HubSpot integration
Attach agent deliverables — lead qualification, call prep, follow-up drafts — as notes on HubSpot contacts, creating the contact if it doesn’t exist.
How to connect
- HubSpot → Settings → Integrations → Private apps → create app.
- Grant contacts read/write scopes and copy the access token.
Use cases
- Lead score + reply draft on every new contact
- Call prep notes before meetings