CRM
Connect HubSpot to Your AI Agents
Enable your WKIL agents to create and update contacts, manage deals, log activity, and keep your CRM current through a secure HubSpot integration.
Authentication: OAuth 2.0
What you can do
- Qualify and enrich new leads
- Update deal stages automatically
- Log every customer interaction
- Create follow-up tasks for the sales team
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Create Contact
Add a new contact record with properties.
Update Deal
Change the stage, value, or owner of a deal.
Search Contacts
Find contacts by property, list, or activity.
Log Activity
Record a call, email, or note against a contact or deal.
Create Task
Assign a follow-up task to a sales rep.
Triggers
Contact Created
Fires when a new contact is added to HubSpot.
Deal Stage Updated
Fires when a deal moves to a new pipeline stage.
Practical agent use cases
- An agent qualifies a new lead and updates its HubSpot record automatically.
- An agent logs every WhatsApp conversation as an activity on the contact's timeline.
How it works with WKIL
- 1Choose the integrationAdd HubSpot to your agent from inside the WKIL platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Can an agent close a deal on its own?
Agents can update deal stages and data, but sensitive actions like closing high-value deals can require human approval.