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

# HubSpot

> Connect Missio with HubSpot to automate CRM workflows and manage customer relationships

## 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.

## Available Tools

### Agent Capabilities

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

**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

### Co-Pilot Commands

<Info>
  Use natural language commands in the Co-Pilot to manage your HubSpot CRM
  directly from Missio.
</Info>

**HubSpot Actions:**

# Contact Management

"Create a new contact for [john@company.com](mailto:john@company.com)"
"Update Sarah Smith's job title to CTO"
"Show me all contacts from Acme Corp"

# 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"

# 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"

# 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"

## Sample Workflows

### 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

### 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

### 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"

## 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

<Note>
  The HubSpot integration requires specific API permissions to manage your CRM
  data. Review the permissions carefully during setup.
</Note>

## 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

## 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](https://discord.gg/9CwnRH2Bgt).