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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

The Missio Agent can autonomously monitor conversations and manage HubSpot records based on detected information and configured rules.
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

Use natural language commands in the Co-Pilot to manage your HubSpot CRM directly from Missio.
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
The HubSpot integration requires specific API permissions to manage your CRM data. Review the permissions carefully during setup.

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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.