HubSpot Integration

Connect HubSpot to give your assistant access to your CRM — contacts, deals, and companies.

What’s included

With HubSpot connected, your assistant can:

Read contacts — Access contact information and properties
Update contacts — Modify contact data
Read deals — View deal pipeline and stages
Update deals — Modify deal properties
Read companies — Access company information
Update companies — Modify company data

Connecting HubSpot

Go to Integrations
Find HubSpot and click Connect
Authorize Town in HubSpot
Return to Town

Town requests access to contacts, deals, and companies in your HubSpot account. You can revoke access anytime from HubSpot settings.

HubSpot tools

Once connected, these tools become available:

Tool	Description	Write?
`hubspot_read_contact`	Get contact details	No
`hubspot_update_contact`	Update contact properties	Yes
`hubspot_read_deal`	Get deal details	No
`hubspot_update_deal`	Update deal properties	Yes
`hubspot_read_company`	Get company details	No
`hubspot_update_company`	Update company properties	Yes

Use cases

Inbound enrichment

Enrich contacts when emails arrive:

Detect new inbound from unknown senders
Research the sender and company
Create or update HubSpot contact with findings

Deal tracking

Keep deals updated based on email activity:

Track email conversations with prospects
Update deal stage based on email signals
Flag deals needing attention

Company research

Prepare for calls and meetings:

Before a meeting, lookup the company in HubSpot
Include key info in your morning briefing
Track engagement history

Example: Enrich new contacts

A workflow that enriches new contacts from inbound emails:


When a new email arrives from an unknown sender:
1. Research the sender using web search
2. Find or create a HubSpot contact
3. Update with: company, title, LinkedIn URL
4. Log the enrichment activity

Configuration

Account access

Town connects to the HubSpot account you authorize. Access is scoped to:

Contacts (read/write)
Deals (read/write)
Companies (read/write)

Required scopes

Town requests these HubSpot scopes:

crm.objects.contacts.read / crm.objects.contacts.write
crm.objects.deals.read / crm.objects.deals.write
crm.objects.companies.read / crm.objects.companies.write

Best practices

Use approval-required for updates. CRM data is critical. Review before modifying contacts, deals, or companies.

Be careful with automation. Automated CRM updates can have downstream effects (workflows, notifications, reports). Test carefully.

Log activities. When updating CRM records, include context about why the update was made.

Troubleshooting

Can’t find contacts

Verify the email address or contact ID is correct
Check that the contact exists in HubSpot
Ensure Town has access to contacts

Update fails

Check that you have edit permissions in HubSpot
Verify property names match your HubSpot schema
Ensure required fields are provided

Rate limits

HubSpot has API rate limits. If you’re hitting limits:

Reduce update frequency
Batch operations where possible
Contact HubSpot about limit increases