Connect HubSpot CRM
ScendCore connects to HubSpot through the MCP (Model Context Protocol) integration, giving your AI agents real-time access to contacts, deals, and call logging directly from HubSpot.
Prerequisites
- A HubSpot account (Professional or Enterprise recommended)
- A HubSpot Private App with the required scopes
- Admin or Owner role in ScendCore
Step 1: Create a HubSpot Private App
- In HubSpot, go to Settings > Integrations > Private Apps.
- Click Create a private app.
- Give it a name like “ScendCore Integration”.
- Under Scopes, enable the following:
| Scope | Purpose |
|---|---|
crm.objects.contacts.read | Look up contacts |
crm.objects.contacts.write | Create and update contacts |
crm.objects.deals.read | Look up deals |
crm.objects.deals.write | Create and update deals |
crm.objects.calls.write | Log call activities |
- Click Create app and copy the Access Token (starts with
pat-na1-...).
Step 2: Connect via MCP
- In ScendCore, go to Agents > MCP Connections.
- Find HubSpot CRM in the featured providers list.
- Paste your Private App access token in the auth field.
- Click Connect.
ScendCore will verify the connection and make HubSpot tools available to your AI agents.
Step 3: Connect via Integrations (Optional)
For webhook-based sync and deal stage change notifications:
- Go to Settings > Integrations.
- Find HubSpot under CRM & Documents.
- Enter your Private App Token and HubSpot Portal ID.
- Click Connect.
Your Portal ID is found in HubSpot under Settings > Account Setup > Account Information.
Available HubSpot Tools
Once connected, your AI agents can use these 6 tools during conversations:
| Tool | Description |
|---|---|
| Contact lookup | Search for a contact by email, name, or phone |
| Create contact | Create a new contact in HubSpot |
| Update contact | Update existing contact fields |
| Create deal | Create a new deal in your pipeline |
| Update deal | Update deal stage, value, or properties |
| Log call | Log a call activity with notes and outcome |
How AI Agents Use HubSpot
During conversations, AI agents can automatically:
- Look up the contact in HubSpot to pull in context before responding
- Create a new contact if the person does not exist yet
- Create or advance deals based on conversation outcomes
- Log call activities with detailed notes after voice calls
All HubSpot actions respect your Autonomy Controls. High-risk actions like advancing deals can require human approval.
Account Sync
You can also sync HubSpot company records to your Accounts list:
- Go to the Accounts page.
- Click Sync from HubSpot.
- ScendCore imports companies as accounts, matching on domain to avoid duplicates.
Synced accounts display a HubSpot link back to the original record.
Troubleshooting
Connection failed
- Verify your Private App token is correct and has not expired.
- Ensure all required scopes are enabled on the Private App.
- Check that your HubSpot plan supports Private Apps.
Tools not appearing for agents
- Confirm the MCP connection shows as “Connected” on the MCP Connections page.
- Verify the agent has access to HubSpot tools in its configuration.
Contacts not syncing
- Account sync is triggered manually from the Accounts page.
- Check for duplicate domain entries that might block imports.