With the HubSpot skill GENI keeps your CRM current from the chat: looking up and creating contacts, updating deals, adding notes and summarising your pipeline.
Available from Growth. You need a connected HubSpot account; see Connecting HubSpot.
What can GENI do with HubSpot?
- Look up a contact by email, name or company
- Create a contact
- Create a deal or move its stage
- Add a note to a contact or deal
- Fetch your pipeline, grouped by stage
Most of the return is in the small actions: adding a note straight after a call, instead of never getting round to it.
Example: what you ask, what you get
How is my pipeline looking?
14 open deals, €96,400 combined
Stage Deals Value First contact 5 €18,200 Quote sent 6 €52,900 Negotiation 3 €25,300 Worth noting: four deals in "Quote sent" have been there over three weeks, together worth €31,000. The oldest is De Vries, since 12 July.
Shall I stage a follow-up note for those four?
Requirements
- Plan: Growth and up
- Connection: a HubSpot Private App token via Dashboard -> Connectors
Activating
- Go to Dashboard -> Skills and activate HubSpot CRM
- Create a private app in HubSpot with the scopes you need
- Paste the token at Dashboard -> Connectors
The scopes you enable decide what GENI may do. Leave the write scopes off and it can only read. See Connecting HubSpot.
What it costs
| Action | Credits |
|---|---|
| Add a note | ~40 |
| Create or find a contact | ~50 |
| Update a deal | ~50 |
| Pipeline overview | ~70 |
See The credit system.
Limits
- Creating and updating ask for confirmation.
- GENI never deletes contacts, deals or notes.
- Contacts, deals and notes only. Tickets, products and quotes are out of scope.
- Custom properties are not filled automatically.
- Without the right scope it cannot, even if you ask. That is by design.
- Sending email does not run through HubSpot but through your email connection.
Troubleshooting
Permissions error on an action. The matching scope is off in your private app. Tick it in HubSpot and save; the token stays the same.
A deal lands in the wrong pipeline. Without being told, HubSpot uses your default pipeline. Name the pipeline in your request.
A contact is not found. Search by email; that is the most reliable field. Names appear duplicated or spelled differently more often.
The token is rejected. You probably pasted the Client secret instead of the private app's access token.
Frequently asked questions
Can GENI search my whole CRM? It searches specifically by email, name or company. Nothing is copied or indexed; every search goes live to HubSpot.
Can I combine this with other skills? Yes, and that is the value: writing a new lead from Lead Research straight in as a contact, or a pipeline overview inside your weekly report.
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.
What is the difference with CRM Sync? CRM Sync keeps data aligned between systems. This skill works directly inside HubSpot.
Back to Skills marketplace See also: Connecting HubSpot · Lead Research · CRM Sync On the site: all skills · all integrations
dGENIX Docs, HubSpot CRM, updated August 2026