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HubSpot

Connect HubSpot to bring contacts, companies, deals, and tickets into your AI workflows. Turtle AI Mate can summarize pipelines, prep client meetings, and draft outreach.

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OAuth scopes required

  • crm.schemas.companies.read, crm.schemas.companies.write
  • crm.objects.companies.read, crm.objects.companies.write
  • crm.schemas.contacts.read, crm.schemas.contacts.write
  • crm.objects.contacts.read, crm.objects.contacts.write
  • crm.schemas.deals.read, crm.schemas.deals.write
  • crm.objects.deals.read, crm.objects.deals.write
  • tickets
  • oauth
Access is scoped. You can revoke anytime in Settings → Integrations.

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Setup

  1. Go to Integrations → HubSpot
  2. Click Connect and approve scopes on the HubSpot OAuth screen
  3. Done — HubSpot data is now available in chat and agents

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What you can do

  • Summarize open deals by stage/owner
  • Surface recent activities on key accounts
  • Prepare meeting briefs (HubSpot + Gmail + Calendar)
  • Draft outreach emails informed by CRM data
  • Combine with Internet search for company/competitor intel

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Conversations (examples)

CRM only
  • “Show open deals over $10k by stage and owner.”
  • “Summarize last 5 activities with ACME Corp.”
  • “List contacts tagged ‘Investor’ with recent interactions.”
CRM + Internet
  • “What’s new about ACME Corp? Also, show our active deals with them.”
  • “Find funding news for companies in my pipeline over $50k.”

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Agents (templates)

Pipeline summary (CRM)
  • Instruction: “Summarize open deals by stage and owner. Highlight those closing this week.”
  • Schedule: Fridays 4 PM
  • Destinations: Notes + Email
New contacts digest (CRM)
  • Instruction: “List new HubSpot contacts from yesterday with company + role.”
  • Schedule: Daily 8 AM
  • Destinations: WhatsApp
Competitor deal watch (CRM + Internet)
  • Instruction: “Check deals mentioning Competitor X; add latest public news.”
  • Schedule: Mondays 9 AM
  • Destinations: Notes

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Best practices

  • Tag contacts by type (Investor / Client / Partner)
  • Pair HubSpot with Gmail/Calendar for richer meeting preps
  • Use Internet search to add live market intel
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