You’ll be redirected back to Every with connection confirmed

HubSpot shows the current permission set during OAuth. Review it there before connecting. Every’s supported HubSpot tools are used for searches and reads; do not assume a HubSpot record was updated unless the tool result explicitly proves it.

Ask Every Agent: After connecting, verify access:

“Search for a contact in HubSpot”
“Show me my HubSpot deals”
“Look up [company name] in HubSpot”

Connection Status

View Status: Agent → Connections → HubSpot Status Indicators:

✅ Connected - Integration active and working
⚠️ Needs reconnection - Token expired, click to reconnect
❌ Not connected - Integration not set up

Using HubSpot with Every Agent

Search Contacts

"Find contacts at Acme Corp"
"Search for john@example.com in HubSpot"
"Look up Sarah Johnson in my CRM"

View Deals

"Show me all deals in the Proposal stage"
"What deals are closing this quarter?"
"Find deals worth over $10,000"

Check Companies

"Look up TechStart Inc in HubSpot"
"What contacts do I have at Beta Corp?"
"Show me company details for Acme"

Pipeline Overview

"What's my deal pipeline look like?"
"How much revenue is in negotiation stage?"
"Which deals need follow-up?"

Managing the Integration

Refreshing Connection

If your HubSpot connection expires:

Go to Agent → Connections
Click Reconnect on HubSpot
Log in to HubSpot again
Approve permissions
Connection restored

HubSpot tokens refresh automatically. You typically only need to reconnect if you change HubSpot permissions or revoke app access.

Disconnecting HubSpot

Go to Agent → Connections
Find HubSpot → Click Disconnect
Confirm disconnection

What happens: Every Agent loses HubSpot access. No data is deleted from either system. You can reconnect anytime.

Common Workflows

Client Lookup Before Invoice

You: "I need to invoice Acme Corp. Can you find their details in HubSpot?"

Agent: "I found Acme Corp in HubSpot:
       - Primary Contact: John Smith (john@acme.com)
       - Deal: Website Redesign ($25,000) - marked as Won

       Would you like me to create an invoice for this project?"

Deal Pipeline Review

You: "Give me a summary of my sales pipeline"

Agent: "Your HubSpot pipeline summary:
       - Prospecting: 5 deals ($45,000)
       - Proposal: 3 deals ($35,000)
       - Negotiation: 2 deals ($28,000)
       - Closing: 1 deal ($12,000)

       Total pipeline value: $120,000"

Contact Research

You: "I'm meeting with TechStart tomorrow. What do I know about them?"

Agent: "TechStart Inc from HubSpot:
       - Industry: Software
       - Contacts: Sarah Chen (CEO), Mike Park (CTO)
       - Active Deal: Platform Integration ($18,000) in Proposal stage
       - Last Activity: Email sent 3 days ago"

Best Practices

Keep HubSpot data clean - Every Agent retrieves what’s in HubSpot, so accurate CRM data means accurate agent responses.

Use for context, not sync - HubSpot integration is for lookups and queries, not automatic two-way data sync. Invoice in Every and manage HubSpot-owned CRM records in HubSpot.

Be specific in queries - “Find John at Acme” works better than “find my contact” when you have many contacts.

Frequently asked questions

Does connecting HubSpot migrate my CRM into Every?

No. The connection gives Every Agent conversational access to supported HubSpot reads. If you want historical records to live in Every, export them from HubSpot and use Data → Import after reviewing the mapping.

Which system is the source of truth?

Keep HubSpot as the source of truth for HubSpot-owned CRM records. Every holds its own clients, contacts, warm leads, proposals, invoices, payments, expenses, and time records.

Does disconnecting delete HubSpot or Every data?

No. It removes the agent’s HubSpot access. Records already stored in either system remain where they are.

Troubleshooting

”HubSpot not connected” error

Solution: Go to Agent → Connections → Reconnect HubSpot

”Contact not found”

Possible causes:

Contact doesn’t exist in HubSpot
Different spelling or email
HubSpot permissions don’t include this contact

Solution: Verify contact exists in HubSpot directly, check spelling

”Permission denied”

Solution: Reconnect HubSpot and ensure you approve all requested permissions during OAuth

Agent can’t access deals

Check: Your HubSpot user account has deals access and deal permissions were approved during connection

Next Steps

Connect HubSpot

Set up HubSpot integration now

Xero Integration

Connect your accounting software

Every Agent

Learn more about agent capabilities

Manage Clients

Work with clients in Every

Need help? Contact support at hello@every.ai

​Overview

​How HubSpot Integration Works

​Agent-Powered Access

​What You Can Access

​Connecting HubSpot

​OAuth Connection

​Connection Status

​Using HubSpot with Every Agent

​Search Contacts

​View Deals

​Check Companies

​Pipeline Overview

​Managing the Integration

​Refreshing Connection

​Disconnecting HubSpot

​Common Workflows

​Client Lookup Before Invoice

​Deal Pipeline Review

​Contact Research

​Best Practices

​Frequently asked questions

​Troubleshooting

​”HubSpot not connected” error

​”Contact not found”

​”Permission denied”

​Agent can’t access deals

​Next Steps

Connect HubSpot

Xero Integration

Every Agent

Manage Clients

Overview

How HubSpot Integration Works

Agent-Powered Access

What You Can Access

Connecting HubSpot

OAuth Connection

Connection Status

Using HubSpot with Every Agent

Search Contacts

View Deals

Check Companies

Pipeline Overview

Managing the Integration

Refreshing Connection

Disconnecting HubSpot

Common Workflows

Client Lookup Before Invoice

Deal Pipeline Review

Contact Research

Best Practices

Frequently asked questions

Troubleshooting

”HubSpot not connected” error

”Contact not found”

”Permission denied”

Agent can’t access deals

Next Steps