HubSpot is the CRM where many teams keep the history with their buyers. With the HubSpot connector the AI agent can check whether you already have a relationship, who has talked to whom, and what has been done. That helps when you decide whether a tender is worth going for.
The connector is available on paid plans. You connect with your own HubSpot account, and the agent only gets access to what you can already see and do. You use the connector through the agent, so you need the administrator or member role. Contributors don't have access to the agent. Read more about roles and permissions.
What the agent can do
Look up companies, contacts and deals.
Read notes, activities and emails attached to records.
Create new records and update existing ones.
HubSpot decides which tools are available. You can see the list on the integration card once you have connected.
How to connect
Go to "Settings" → "Integrations".
Find HubSpot under "Personal" and click "Connect".
Sign in to HubSpot and approve access.
When you return to Cobrief, you can see which account is connected.
Connecting from the settings turns the connector on for new conversations. Conversations you have already started keep their current setting. You can also connect from the "Connectors" menu inside a conversation. That turns the connector on for that conversation.
Use HubSpot in a conversation
Open the "Connectors" menu in the agent and turn HubSpot on for the conversation. For example, you can ask the agent to:
"Do we already have a relationship with this buyer?"
"Summarise the latest activity on this company."
"Create a deal for this tender."
Choose what the agent may do
The tools from HubSpot fall into two groups: those that only read, and those that can change or delete something. By default the agent may read freely, while anything that changes something needs your approval in the conversation. The agent shows you what it wants to do, and you choose "Approve" or "Reject".
Administrators can change this for the whole workspace under "Settings" → "Integrations" → HubSpot. Each group and each individual tool can be set to "Always allow", "Needs approval" or "Blocked". Other users can see the settings but cannot change them.
Disconnect or reconnect
Go to "Settings" → "Integrations", find HubSpot and click "Disconnect". The agent then loses access to your HubSpot account. You can connect again whenever you like.
If access expires or is revoked, Cobrief shows "Requires new sign-in". Click "Reconnect" to continue.
Security
The agent uses your own sign-in with HubSpot and never reaches further than you do yourself. Content is fetched while the agent works, and we don't keep a copy of your HubSpot data. Answers and documents the agent produces are stored in Cobrief as usual.
Read more about how we work with security and privacy in our Trust Center.
Can't connect?
If you have access to several HubSpot accounts, you choose which one to grant access to while signing in.
The agent only sees what you see in HubSpot. If records are missing, check your own permissions in HubSpot first.