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Hubspot tool cover The HubSpot tool lets your agent interact with your CRM during a conversation. Use it to capture lead information, create support tickets when customers report issues, or add new contacts when users share their details.

Using the HubSpot tool

Add the HubSpot tool to your agent from ToolsAdd toolHubSpot. You can also add tools directly from inside a Playbook or Integration step. Once added, you can call the HubSpot tool from inside a Playbook or Workflow.

Actions

ActionDescription
Create contactAdd a new contact to your HubSpot CRM.
Create leadCreate a new lead in your HubSpot CRM.
Create ticketLog a new support or service ticket.

Learn more about integrations

Integrate with third-party tools

The best agents use tools to interact with the outside world. Learn how to get started with our bitesized course.