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Overview

The HubSpot integration enables both the Missio Agent and Co-Pilot to manage contacts, companies, deals, and tickets while maintaining context from conversations across all your integrated platforms.

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Available Tools

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Agent Capabilities

CRM Management:

• Create/update contacts
• Create/update companies
• Manage deals
• Create/update tickets
• Track activities
• Manage properties
• Set follow-up tasks
• Update deal stages
• Create notes
• Schedule tasks

Automation Rules:

• Auto-create contacts from email signatures
• Auto-update deal stages based on conversations
• Auto-create tickets from support queries
• Auto-assign owners based on context
• Auto-tag contacts and companies
• Sync meeting notes to contact timeline
• Create follow-up sequences

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Co-Pilot Commands

HubSpot Actions:

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Contact Management

“Create a new contact for john@company.com” “Update Sarah Smith’s job title to CTO” “Show me all contacts from Acme Corp”

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Deal Management

“Create a new deal for Acme Corp worth $50k” “Move the Acme Corp deal to negotiation stage” “List all deals closing this month”

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Company Management

“Create a new company record for Acme Corp” “Update Acme Corp’s employee count to 500” “Show me all companies in the software industry”

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Activity Tracking

“Log a call with John about the new proposal” “Add a note to Acme Corp’s timeline” “Schedule a follow-up task for next week”

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Sample Workflows

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1. Lead Capture

When: New contact information is detected in email/Slack Agent will:

1. Create/update HubSpot contact
2. Enrich contact data using available information
3. Associate with company record
4. Create relevant tasks or reminders
5. Notify account owner

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2. Deal Management

When: Deal-related conversation occurs Agent will:

1. Update deal stage if relevant
2. Log conversation in deal timeline
3. Create follow-up tasks
4. Schedule next steps
5. Update revenue forecasts

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3. Meeting Follow-up

When: Using Co-Pilot You can say: “After meeting actions:

• Log meeting notes to contact timeline
• Create follow-up tasks
• Update deal status
• Schedule next meeting”

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Setup Instructions

1. Go to Missio Settings → Integrations
2. Select “HubSpot” from CRM providers
3. Complete OAuth authentication
4. Configure Agent rules and Co-Pilot preferences

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Best Practices

• Set up clear property mapping rules
• Configure deal stage automation triggers
• Use consistent naming conventions
• Regular sync of contact data
• Maintain organized task queues

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Limitations

• API call quotas apply
• Some features require specific HubSpot plans
• Custom property limitations may apply
• Workflow automation depends on HubSpot plan type
• Historical data sync limitations

Need help? Contact our support team or visit our community forum.