---
title: Connect AI agents to HubSpot
slug: hubspot
integration: HubSpot
category: crm
connectionType: oauth-rest
status: published
publishedAt: "2026-05-06T18:11:40.162Z"
lastUpdated: "2026-05-06T18:11:43.376Z"
canonical: "https://fidelic.ai/integrations/hubspot"
topSearchQueries:
  - "hubspot mcp"
  - "chatgpt hubspot integration"
  - "claude hubspot"
  - "hubspot ai integration"
---

# 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.*

## The connection

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](https://slack.com/) or creates a Note or Task in a record you authorized.

## Permissions requested

- Read Contacts, Companies, Deals, and Lists the admin explicitly shares
- Create Notes and Tasks on records the agent has write access to
- Read user metadata for proper attribution

Official docs: <https://developers.hubspot.com/docs/api/crm/understanding-the-crm>

## 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.

## How to connect

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

## How you'll know it worked

Three signals confirm the connection is live.

- **Slack — **your channel shows a Connected to HubSpot message naming the agent and the lists it can reach.
- **HubSpot — **Settings → Integrations → Connected apps shows the Fidelic OAuth app with the scopes you authorized.
- **First output — **the agent answers with citations to specific HubSpot contacts, deals, or list memberships.

## 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](https://www.anthropic.com/) 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](https://slack.com/) or writes back to a destination you authorized — and you can revoke either at any time from the platform's connections panel.

---
Canonical: https://fidelic.ai/integrations/hubspot