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The HubSpot connector integrates Tess with HubSpot CRM. Once connected, the AI can look up contacts and companies, follow deals, and support sales or success routines inside chats and agents. HubSpot is part of the Tess Connectors ecosystem and uses OAuth authentication for Apps connectors.

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Prerequisites

  • A HubSpot account with access to the portal/data you need.
  • Permission to authorize the HubSpot app for that portal.

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How to connect

On some Apps connectors, the OAuth consent screen may show a third-party connection bridge name rather than Tess. That is normal—review the requested permissions and continue if they match what you expect.
1

Open the Connectors panel

In chat, click the + next to the message box and select Connectors. You can also manage connectors while editing an agent in Agent Studio.
PRINT: (Connectors panel with HubSpot highlighted and the Connect button visible)
2

Find HubSpot and click Connect

Under Apps, locate HubSpot and click Connect to start authentication.
PRINT: (Provider authorization / consent screen for HubSpot)
3

Authorize access

Sign in with the account you want to use and review the requested permissions before confirming.
4

Confirm it is active

Back in Tess, HubSpot should appear under Connected, ready for chats and agents.
PRINT: (Tess callback or Connectors list showing HubSpot as Connected with a success state)

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What you can do

  • Search contacts, companies, and deals in your CRM
  • Summarize pipeline status and next steps for opportunities
  • Create or update CRM records when the account has write access
  • Support follow-ups with context from notes, properties, and deal stages
  • Help sales and CS teams act without switching tools

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Example prompts

  1. Find the HubSpot deal for Acme and summarize stage, amount, and next step.
  2. List contacts created this week with no owner assigned.
  3. Update the Acme deal note with today’s discovery call summary.
  4. Which open deals are stuck in Negotiation for more than 14 days?

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Best practices

  • Name the company/deal clearly to avoid duplicates.
  • Ask for confirmation before updating CRM fields.
  • In agents, define whether HubSpot is for lookup, pipeline reporting, or CRM updates.

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Troubleshooting

Confirm you are authorizing the correct HubSpot portal and that your role can grant app access.
Reconnect HubSpot in Connectors after password or permission changes.
The connected user may lack permission on that object. Use an account with the required CRM scopes.
Tess uses the permissions of the connected account. It does not expand access beyond what that account can already do.Connectors involve access to external systems. Only connect accounts that fit the usage context, and review permissions carefully.