HubSpot Integration
Connect HubSpot to give your Dynaris agents access to your CRM data -- contacts, deals, companies, and sales pipelines.
Connecting HubSpot
- Open Connectors in the sidebar
- Find HubSpot and click Connect
- Sign in to your HubSpot account
- Select the portal you want to connect
- Grant the requested permissions
- You are redirected back to Dynaris with HubSpot connected
What agents can do
Manage contacts
"Find all contacts in HubSpot with the status 'Qualified Lead'"
"Create a new contact in HubSpot for John Smith at Acme Corp"
"Update the email address for the contact at Acme Corp"
Track deals
"Show me all open deals in the pipeline worth over $10,000"
"Move the Acme Corp deal to 'Negotiation' stage"
"Create a new deal for the partnership with Beta Inc"
Company records
"Look up the company record for TechStart Inc"
"List all contacts associated with MegaCorp"
Pipeline management
"Give me a summary of my sales pipeline -- how many deals in each stage and total value"
Use cases
- CRM updates -- Automatically update HubSpot records based on email interactions and meetings
- Lead enrichment -- When new leads come in, enrich their HubSpot profiles with research data
- Pipeline reporting -- Generate daily or weekly pipeline summaries
- Contact sync -- Keep your Dynaris contacts and HubSpot contacts in sync
- Follow-up automation -- Trigger follow-ups based on deal stage changes
Tips
- Grant full CRM permissions during OAuth so agents can access contacts, deals, and companies
- Use HubSpot deal stages as criteria for automated workflows (e.g., "When a deal moves to 'Proposal Sent,' schedule a follow-up call in 3 days")
- Combine with Gmail for end-to-end sales automation -- track email opens, update deal stages, and trigger follow-ups automatically