The HubSpot integration lets the Workleap Agent read your HubSpot CRM when you ask it a question. You connect with your own HubSpot account, and the agent reads only what that account can open. The integration is read-only: nothing in HubSpot is created, edited, or deleted.

Before you start

A Workleap account with access to the Workleap Agent.
Personal integrations allowed in your organization. If HubSpot is missing from your Connected apps list, ask a Workleap admin.
A HubSpot user account. The first person to connect in a HubSpot account needs HubSpot's App Marketplace Access permission. Super admins have it. After that first connection, other users can connect without it.

Install: connect your HubSpot account

The Install button in the HubSpot App Marketplace brings you to Workleap's Connected apps page. You can also start from Workleap.

Open Connected apps from your account settings. In the agent, you can also click Sources, then Connect more sources.
Find HubSpot and click Connect. A HubSpot window opens.
If you belong to several HubSpot accounts, choose the one to connect.
Review the permissions HubSpot lists, then click Connect app.
The window closes and HubSpot shows as connected.

The agent can use HubSpot from your next message.

Configure the app

There is nothing to configure. The integration has no sync, no field mapping, and no settings of its own. The agent reads HubSpot when you ask, and copies nothing into Workleap.

For Workleap admins

Only organization admins can open the agent settings. Anyone else sees a page-not-found error.

Turn personal integrations on or off for the whole organization: open the agent settings, then Knowledge sources > Personal apps > Manage permission. This setting covers every personal app, not HubSpot alone. Admins cannot see who connected HubSpot and cannot disconnect anyone.

Use the app

Ask the agent a question that involves your CRM. It decides when to read HubSpot, reads it with your account, and cites the records it used, with links back to HubSpot.

What the agent can read:

CRM records: contacts, companies, deals, and the other objects your account can open, with their properties
Record owners and teams
Content analytics and campaign reports
Your own HubSpot user and account details

Examples:

"Which of my deals are set to close this month?"
"Where do things stand with Acme before my call?"
"Prepare my 1:1 with Morgan with her open pipeline."

Answers respect your HubSpot permissions. If your HubSpot user cannot open a record, the agent cannot read it. If your HubSpot account has Sensitive Data turned on, HubSpot blocks activity and conversation data for every AI connector, including this one.

How your data is handled

The connection is yours. The agent reads HubSpot only when you ask, and only for you.
Nothing is synced, copied, or indexed. Answers and the excerpts behind them stay in your own conversations.
Your HubSpot data is never used to train AI models.

Full details for every personal app: Personal integrations.

Disconnect the app

Open Connected apps.
Next to HubSpot, click Disconnect.

What happens:

Workleap deletes your stored HubSpot sign-in right away. The agent can no longer read HubSpot for you.
Past answers stay in your conversations.
Nothing changes in HubSpot. The app stays listed under HubSpot's Connected Apps until someone uninstalls it there.
You can connect again at any time.

Uninstall the app from HubSpot

In HubSpot, click the settings icon in the top navigation bar.
In the left sidebar, go to Integrations > Connected Apps.
On the Workleap app, click Actions, then Uninstall.
Type "uninstall" in the text field and click Uninstall.