HubSpot
Connect HubSpot and your agents can look up contacts, companies and deals, enrich records with research pulled from the rest of your stack, log activity, and draft follow-ups. Anything that writes to the CRM waits for your approval first.
What your agents can do with HubSpot
- Look up contacts, companies and deals
- Enrich records with researched context
- Log activity, notes and tasks
- Create and update records (with approval)
How to connect HubSpot to Velaris
- 1
Create your Velaris account
Sign up and open your AI OS desktop.
- 2
Open Connections
Go to Settings → Connections in the OS.
- 3
Connect HubSpot
Authorize HubSpot with scoped access you control.
- 4
Ask an agent to act
Tell Velaris a goal — it uses HubSpot from the mesh automatically.
Popular ways to use it
HubSpot + Velaris — common questions
Can a Velaris agent update HubSpot records automatically?
It drafts the change and shows you exactly what will be written, but creating or updating a contact, company or deal goes through an approval step before it lands in HubSpot.
Does Velaris work with the free HubSpot CRM?
Yes — the integration uses the standard HubSpot API, so free and paid portals both connect. Which objects an agent can touch depends on the scopes you grant.
Can an agent enrich HubSpot contacts with data from other tools?
That is the main use — an agent pulls context from Gmail threads, your calendar and the web, then writes a summary back onto the contact record once you approve it.