The HubSpot connection lets GENI look up and create contacts, update deals, add notes and summarise your sales pipeline.
This connection works with a Private App token you create in HubSpot yourself, not with the usual sign-in button. That way you decide exactly which permissions dGENIX gets. The connection activates the HubSpot skill, available from Growth.
What you can do with it
| What you ask | What GENI does |
|---|---|
| "Is jan@company.com already in our CRM?" | Searches by email, name or company |
| "Add this lead as a contact" | Creates a new contact |
| "Move the De Vries deal to 'quote sent'" | Creates or updates a deal |
| "Note on this contact that they call back in March" | Adds a note |
| "How is my pipeline looking?" | Returns all deals grouped by stage |
Connecting
- Log in to HubSpot and go to Settings -> Integrations -> Private Apps
- Click Create a private app and give it a name, for example "dGENIX"
- Open the Scopes tab and enable:
crm.objects.contacts.read+.writecrm.objects.deals.read+.writecrm.objects.notes.write
- Click Create app and copy the token you receive
- Go to Dashboard -> Connectors, click Connect on HubSpot and paste the token
Store the token carefully: HubSpot shows it in full only once.
What access you grant
| Scope | What dGENIX uses it for |
|---|---|
crm.objects.contacts.read |
Looking up contacts |
crm.objects.contacts.write |
Creating new contacts |
crm.objects.deals.read |
Reading the pipeline and individual deals |
crm.objects.deals.write |
Creating a deal or changing its stage |
crm.objects.notes.write |
Adding notes to a contact or deal |
If you leave a scope off, GENI simply cannot do it. To make it read-only, for
instance, leave the .write scopes disabled.
Checking that it works
Ask this right after connecting:
How is my HubSpot pipeline looking?
You get your deals grouped by stage. If you get a permissions error, a scope is missing from your private app.
Limits
- GENI never deletes contacts, deals or notes
- Creating a contact or updating a deal asks for confirmation
- Contacts, deals and notes only; not tickets, products or quotes
- Custom properties are not filled in automatically
- Sending email does not run through HubSpot but through your email connection
Troubleshooting
Permissions error on an action. The matching scope is disabled. Open your private app in HubSpot, tick it and save; the token stays the same.
The token is rejected. You probably pasted the Client secret or an old API key. It has to be the private app's access token.
A deal lands in the wrong pipeline. Without being told, HubSpot uses your default pipeline. Name the pipeline in your request.
Disconnecting
Delete the private app in HubSpot, or go to Dashboard -> Connectors, click HubSpot and choose Disconnect. Deleting the app in HubSpot invalidates the token immediately.
Frequently asked questions
Why no ordinary sign-in button like Slack? With a private app you decide, scope by scope, what dGENIX may do. That is more precise than a standard authorisation where you approve everything at once.
Does this work with a free HubSpot account? Private apps are available on the free CRM tiers. Some fields and pipelines do require a paid HubSpot plan.
Can GENI search my entire CRM? It searches specifically, by email, name or company. Nothing is copied or indexed; every search goes live to HubSpot.
Back to Connectors overview See also: HubSpot CRM skill · all integrations
dGENIX Docs, Connecting HubSpot, updated August 2026