Your CRM and your PSA, kept in step.
Neo reads and updates HubSpot contacts, companies and deals, and keeps them in line with your PSA.
What Neo does with HubSpot.
Contacts and companies
Neo finds, creates and updates contacts and companies.
Deals and pipelines
Neo reads and moves deals through your pipeline stages.
Notes, tasks and activities
Neo logs notes, tasks, calls and meetings on a record.
Concrete work Neo handles in HubSpot.
Contact sync
Neo keeps HubSpot contacts and PSA contacts in step, both ways.
Deal and opportunity sync
Neo mirrors HubSpot deals and PSA opportunities, both ways.
Won deals become work
Neo opens a PSA ticket or project for each deal you win.
Set it up with Neo.
Connect HubSpot
Enter the credentials the HubSpot card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the HubSpot card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the HubSpot access the job needs, and builds the agent with you.
Questions about the HubSpot integration.
What does Neo need to connect to HubSpot?+
The credentials the HubSpot card on Neo's Integrations page asks for, from your HubSpot account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect HubSpot, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.