What HubSpot does
HubSpot is a tool-action connector. Once connected, your employee can propose changes in your CRM — you approve each one in the approvals queue.Actions available today
Read contact or deal
Look up a contact or deal for context. Read tier.
Create or update a contact
Add a new contact or update an existing one. Write tier.
Log a note
Attach a note to a contact or deal. Write tier.
Update a deal stage
Move a deal to a new stage. Write tier.
Connect HubSpot
1
Open the connectors page
Go to
/app/connectors and choose HubSpot.2
Authorize access
Sign in to HubSpot and grant access.
3
Enable actions per employee
In the employee’s tools tab, turn on the specific HubSpot actions it can propose.
Approval and risk
Write actions in HubSpot require an owner or a builder to approve. A plain member cannot approve write or money actions. A tool action counts as 2 metered actions. See Actions and usage.Next
Google Calendar
The other read/write tool.
Approvals
Review each proposed HubSpot change.