Use HubSpot with Sam

Connect HubSpot and Sam can answer questions from your CRM, such as who a contact is, where a deal stands and how your marketing emails performed, and keep contacts and deals up to date for you.

What Sam can look up in HubSpot

• Your contacts, companies, deals and tickets, and a search across all of them
• Your deal and ticket pipelines and their stages
• Your contact lists and forms
• Your marketing emails, with their content and stats

What Sam can do in HubSpot

• Create new contacts and update their properties
• Create deals and update their stage, amount and other details

What Sam can't do in HubSpot yet

• Write or send marketing emails in HubSpot. Sam writes the email, and you put it into HubSpot.
• Start a HubSpot workflow or sequence.
• Add contacts to lists.

Connect HubSpot

Step 1 - Create a private app in HubSpot

1. In HubSpot, go to Settings > Integrations > Private Apps and create a private app.
2. Grant the scopes Sam needs, for example crm.objects.contacts.read and crm.objects.deals.read. For Sam to create and update contacts and deals, grant the matching write scopes too.
3. Copy the access token.

Step 2 - Open the integrations marketplace

Select Connect your tools at the bottom of the left sidebar, above your profile. Search for HubSpot or find it under Browse Integrations.

Step 3 - Paste it in and connect

Select HubSpot, paste what you copied into the fields Sam shows, and select Connect. Once it succeeds, it moves to your Connected tab.

If Sam says it can't reach HubSpot later on, see When Sam can't reach one of your tools.

Frequently Asked Questions

Can Sam send emails from HubSpot?
Not yet. Sam can read your marketing emails and their results, and write new ones for you to put into HubSpot.

Sam can read my contacts but can't update them. Why?
The private app probably only has read scopes. Add the write scopes for contacts and deals to the app in HubSpot, then try again.