Sempleo Docs

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

ToolDescription
search_crmSearch contacts, companies, or deals by keyword
get_deal_detailsGet full details of a specific deal
hubspot_create_noteCreate 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:

ScopeWhy
crm.objects.contacts.readSearch and read contact records
crm.objects.contacts.writeCreate notes on contacts
crm.objects.companies.readSearch and read company records
crm.objects.deals.readSearch and read deal records
crm.objects.deals.writeCreate notes on deals

4. Verify Connection

After authorization, go back to the Integrations page. HubSpot should show as "Connected."

Usage

Agents with CRM tools can search your HubSpot data:

"Find information about John Smith in our CRM"
"Show me open deals over $50,000"
"What companies are in our pipeline from the tech industry?"

Creating Notes

Agents can add notes to contacts or deals:

"Add a note to the Acme Corp deal: Met with their CTO, they're interested in the enterprise plan"

Meeting Prep

Combine HubSpot with Google Calendar:

"I have a meeting with Sarah from Acme Corp tomorrow. Pull up her contact info and the latest deal status."

Token Refresh

HubSpot access tokens expire every 6 hours. Sempleo automatically refreshes tokens using the refresh token — no action needed.

Troubleshooting

IssueSolution
"Missing permissions"Reconnect and ensure all scopes are approved
No search resultsCheck that HubSpot has data in the searched object type
Token expired errorsSempleo auto-refreshes; if persistent, reconnect the integration
Rate limitingHubSpot has API rate limits; try again in a few minutes

On this page