Who can use this feature

Available on monday AI platform, availability on all products coming soon

AI agents can connect to HubSpot as a tool, allowing your agent to read contact, company, and deal data, monitor pipeline changes, create records, and coordinate sales and marketing workflows across monday.com and HubSpot.

This article covers what your agent can do with HubSpot and how to add the tool to your agent. If you're looking for the recipe-based integration that syncs contacts, companies, and deals between monday.com and HubSpot without an AI agent, see the HubSpot Integration article.

For a full overview of AI agents, see the AI Agents on monday.com article.

Add the HubSpot tool to your agent

You can add the HubSpot tool to your agent through the agent chat by describing what you need. The agent will identify HubSpot as the right tool, ask any setup questions needed, and surface the connection step directly in chat.

You can also add the tool manually from the Brain tab. Under Tools, search for HubSpot in the search bar and select the tool. When you connect HubSpot, you'll be redirected to HubSpot to sign in and grant the permissions required for the agent to work with your account.

For the full AI agent configuration and setup flow, see the Build and configure your AI agent article.

What your agent can do with HubSpot

Once connected, your AI agent can automate tasks that span monday.com and HubSpot. Common use cases include:

• Inbound lead routing - When HubSpot captures a new inbound lead, the agent creates a corresponding item on your board, scores it based on HubSpot data, and assigns it to the right owner by territory, product interest, or other criteria you define, accelerating response time.
   
• Deal lifecycle sync - The agent keeps HubSpot contact and deal stages in sync with your board. When a deal advances in HubSpot, the corresponding item is automatically updated, giving your team full pipeline visibility across both tools.
   
• Marketing campaign attribution - When an item is marked completed on your board, the agent pulls HubSpot attribution data (leads generated, influenced deals, revenue) and posts a performance summary on the item, connecting your team's work to business outcomes.
   
• Email sequence engagement alerts - When a HubSpot email sequence results in a reply or meeting booked, the agent creates or updates the corresponding item with the engagement outcome, ensuring reps follow up on warm signals promptly.