> ## Documentation Index
> Fetch the complete documentation index at: https://docs.xpander.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot CRM

> Learn how to integrate AI agents with HubSpot CRM using xpander.ai. Create intelligent workflows that automatically engage leads, update contact records, and trigger personalized follow-ups based on real-time customer interactions.

## About HubSpot CRM

HubSpot CRM is a customer relationship management (CRM) platform designed to help businesses organize, track, and nurture leads and customers.

Key Features of HubSpot CRM:

* **Contact Management**: Store and manage customer and lead information in one place.

* **Pipeline Management**: Visualize and track the progress of deals through sales stages.

* **Email Integration**: Connect with Gmail or Outlook to track email interactions.

* **Marketing Tools**: Includes forms, landing pages, email marketing, and automation (in the Marketing Hub).

* **Customer Service**: Offers ticketing, live chat, and a knowledge base (in the Service Hub).

* **Analytics & Reporting**: Provides insights into sales activity, performance, and marketing metrics.

* **Customization**: Users can customize pipelines, fields, dashboards, and more.

* **Integration**: Works with tools like Slack, Zoom, Shopify, and hundreds of others.

## Authentication Options

Below are possible authentication options you can choose:

<Tabs>
  <Tab title="Built-in xpander.ai Auth">
    The simplest way to connect HubSpot CRM is by using xpander.ai's built-in authentication:

    1. Go to the **Connectors** section in the sidebar of your xpander.ai dashboard.
    2. Select **HubSpot CRM** from the available integrations.
    3. Click **Sign in with HubSpot CRM**.
    4. Choose the account you want to connect and grant xpander.ai permission to access it.
    5. HubSpot CRM is now ready to use.
  </Tab>

  <Tab title="API Access">
    ### Generate a HubSpot CRM API Key

    1. Log in to your [HubSpot CRM account](https://www.hubspot.com/products/crm).

    2. Click on **Settings** (the gear icon) in the top bar of your dashboard.

    3. In the sidebar, click on **Integration**.

    4. Select **Private Apps**, then click **Create Private App**.\\
           <img src="https://mintcdn.com/xpanderai-099931d1/MfbW8wufR8EyGOUW/images/connectors/hubspot-crm/img_1.png?fit=max&auto=format&n=MfbW8wufR8EyGOUW&q=85&s=9394f5fd1058c70af53e9937cec4b028" alt="Img 1" width="1407" height="737" data-path="images/connectors/hubspot-crm/img_1.png" />

    5. Enter a name for your app. In the **Scopes** tab, click **Add new scope** and grant the app access to the CRM services appropriate for your use case.\\
           <img src="https://mintcdn.com/xpanderai-099931d1/MfbW8wufR8EyGOUW/images/connectors/hubspot-crm/img_2.png?fit=max&auto=format&n=MfbW8wufR8EyGOUW&q=85&s=bc150b98ef0f4f88d3e64d629f70ef73" alt="Img 2" width="2877" height="1419" data-path="images/connectors/hubspot-crm/img_2.png" />

    6. Click **Create App**.

    7. Your access token will be available in the **Auth** tab of the newly created private app.\\
           <img src="https://mintcdn.com/xpanderai-099931d1/MfbW8wufR8EyGOUW/images/connectors/hubspot-crm/img_3.png?fit=max&auto=format&n=MfbW8wufR8EyGOUW&q=85&s=8f6b3176e892937cf24964a14fd804ec" alt="Img 3" width="1232" height="643" data-path="images/connectors/hubspot-crm/img_3.png" />

    ### Integrate HubSpot CRM into xpander.ai

    1. Go to the **Connectors** section in the sidebar of your xpander.ai dashboard.
    2. Select **HubSpot CRM** from the available integrations.
    3. Click **Other auth options**.
    4. Enter a **connector name**, e.g., "xpander-hubspot-crm".
    5. Select **Integration User** as the authentication mode.
    6. Select **API Key** as the authentication method.
    7. Paste the HubSpot access token into the provided field.
    8. Choose **Bearer** as the **Auth Type**.
    9. Save the configuration.

           <img src="https://mintcdn.com/xpanderai-099931d1/MfbW8wufR8EyGOUW/images/connectors/hubspot-crm/img_4.png?fit=max&auto=format&n=MfbW8wufR8EyGOUW&q=85&s=45eb1648f249166868ffffd5ed80739d" alt="Img 4" width="3732" height="1925" data-path="images/connectors/hubspot-crm/img_4.png" />
  </Tab>
</Tabs>

## Integration of HubSpot CRM into AI Agent

Once you've configured your HubSpot CRM account with the authentication option(s) described above, you can integrate it into your AI agent with xpander.ai:

1. In your xpander.ai dashboard, go to the **Agent Configuration** tab and select **Tools**, then click **Add Tools**.
2. Select **Connectors**.
3. Choose **HubSpot CRM** with the same **connector name** you configured in the previous section (e.g., xpander-hubspot-crm).
4. Select the available HubSpot CRM operations that suit your use case.

<img src="https://mintcdn.com/xpanderai-099931d1/MfbW8wufR8EyGOUW/images/connectors/hubspot-crm/img_5.png?fit=max&auto=format&n=MfbW8wufR8EyGOUW&q=85&s=0767fa10b5f8c9a760bd94ddf0108773" alt="Img 5" width="2868" height="1442" data-path="images/connectors/hubspot-crm/img_5.png" />

## AI Agent HubSpot CRM Prompt Library

Below are possible prompts or use cases you can try after integrating HubSpot CRM into your xpander AI agent:

```
Can you search for all companies that have more than {revenue_amount} in annual revenue?
```

```
How do I create a custom object schema for tracking our product warranties?
```

```
How do I add all the contacts from our "Newsletter Subscribers" list to our "Product Launch" campaign list?
```

```
Can you update our event template to display customer support interactions differently?
```

## Related Resources

* [Understanding Model Context Protocol (MCP)](/guides/deploy/mcp)
* [HubSpot CRM API Documentation](https://developers.hubspot.com/docs/reference/api/overview)