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HubSpot integration · OAuth + REST

Connect AI agents to your HubSpot workspace

AI agents that read your HubSpot contacts, deals, and lists, draft new records, and post the result to Slack — account briefs, lead research, sequence prep, and pipeline hygiene.

How a Fidelic agent reaches HubSpot.

The connection

What's wired

Fidelic agents connect to HubSpot through OAuth + the HubSpot CRM API. Your agent reads the contacts, companies, deals, and lists you explicitly share — with scopes you control.

When the agent reads, it stays inside the lists and objects you've shared. Nothing leaves your HubSpot account unless the agent posts the result to Slack or creates a Note or Task in a record you authorized.

→ HubSpot official API docs

Set it up

How to connect

Before you start

  • A HubSpot account — any plan, including Free.
  • Account admin (Super Admin) who can install third-party apps.
  • A Slack workspace where the agent will live and post.
  • A decision on which lists and objects the agent should reach.
  • About five minutes for the OAuth flow.

The steps

  1. Sign in to Fidelic and pick the agent. From the Roster, choose the agent that needs HubSpot access.
  2. Authorize HubSpot. Click Connect HubSpot. The OAuth dialog opens; sign in with your Super Admin account. The app appears in Settings → Integrations → Connected apps under Fidelic — [agent codename].
  3. Pick the lists the agent should reach. Pick the HubSpot lists, contacts, companies, and deals the agent will read or write to.
  4. Confirm and finish. The agent runs a test read. When it passes, your Slack channel shows a Connected to HubSpot message.
  5. Try the first agent action. Ask the agent for an account brief in Slack.

The edges

Connection limits

Where the connection draws the line:

  • · The agent only reads lists and objects the admin explicitly shares.
  • · HubSpot workflows run server-side; the agent reads their output, not the workflow definitions.
  • · API rate limits at the HubSpot tier you have apply; high-volume reads above your quota fall back to nightly batch.

The path

Where the data goes

The connection runs inside your sandboxed Anthropic project. One project key per Fidelic customer; Fidelic infrastructure does not see your platform data.

Anything the agent reads stays inside your environment. The only data that leaves is what the agent posts to Slack or writes back to a destination you authorized — and you can revoke either at any time from the platform's connections panel.

→ Read the full security architecture

Where to next