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This native integration requires a Zencoder account.

Overview

The HubSpot integration gives the AI agent full CRM access. Read and update contacts, manage deals and tickets, track email campaigns, query analytics, and trigger workflows — all from within a Zenflow task.
HubSpot integration is based on HubSpot MCP

Connecting to HubSpot

1

Open Settings & Integrations

Navigate to Settings → Integrations in the Zenflow sidebar (the gear icon at the bottom left).
2

Find HubSpot

Locate HubSpot in the Integrations Catalog.
3

Click Connect

Click the Connect or [+] button on the HubSpot card.
4

Authorize the app

You’ll be redirected first to account selection page (if you have only one account, you might not see this screen)hubspot choose an account screenAfter selecting the account, you’ll be redirected to scope selection screen. Select scopes according to what you want the agent to have access to. Tick the checkbox agreeing to third party app installation. Click Connect apphubspot scopes oauth appYou should get a modal asking if you want to open Zenflow, click Open Zenflowopen zenflow modal
5

Integration enabled

hubspot integration connected

What the Agent Can Do

  • Contacts — Read, create, and update contact records and properties
  • Deals — Manage deal pipelines, stages, and associated data
  • Tickets — Create and update support tickets
  • Lists — Manage contact lists and lifecycle stages
  • Campaigns — Access email campaign performance data and analytics
  • Properties — Query and update custom properties
  • Workflows — Trigger and manage HubSpot workflows

Example Use Cases

  • Generate weekly pipeline health reports from deal data
  • Enrich contact records with research from web and email
  • Track campaign performance and surface trends automatically
  • Sync deal updates to Notion dashboards or Google Docs

Example Automations

Payment to Customer Lifecycle Sync

Connect HubSpot and Stripe to keep customer statuses in sync automatically:
  1. Check all new customers in Stripe: The agent monitors Stripe for newly created customer records (requires Read permissions in Stripe).
  2. Sync status in HubSpot: For any customers with an active subscription, the agent automatically searches for the corresponding contact or lead in HubSpot and updates their lifecycle stage to “Paid Customer” (requires Write permissions in HubSpot).
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