HubSpot

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

What’s included

With HubSpot connected, your assistant can:

View and update contacts — Access and modify contact information
View and update deals — Track your deal pipeline and stages
Create contacts — Add new contacts to your CRM
View companies — Access company information

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.

What your assistant can do

Capability	What it does	Makes changes?
List contacts	View your contacts	No
Get contact details	See full contact information	No
Create contact	Add a new contact	Yes
Update contact	Modify contact properties	Yes
List deals	View your deals pipeline	No
Get deal details	See full deal information	No

Use cases

Inbound enrichment

Enrich contacts when new emails arrive:

Detect emails from people not in your CRM
Research the sender and their company
Create or update the HubSpot contact with your findings

Deal tracking

Keep deals up to date based on email activity:

Track email conversations with prospects
Flag deals that need attention
Surface deal context before meetings

Meeting preparation

Prepare for calls and meetings:

Before a meeting, look up the company in HubSpot
Include key CRM info in your morning briefing
Surface engagement history and recent activity

Example workflow

A workflow that enriches new contacts from inbound emails:


When a new email arrives from someone not in my HubSpot:
1. Research the sender using web search
2. Create a new HubSpot contact
3. Add: company name, title, LinkedIn URL
4. Log what was found

Best practices

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

Be careful with automation. Automated CRM updates can trigger other HubSpot workflows, notifications, and reports. Test carefully.

Include context. When updating CRM records, have your workflow note why the update was made so your team has the full picture.

Troubleshooting

Can’t find contacts

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

Update fails

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

Rate limits

HubSpot limits how many operations can happen in a short period. If you hit rate limits:

Reduce how often the workflow runs
Batch operations where possible