HubSpot
Sync your HubSpot CRM data with Cloodot to manage contacts, companies, and deals alongside your conversations.
This integration is coming soon. The details below describe what to expect when it launches.
HubSpot connects your CRM with Cloodot, keeping customer data in sync across both platforms.
What syncs
| HubSpot Object | What you can do |
|---|---|
| Contacts | View, create, update, and search contacts |
| Companies | View, create, update, and search companies |
| Deals | View, create, update, search, and delete deals |
| Leads | View, create, update, search, and delete leads |
| Pipelines | View your deal pipelines and stages |
| Owners | See all HubSpot users/owners |
The integration also syncs associations between objects — so relationships between contacts, companies, and deals are preserved.
Connecting HubSpot
- Go to Settings → Integrations
- Click the HubSpot card
- You'll be redirected to HubSpot to authorize Cloodot
- Grant the requested permissions and confirm
- You'll be returned to Cloodot with the connection active
The integration uses OAuth 2.0 and will automatically refresh your access when needed.
How the sync works
Once connected, Cloodot can read and write HubSpot records. When your AI agent or teammates work with customers, the relevant CRM data is available directly inside Cloodot.
Changes made in Cloodot flow through to HubSpot, and HubSpot changes flow back via webhook syncing.
Disconnecting
- Go to Settings → Integrations
- Click the HubSpot card
- Click Disconnect and confirm
Disconnecting stops all data syncing between HubSpot and Cloodot. Existing data in either platform is not deleted.
Related topics
- Integrations Overview — Manage all your integrations
- Contacts — How contacts work in Cloodot