Connect HubSpot to find contacts and companies, summarise deals, log activity, and create or update records. Sidekick respects HubSpot pipeline permissions and routes risky writes through approval before they hit your CRM.
Available today#
Action Description Find contacts and companies Search HubSpot CRM by name, email, domain, or properties Summarise deals Read deal stage, owner, last activity, and key properties Log activity Add notes, calls, or emails to a contact or deal timeline Create or update records Open new contacts, companies, or deals (approval-gated)
Setup#
Go to Settings → Connections
Click Add Connection → HubSpot
Authorise through HubSpot OAuth
Confirm the HubSpot account and scopes
Common patterns#
Pull every open deal in the Q3 pipeline owned by the
EMEA team and summarise stage, days-since-last-activity,
and next step.
Copy Log a note on the Acme Corp deal: "Demo'd v5.3 to procurement,
follow-up scheduled Friday."
Copy Capability boundary#
The connector targets HubSpot's CRM core (contacts, companies, deals, activities). Marketing Hub automation, custom code workflows, or HubSpot Operations Hub need a Custom MCP server .
Governance#
Action Recommended approval Read records Auto-approve Log activity Auto-approve Create records Require approval Update records Require approval Bulk changes Always require approval