HubSpot CRM API

The HubSpot CRM API integration lets your agents access and manage contacts, deals, companies, and activities in HubSpot CRM.

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Prerequisites

• A HubSpot account - Sign up
• A Vatel AI organization and at least one agent

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Configuration

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Step 1: Get a Service Key from HubSpot

1. In HubSpot, click the gear icon in the top-right to open Settings.
2. In the left sidebar, click Integrations > Service Keys.
3. Click Create service key, give it a name, and select the appropriate scopes for your use case.
4. Once created, click Copy to copy the key.

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Step 2: Connect the integration in Vatel

1. In the Vatel sidebar, click Integrations.
2. Click Add Integration in the top-right.
3. Select HubSpot CRM API.
4. Set Credential scope to Organization-wide (all agents) or restrict it as needed.
5. Paste your copied key into the Bearer Token field.
6. Click Connect Integration.

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Step 3: Use the integration in your agent graph

1. Open an agent and go to its graph editor.
2. In the left sidebar under Integrations, you will see HubSpot CRM API listed. Click it to add it as a node.
3. In the node panel that opens on the right, give the node a Title, then select an Operation from the dropdown (e.g. create contact, get deal, update company).
4. Fill in any relevant field values or map them from graph variables.
5. Click Save Changes.
6. Start a call to test the node in your agent flow.