HubSpot
Connect HubSpot CRM to give agents access to contacts, deals, and company data.
Connect HubSpot to let agents search your CRM, access deal pipelines, and create engagement notes.
What Agents Can Do
| Tool | Description |
|---|---|
search_crm | Search contacts, companies, or deals by keyword |
get_deal_details | Get full details of a specific deal |
hubspot_create_note | Create an engagement note on a contact or deal |
Prerequisites
- A HubSpot account with CRM access
- Admin permissions in your HubSpot portal
- Sempleo workspace on any plan
Setup Steps
1. Navigate to Integrations
Go to Settings → Integrations in your Sempleo dashboard.
2. Find HubSpot
Find HubSpot in the integration catalog and click Connect.
3. Authorize
You'll be redirected to HubSpot's OAuth page. Sempleo requests:
| Scope | Why |
|---|---|
crm.objects.contacts.read | Search and read contact records |
crm.objects.contacts.write | Create notes on contacts |
crm.objects.companies.read | Search and read company records |
crm.objects.deals.read | Search and read deal records |
crm.objects.deals.write | Create notes on deals |
4. Verify Connection
After authorization, go back to the Integrations page. HubSpot should show as "Connected."
Usage
CRM Search
Agents with CRM tools can search your HubSpot data:
Creating Notes
Agents can add notes to contacts or deals:
Meeting Prep
Combine HubSpot with Google Calendar:
Token Refresh
HubSpot access tokens expire every 6 hours. Sempleo automatically refreshes tokens using the refresh token — no action needed.
Troubleshooting
| Issue | Solution |
|---|---|
| "Missing permissions" | Reconnect and ensure all scopes are approved |
| No search results | Check that HubSpot has data in the searched object type |
| Token expired errors | Sempleo auto-refreshes; if persistent, reconnect the integration |
| Rate limiting | HubSpot has API rate limits; try again in a few minutes |