How to Use HubSpot with AgentCLiQ

Overview

AgentCLiQ connects to HubSpot CRM through OAuth 2.0, giving your AI agents direct read and write access to your contacts, companies, and deals. No API keys required. Connect your HubSpot account in Settings > Integrations and your agents can start pulling data, enriching records, and writing research back to your CRM automatically.

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What Your Agents Can Do

Pull Contacts for Email Outreach

Your Email Copywriter agent can pull contacts directly from HubSpot as the data source for email sequences. Instead of uploading a CSV, you select a HubSpot filter (by lifecycle stage, lead status, city, industry, or any HubSpot property) and the agent pulls matching contacts with their name, email, company, job title, city, state, industry, and phone number.

How to use it:

1. Create a task on your Email Copywriter agent
2. On the Data Source step, select "HubSpot" as your input source
3. Choose a filter (e.g., "Lifecycle Stage equals Lead" or "City equals Phoenix")
4. The agent pulls matching contacts and uses them as the audience for your email sequence

Supported filter operators: Equals, Contains, Greater Than, Less Than, Is Known, Is Unknown, In (multi-value), and date presets (Last 7 days, Last 30 days, Last quarter).

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Research Companies from Your CRM

Your Company Research agent can pull companies from HubSpot and enrich them with web and LinkedIn intelligence. Select companies by HubSpot filter or specific company IDs, and the agent researches each one, producing firmographic data, technology stack, recent news, and competitive positioning.

How to use it:

1. Create a task on your Company Research agent
2. On the Data Source step, select "HubSpot" as your source
3. Choose a filter to select which companies to research
4. The agent researches each company and stores enriched data in the platform

What gets researched: Company website, industry classification, employee count, revenue estimates, technology stack, recent press, social media presence, and key business signals.

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Research Prospects (Decision Makers)

Your Prospect Research agent can pull contacts from HubSpot and enrich them with decision-maker intelligence. The agent identifies job title relevance, LinkedIn profiles, and engagement signals to help your outreach agents personalize messaging.

How to use it:

1. Create a task on your Prospect Research agent
2. On the Data Source step, select "HubSpot" as your source
3. Filter contacts by any HubSpot property
4. The agent enriches each contact with prospect-level intelligence

What gets enriched: Title validation, LinkedIn profile discovery, role relevance scoring, and contact completeness assessment.

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Write Research Back to HubSpot

After your Company Research or Prospect Research agents complete their work, AgentCLiQ can write the enriched data back to your HubSpot records. This keeps your CRM up to date without manual data entry.

How it works:

1. On the task review step, configure field mappings (which research field maps to which HubSpot property)
2. Choose a conflict strategy: overwrite existing values, fill blanks only, or skip if data exists
3. AgentCLiQ creates a custom HubSpot property called agentcliq_research_summary to store a prose summary of the research findings
4. The write-back happens automatically on task approval

Conflict strategies:

• Overwrite: Always update the HubSpot field with the latest research data
• Fill blank only: Only write to HubSpot fields that are currently empty
• Skip: Do not write to fields that already have values

Provenance protection: If a field was manually entered or imported (not from a previous research pass), AgentCLiQ will not overwrite it, even in overwrite mode. This protects hand-curated data.

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Pull Deals for Reporting

Your agents can pull HubSpot deal data for reports and dashboards. Deal properties include deal name, amount, stage, close date, pipeline, and owner. This feeds into the Generate Report objective type and widget dashboards.

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Update CRM Records from Agent Actions

When an automation rule fires or an agent completes a task, AgentCLiQ can update HubSpot records as an action. Supported operations include creating deals, updating contacts, and modifying deal properties based on agent analysis.

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Contact Resolution

When your agents receive inbound emails or webhook events, the Contact Resolver checks HubSpot to identify who the sender is. It matches by email address against your HubSpot contacts and pulls their full profile, company association, and deal history to provide context for the agent's response.

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Merge Fields in Email Sequences

When building email sequences with HubSpot as the data source, your Email Copywriter agent has access to all HubSpot contact properties as merge fields:

• {{prospect_name}} (first name + last name)
• {{company_name}} (from contact or associated company)
• {{jobtitle}} (job title)
• {{city}} and {{state}} (location)
• {{industry}} (industry classification)
• {{phone}} (phone number)
• {{email}} (email address)

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How to Connect

1. Navigate to Settings > Integrations in your AgentCLiQ dashboard
2. Find HubSpot in the integration list
3. Click Connect
4. You will be redirected to HubSpot to authorize AgentCLiQ
5. Grant the requested permissions (contacts, companies, deals read/write)
6. You will be redirected back to AgentCLiQ with the connection active

Requirements:

• A HubSpot account (Free, Starter, Professional, or Enterprise)
• Admin or Super Admin permissions in HubSpot to authorize OAuth connections

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Which Agents Use HubSpot

Agent	What It Does with HubSpot
CEO	Pulls pipeline and revenue context for briefings
CMO	Connects campaign outcomes to lead sources and funnel conversion
CFO	Uses deal and revenue data for forecasting and margin analysis
CRO	Monitors pipeline health, stage aging, win rates, and discounting
Company Research	Selects companies from HubSpot filters, runs enrichment, writes summaries back
Prospect Research	Selects contacts, validates titles and roles, writes research fields back
Email Copywriter	Builds sequences from HubSpot audiences with contact properties as merge fields
Email Classifier	Matches inbound senders to HubSpot contacts for classification context
Email Responder	Drafts replies using the matched HubSpot profile, open deals, and recent activity

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Permissions

AgentCLiQ requests the following HubSpot OAuth scopes:

• Read contact records
• Update contact properties
• Read company records
• Update company properties
• Read deal records
• Create and update deals
• Read contact property definitions

No access to your HubSpot settings, users, or billing. You can revoke access anytime from Settings > Integrations.

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Limitations

• HubSpot API rate limits apply (100 requests per 10 seconds for OAuth apps). AgentCLiQ handles rate limiting with automatic retry and backoff.
• Batch operations (researching 50+ companies) are throttled to stay within HubSpot limits.
• Custom objects are not currently supported. Only standard objects (contacts, companies, deals) are available.
• HubSpot Free tier has limited API access. Some features may require HubSpot Starter or Professional.