> ## Documentation Index
> Fetch the complete documentation index at: https://wl.macaly.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Manage contacts, deals, and email campaigns with HubSpot

Macaly connects to HubSpot so the agent can work with your CRM for you. Add or update contacts, move deals through your pipeline, send marketing emails, or pull reports, and the agent talks to HubSpot and brings the result back into your project.

## What is HubSpot?

HubSpot is a customer platform that brings your marketing, sales, and customer data together in one CRM. It stores your contacts and companies, tracks deals through your sales pipeline, runs email campaigns, and reports on how everything is performing. With the HubSpot integration, Macaly's agent works with your HubSpot account directly, so you can manage records and campaigns without switching tools.

## What you can do

A few examples of what the agent can do with HubSpot:

* **Manage contacts and companies.** Create, update, search, and merge contact and company records as your data changes.
* **Work your deal pipeline.** Create deals, update their stage and amount, and keep your sales pipeline current.
* **Handle support tickets.** Open, update, and track tickets so customer issues don't get lost.
* **Run email campaigns.** Create marketing emails and link assets to campaigns to reach your audience.
* **Segment your audience.** Build and update lists to group contacts for targeted outreach.
* **Pull reports and metrics.** Retrieve campaign performance and CRM data to see what's working.

## How it works

You describe what you want in the chat, and the agent handles the rest. Ask for a one-off task, or have the agent build HubSpot right into your project.

**Ask the agent directly:**

```
Add these new sign-ups as contacts in HubSpot and put each one
into a deal in the "New leads" stage.
```

```
Find every contact in HubSpot from the "Acme" company and update
their lifecycle stage to "Customer".
```

**Or build it into your app:**

```
Build a contact form on my site. When someone submits it, create
a contact in HubSpot and open a ticket for the support team.
```

```
Make a dashboard that pulls my open deals from HubSpot and shows
them grouped by pipeline stage with the total value of each.
```

<Steps>
  <Step title="Connect your HubSpot account">
    The first time you ask for something that needs HubSpot, the agent prompts you to connect your account. Authorize access once and Macaly reuses the connection for later requests.
  </Step>

  <Step title="Describe what you need">
    Tell the agent what to create, update, search, or report on. Be specific about which records, pipelines, or lists to use.
  </Step>

  <Step title="The agent does the work in HubSpot">
    The agent runs the action in your HubSpot account and brings the result, an updated contact, a new deal, or a report, back into the chat.
  </Step>
</Steps>

## Good to know

* **You connect once.** Authorize your HubSpot account the first time, and the agent reuses that connection for later requests.
* **Some features depend on your HubSpot plan.** Marketing and reporting tools vary by subscription, so a few actions may need a paid HubSpot plan.
* **Your account, your control.** The agent only acts when you ask it to, and you can revoke access from your HubSpot account settings at any time.


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