HubSpot

Town offers two separate HubSpot integrations, and you can connect either or both:

HubSpot (CRM) — gives your assistant access to your CRM: contacts, deals, and companies.
HubSpot Email Marketing — lets your assistant draft HubSpot marketing emails (subject, body, recipient segments) for you to review and send from HubSpot.

They appear as separate tiles on the Integrations page, connect independently, and use their own permissions — so you can add just the CRM tools, just email marketing, or both.

Choosing your HubSpot integration

	HubSpot (CRM)	HubSpot Email Marketing
What it’s for	Read and update CRM records	Draft marketing email campaigns
Typical work	Enrich contacts, track deals, prep for meetings	Compose a marketing email, pick recipient segments, set an A/B subject
Changes in HubSpot	Creates and updates contacts and deals	Creates email drafts only — never sends
Requirements	Any HubSpot account	A Marketing Hub account

The CRM tools are documented first; jump to HubSpot Email Marketing for the email features.

What’s included (CRM)

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 routine

A routine 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 routines, notifications, and reports. Test carefully.

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

HubSpot Email Marketing

The HubSpot Email Marketing integration lets your assistant draft marketing emails directly in your HubSpot account. It’s a separate connection from HubSpot (CRM) — connect it on its own tile on the Integrations page.

Drafts only — nothing is ever sent from Town. Your assistant creates the email as a draft in HubSpot. You review it in HubSpot’s email editor and send it yourself. Town never publishes or sends a campaign.

What your assistant can do

Capability	What it does	Sends anything?
Draft a marketing email	Creates a HubSpot marketing email draft with your subject, body, and preview text	No (draft only)
Reuse your branding	Builds the draft from a known-good template in your account, so it inherits your header, footer, and unsubscribe settings	No
Choose recipients	Sets the recipient and exclusion lists/segments on the draft	No
Add an A/B subject	Optionally creates a second subject-line variant for A/B testing	No
Set a planned send date	Fills in the draft’s scheduled date (you still send it in HubSpot)	No
Read your lists	Reads your contact lists so you can pick recipients by segment	No

Connecting HubSpot Email Marketing

Go to Integrations
Find HubSpot Email Marketing and click Connect
Authorize Town in HubSpot — choose the account where your marketing emails live
Return to Town

This integration needs a HubSpot Marketing Hub account so it can create marketing email drafts. It requests the marketing content permission plus read access to your contact lists. It’s rolling out gradually and may not be available on every account yet.

Use cases

Turn a brief into a draft — “Draft a marketing email announcing our Series B for our investor newsletter list,” and your assistant composes the subject, body, and preview text into a ready-to-review draft.
Target the right people — pick which contact lists/segments should receive it (and which to exclude) right from the composer.
Test subject lines — add a second subject to spin up an A/B variant.
Stay in control — everything lands as a draft, so you do the final review and send in HubSpot.

You always send from HubSpot. Town’s job is to get a high-quality draft in front of you fast. Review recipients, content, and compliance in HubSpot before sending.

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 routine runs
Batch operations where possible