Connect Agent AI and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agent AI
Choose an Action
Automatically do this!
Create Contact
Update Company
Search Company
Get Owner by Email or by ID
Create Company
Create or Update Contact
Create Deal
Get Invoice Line Items
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
Find Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Create Engagement
Send Message
Ready to use Agent AI and HubSpot automations
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Get notified if any contact is created in your account.
New Company Created
Get notified if any company is created in your account.
Delete Company
Get notified if any company is deleted in your account.
Delete Contact
Get notified if any contact is deleted in your account.
Update Contact's Lifecycle Stage
Get notified if lifecycle stage changed for any contact in your account.
New Deal Created
Get notified if any deal is created in your account.
Do thisActions
Action is the task that follows automatically within your Agent AI integrations.
Web Page Content
Extract text content from a specified web page or domain.
Web Page Screenshot
Capture a visual screenshot of a specified web page for documentation or analysis.
YouTube Video Transcript
Fetches the transcript of a YouTube video using the video URL.
YouTube Channel Data
Retrieve detailed information about a YouTube channel, including its videos and statistics.
Get Company Earnings Info
Retrieve company earnings information for a given stock symbol over time.
Get Company Financial Profile
Retrieve detailed financial and company profile information for a given stock symbol, such as market cap and the last known stock price for any company.
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Step by step guides to integrate Agent AI and HubSpot
Frequently Asked Questions
To start, connect both your Agent AI and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in Agent AI triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how Agent AI data is recorded in HubSpot. This includes choosing which data fields go into which fields of HubSpot, setting up custom formats, and filtering out unwanted information.
The data sync between Agent AI and HubSpot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Agent AI and HubSpot. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Agent AI
Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.
Learn MoreAbout HubSpot
HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.
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