HubSpot

Inbound marketing and customer databases.

What it does

Reads and writes contacts, companies and deals in HubSpot. Where a client's sales process already lives, this is how an agent takes part in it.

What you need

An account with HubSpot that you are entitled to authorise, and a moment in a browser. You do not need an API key: connecting sends you to HubSpot's own sign-in and consent screen, and what comes back is an authorisation rather than a password. RAiN never sees your password, and the authorisation is held by our integration provider on our instructions — see the Integrations & Connected Accounts notice for what that means.

Connecting it

Connections belong to one project. A system built for one client never acts on another client's account, and a package handed to a business runs on theirs — so the same integration is connected again, separately, for each project that needs it.

Open the project and stay on the Visual Editor tab.
Open the Tools & Integrations rail on the right.
Find HubSpot and press Connect.
Authorise in the window that opens, then come back. The rail will show it as connected.

The consent link is good for about twenty minutes. If you leave it and come back tomorrow, press Connect again rather than reusing the old tab.

To stop it, press Disconnect. That ends this project's access immediately. You can also revoke it from HubSpot's own security settings, which works even if you never open RAiN again.

What an agent can do with it

12 actions are available once connected. They appear in the tool list for this project only — a project that has not connected HubSpot is never offered them.

Action	What it does
`hubspot_read_associations_batch`	Batch read associations
`hubspot_create_crm_object_from_nl`	Create CRM Object From Natural Language
`hubspot_create_contact_from_nl`	Create Contact From Natural Language
`hubspot_create_deal_from_nl`	Create Deal From Natural Language
`hubspot_create_meeting`	Create meeting
`hubspot_create_object_association`	Create object association
`hubspot_create_product`	Create product
`hubspot_create_tickets`	Create tickets
`hubspot_get_pipeline_stage_audit`	Get pipeline stage audit
`hubspot_list_company_activities`	List company activities
`hubspot_list_company_meetings`	List company meetings
`hubspot_list_deal_activities`	List deal activities

Tick the ones an agent may use, or choose one in an Action step to run it exactly as written with no model involved.

A worked example

A lead arrives through the website. An agent researches the company, writes a one-line summary, and creates the HubSpot contact with that context already attached.

When it goes wrong

Duplicate contacts. HubSpot matches on email. Search before creating, or you will build a second record for every customer who used a different address.