SIMBA + HubSpot
Sync contacts, deals, and conversation summaries to HubSpot.
HubSpot API docsConnect your HubSpot account with a Private App token and SIMBA agents can create contacts, update deals, log call notes, and enroll leads in workflows during conversations. The integration uses HubSpot's REST API, so anything you can do through HubSpot's API — agents can do during a call.
What agents can do
- Create or update contacts
- Log call summaries and transcripts as engagements
- Create or update deals and tasks
- Enroll contacts in HubSpot workflows
Common workflows
Inbound lead capture
Qualify an inbound caller and push a fully-formed Contact + Deal into HubSpot before the call ends.
Post-call notes
Agents write the call summary and next steps as a HubSpot engagement automatically.
Setup
- 1In HubSpot, create a Private App with scopes: crm.objects.contacts.write, crm.objects.deals.write, crm.schemas.contacts.read.
- 2Copy the generated access token.
- 3In SIMBA, add the HubSpot integration and paste the token.
- 4Give your agent the HubSpot tools (createContact, updateDeal, logEngagement).
Example: createContact tool
POST https://api.hubapi.com/crm/v3/objects/contacts
Authorization: Bearer {{hubspot_token}}
Content-Type: application/json
{
"properties": {
"email": "{{caller_email}}",
"firstname": "{{caller_first_name}}",
"phone": "{{caller_phone}}",
"lifecyclestage": "lead"
}
}Frequently asked questions
Can agents read existing HubSpot records?
Yes. Agents can look up contacts, deals, tickets, and companies by email, phone, or ID during a conversation.
Is data written back in real time?
Yes. Writes happen during the call with sub-second tool latency.
Do we need HubSpot Enterprise?
No. Any paid HubSpot tier with Private App access works.
Connect HubSpot in the dashboard
Bring your own credentials. SIMBA stores them server-side and your agents call HubSpot during conversations.