By connecting your AI voice or messaging agents to HubSpot through the MCP server, you enable real-time access to CRM data during customer interactions. This integration allows your AI agent to act as an intelligent sales and support assistant that can retrieve information, update records, manage relationships, and log activity automatically.
With HubSpot integration, your AI agents can perform the following actions:
Retrieve real-time data
Pull matching CRM records as soon as the call starts.
Read the key context such as deal stage, last activity, renewal date, and custom properties to tailor a conversation.
2. Create and update lead, contact and company records
Identify a client and find matching records by name, phone, or email.
Create new lead, contacts, or companies or update existing records.
3. Manage CRM associations
List and review associations (e.g., a company’s contacts and their roles).
Add or modify associations between contacts and companies (e.g. add a contact to a company record)
4. Save call outcomes and set up tasks
Add notes after a call to the contact, lead, or company record.
Add tasks to the contact, lead, or company record.