Integrating with HubSpot

The HubSpot integration allows you to pull company, contact, and deal records to tailor landing pages, emails, or sales assets to a specific account. This integration also allows you to explore/analyze your HubSpot data and strategize with the agent.

Connecting to HubSpot

To get started, head to the integrations page in Mutiny

On the HubSpot card, click Connect - This will launch the Pipedream connection modal. Complete the connection steps through this Modal to connect to Mutiny

About Pipedream

Mutiny uses Pipedream to handle the secure authentication and data flow for third-party connections. You don’t need a Pipedream account, everything happens through Mutiny.

Using the Integration

Once connected, you’ll be able to use HubSpot data to drive asset creation.

The agent can query HubSpot for company records (industry, size, deal stage, owner), pull the associated contacts (names, titles, who’s engaged), and check the open deal’s stage and amount. Then build personalized assets grounded in real CRM data instead of generic copy.

Tool permissions

Choose when the Mutiny agent is allowed to use each tool exposed by this server.

Read-only tools

• Search HubSpot CRM objects
• Get HubSpot CRM objects
• List HubSpot associations
• Get HubSpot properties
• Search HubSpot properties
• List HubSpot pipelines
• List HubSpot owners
• Get HubSpot user identity

Write tools

• Create HubSpot record
• Update HubSpot record
• Create HubSpot association

Disconnecting

To disconnect an integration, use the three-dot menu on the integration card and click Disconnect.