“How easy it was to deploy. We basically created client portals where I could put the chatbot directly into that portal so that a client would be able to access it while maintaining security.”
HubSpot Integration with CustomGPT.ai
Connect HubSpot once, and your AI agent can answer from your deals, tickets, and everything you’ve published there.
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Trusted by 10,000+ organizations worldwide
How it works
Live in 3 Steps
- No coding required
- SOC 2 Type 2 compliant
- GDPR compliant
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Choose what to connect
Pick CRM records like deals, contacts, and tickets, or your website content like blog posts and help articles.
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Log in through HubSpot
Authorize through HubSpot’s own login screen.
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Start asking
Your agent is ready to answer.
Use cases
What your agent can do
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Ask your agent to brief you before a call
Say “what’s going on with the Acme deal” and get the deal stage, last email, and recent notes back in one answer.
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Support gets the full picture in one answer
Open tickets and company history come back together, instead of clicking through several separate records.
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Your published content becomes searchable too
Blog posts, help articles, and landing pages get read the same way, so a visitor asking about your product gets an answer sourced from what you’ve actually written.
Trusted AI
Trusted by 10,000+ teams
From government agencies to Fortune 500s and universities – teams build custom AI on their own data with CustomGPT.ai.
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“We wanted the opportunity to be able to easily add podcast episodes and other multimedia content. So that was something in CustomGPT.ai that stood out to us.”
HubSpot integration: common questions answered
What does the CustomGPT.ai HubSpot integration do?
It connects your HubSpot account to a CustomGPT.ai agent. Pick your CRM records, your website content, or both, and your agent answers questions using that data, with a link back to wherever the answer came from.
What can I connect from HubSpot?
Two things, and you can do either or both. CRM records: contacts, companies, deals, tickets, notes, calls, emails, meetings, tasks, and more. Website content: blog posts, help articles, landing pages, whatever you’ve published.
How do I connect HubSpot?
On the Create page, choose HubSpot, then pick CRM or Knowledge Base. Log in through HubSpot’s own screen, and your agent starts reading what you selected. No API keys, no developer needed.
Does my agent stay current as HubSpot changes?
Auto-sync is available on Enterprise plans, so your agent updates automatically as records or content change.
Can I ask my agent about deals and tickets, not just general questions?
Yes. Once you’ve connected your CRM, your agent can answer things like “what’s the status on this deal” or “what’s the ticket history for this account,” pulled straight from the records, not a guess.
Can I build a chatbot trained on my HubSpot content?
Yes. Connect your website content and embed the agent on your site or share a link. It answers only from what you’ve published, and says so when it doesn’t know something.
Can agencies connect more than one HubSpot account?
Yes. Add each client’s account as its own connection, either on separate agents or the same one. Each stays scoped to its own portal.
Can I connect both CRM and content on the same agent?
Yes. Add both as separate sources on one agent, so it answers from your deals and tickets and your published content together
Which plans include this?
Connecting HubSpot, CRM or Knowledge Base, is available on every plan. Auto-sync, so your agent updates automatically as HubSpot changes, is an Enterprise feature. Other plans can contact sales to enable it.
Is my HubSpot data secure?
Yes. CustomGPT.ai only makes read requests to your CRM, it never writes, updates, or deletes anything in HubSpot, and sensitive HubSpot properties are excluded. CustomGPT.ai is SOC 2 Type II certified and GDPR compliant, the same standard 10,000+ teams already rely on.
Can I disconnect HubSpot later?
Yes, any time, from your CustomGPT.ai settings or by removing the app in HubSpot.