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.
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.
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.
Connection steps
- Sign in to FidelicAI and pick the agent. From the Roster, choose the agent that needs HubSpot access.
- 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 FidelicAI: [agent codename].
- Pick the lists the agent should reach. Pick the HubSpot lists, contacts, companies, and deals the agent will read or write to.
- Confirm and finish. The agent runs a test read. When it passes, your Slack channel shows a Connected to HubSpot message.
- Try the first agent action. Ask the agent for an account brief in Slack.
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.
Where the data goes
The connection runs inside your sandboxed Anthropic project. One project key per FidelicAI customer; FidelicAI 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.
Choose what to inspect next
- → See the Agents directory Compare the work and the connection each role uses.
- → See all integrations
- → HubSpot API docs
Follow the connected questions
Start and work together includes this decision and the questions that usually change it.
Which systems should an AI agent connect to?
Connect the smallest set of systems needed to read the source, write the work product, and preserve the record the business already uses.
Inspect supported integrations →What data should an AI agent be allowed to access?
Grant only the systems and records required for the role. Keep credentials, customer boundaries, logs, and approval rules explicit.
Where should an AI agent’s work appear?
Use the environment where the right people can see the result, inspect the source trail, correct it, and make the next decision.