HeartBeatAgents

HubSpot

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Look up contacts, update deal stages, log activity, and draft follow-ups grounded in real CRM context.

What it does

Connects an agent to your HubSpot CRM. Agents can look up contacts and companies, update deal stages, log calls and activities, pull pipeline data, and draft follow-ups based on real deal history. See Integrations for how tool discovery works once connected.

Setup

  1. Go to Settings → Integrations → HubSpot.
  2. Click Connect and authorize via OAuth 2.0 + PKCE.
  3. Review the requested scopes (contacts, deals, activities) and confirm.
  4. Assign the integration to the agents that need CRM access: typically a sales or support agent, not every agent by default.

Scopes requested

Contact read/write, deal read/write, activity logging. Tokens are encrypted with AES-256 and rotate automatically; disconnect at any time from the same settings page for immediate revocation.

Typical use

Sales assistant agents (see the Agents templates) that need live pipeline context before drafting outreach.