Manage your HubSpot CRM straight from chat. Add contacts, update deals and keep your pipeline current, without opening HubSpot manually.
What can your assistant do?
- Create new contacts after a call or meeting
- Find and look up existing contacts
- Update deal status in the pipeline
- Add notes to contacts or deals
- Get a pipeline overview per stage
Requirements
- Plan: Growth or higher
- Integrations: HubSpot Private App token (create in HubSpot settings)
How do you activate HubSpot CRM?
- Go to Dashboard -> Skills
- Click "Activate" on HubSpot CRM
- In HubSpot, create a Private App: Settings -> Integrations -> Private Apps
- Grant the scopes:
crm.objects.contacts.read/write,crm.objects.deals.read/write,crm.objects.notes.write - In dGENIX go to Dashboard -> Connectors -> HubSpot CRM and paste the generated token
- The skill is active right away
Example commands
Create a new contact: Jan Jansen, jan@company.com, CEO at CompanyX
What's the status of the deal with Client Y?
Add a note to contact jan@company.com: "Had a call on 14 April"
Give an overview of all open deals in the pipeline
Credit cost
| Action | ~Credits |
|---|---|
| Create or find a contact | ~50 cr |
| Update a deal | ~50 cr |
| Add a note | ~40 cr |
| Pipeline overview | ~70 cr |
Pricing
Included from the Growth plan. You pay per action in credits.
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