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Documentation · Integrations

HubSpot

Updated May 14, 2026 · FinityAi

HubSpot is your CRM for contacts, companies, deals, and service tickets. In FinityAi, you link it with HubSpot sign-in when your workspace supports it, or a Private App access token so the assistant can read and update records your token is allowed to touch. FinityAi does not bypass HubSpot permissions—if your token cannot read or write an object, neither can the assistant.

What you need in HubSpot

  • A HubSpot account with the CRM objects you want the assistant to use (contacts, companies, deals, tickets, and so on).
  • For Private Apps: an app in Settings → Integrations → Private Apps with the CRM read and write scopes you need. Copy the access token (it starts with pat-).
  • For OAuth: a HubSpot app configured for this product’s redirect URL (your admin handles this). You approve access in the browser; FinityAi stores the token for your account.

Connect in FinityAi

  1. Sign in to FinityAi, open Integrations, and turn HubSpot on using the card switch.
  2. Open Integrations → HubSpot. Use Connect with HubSpot when OAuth is enabled, or expand Use manual Private App token, paste your token, then save.
  3. Use Disconnect to remove the stored token from FinityAi; revoke or rotate the token in HubSpot if it was exposed.

Assistant: enable tools

HubSpot actions run only when the assistant is allowed to use tools.

  1. Open the Assistant.
  2. In the header, open Settings and ensure tools are enabled for connected apps.
  3. Ask in natural language. If nothing runs, confirm the HubSpot card on Integrations is on and the HubSpot settings page shows a saved token and a successful check.

New to chat settings? See the Assistant user guide.

What the assistant can do

When Tools are on, the assistant can take the kinds of actions below. Describe outcomes in everyday language—you never need internal API names.

Contacts, companies, deals, and tickets

Search and list records, open one by id for full properties, and create or update them when your token allows. For deals, the assistant can filter by expected close date, pipeline and stage, owner, and open vs closed—not only by name. For a single record, you can often ask to include linked companies, contacts, deals, or tickets so you see how records relate.

Pipelines and owners

List deal pipelines and stages so the assistant can move deals to the right step. List CRM owners to assign or reassign records when scopes allow.

Sample prompts

Replace placeholders with real names, emails, or ids. If the assistant needs an id, ask it to search or list first.

  • “Search HubSpot contacts whose email ends with @acme.com and list names and companies.”
  • “List my open deals in the Sales pipeline with amount and current stage.”
  • “Which deals have an expected close date this month?”
  • “Open contact [id or email] and show phone, company, and any linked deals.”
  • “Create a company named ‘Northwind Labs’ with domain northwind.example and a short description.”
  • “Create a deal on the Sales pipeline in stage ‘Proposal sent’ for $25,000 linked to company Acme Corp.”
  • “Update ticket #12345 to priority high and add an internal note that we’re waiting on the customer.”
  • “List CRM owners so I can assign new records to the right rep.”
  • “Show deal pipelines and stages for our default pipeline.”
  • “Search companies in manufacturing in California and return up to 20.”
  • “Get full detail on deal [id], including linked contacts and companies if available.”

Privacy and your credentials

  • Your access token is stored for your account so the hosted assistant can call HubSpot. Treat it as a secret—rotate in HubSpot and save again here if it leaks.
  • FinityAi only reaches CRM data and actions your token and HubSpot roles allow.

If something fails

  • 401 / unauthorized — Token invalid or revoked. Generate a new Private App token or reconnect with HubSpot, then save again under Integrations → HubSpot.
  • 403 / forbidden — The object is outside what your token or user can access, or a required scope is missing. Adjust the Private App or OAuth scopes in HubSpot.
  • Writes blocked — Confirm your app includes write scopes for the object type (contacts, deals, tickets, and so on).
  • Tools never run — Enable HubSpot on Integrations, turn on tools in the assistant, and confirm status shows a saved token and HubSpot accepted it.

Official HubSpot docs

Use these for app setup and API behavior outside FinityAi.

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