> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cohesive.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Read and update CRM records, activities, and pipeline context.

Connect HubSpot to use CRM records beside the emails, notes, and documents about the same account.

## What the agent can do

**Read**

* Search contacts, companies, deals, and tickets.
* Read related notes, tasks, calls, meetings, and email activity.
* Inspect owners, pipelines, stages, and configured properties.

**Act**

* Create and update supported CRM records.
* Create or update notes, tasks, calls, and meetings.
* Associate supported activity with the relevant CRM records.

## Browse and drop

Browse contacts, companies, and deals in the Connectors rail, then drop records onto the Canvas.

## Connect

<Steps>
  <Step title="Find the connector">
    Open **Settings → Connectors** and choose **HubSpot** from the available catalog.
  </Step>

  <Step title="Authorize">
    Click **Connect**. An organization admin connects HubSpot and reviews the connection configuration, including relevant CRM properties and owner mapping.
  </Step>

  <Step title="Check the connection">
    Confirm that it appears under **Connected**, then ask the agent to retrieve one item you can verify.
  </Step>
</Steps>

## Things to try

* *"Show the Acme company and its open deals."*
* *"List the open tasks for this deal."*
* *"Log a note on the selected deal with today's decisions."*

Owner mapping makes requests such as “my deals” resolve to the right HubSpot owner. It doesn't restrict CRM visibility to that owner's records. Access comes from the connected HubSpot account and its permissions.

See [Connector access and troubleshooting](/product/connectors/overview) if an item or action is unavailable.