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AI-native automation

Automate work acrossBasecamp and HubSpotwith Caddi AI Agents.

Automate anything you do across Basecamp, HubSpot, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Basecamp and HubSpot

  1. Connect Basecamp to Caddi

    Allow

    1Sign in to Basecamp

    One click with your own Basecamp login. No API keys.

  2. Connect HubSpot to Caddi

    Allow

    2Sign in to HubSpot

    The same click again. Both tools are connected.

  3. Create contact in HubSpot when new to-do in Basecamp.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use Basecamp and HubSpot together

  • 01

    Create contact in HubSpot when new to-do in Basecamp.

    Caddi watches Basecamp for new to-do and create contact in HubSpot. No copy-paste, no missed records.

  • 02

    Create to-do in Basecamp when new contact in HubSpot.

    Caddi watches HubSpot for new contact and create to-do in Basecamp so the two systems stay in lockstep.

  • 03

    Update contact in HubSpot from Basecamp events.

    When to-do completed happens in Basecamp, Caddi update contact in HubSpot with the right context attached.

Actions Caddi can take across Basecamp and HubSpot

  • Basecamp

    New to-do

    Triggers when a to-do is added to a Basecamp project.

  • Basecamp

    To-do completed

    Triggers when a to-do is checked off.

  • Basecamp

    New message

    Triggers when a message is posted to a project.

  • Basecamp

    Create to-do

    Add a to-do with an assignee and due date.

  • Basecamp

    Create project

    Start a project from a template.

  • Basecamp

    Post message

    Post an update to a project's message board.

  • HubSpot

    New contact

    Triggers when a new contact is added to HubSpot.

  • HubSpot

    New deal

    Triggers when a new deal is created.

  • HubSpot

    Deal stage changed

    Triggers when a deal advances to a new stage.

  • HubSpot

    New form submission

    Triggers when a HubSpot form is submitted.

  • HubSpot

    Create contact

    Add a new HubSpot contact with custom properties.

  • HubSpot

    Update contact

    Modify an existing contact's properties.

  • HubSpot

    Create deal

    Open a new deal with pipeline, amount, and associations.

  • HubSpot

    Update deal

    Modify a deal's stage, amount, or close date.

  • HubSpot

    Create task

    Schedule a follow-up task against a contact or deal.

Common questions

How does Caddi connect Basecamp and HubSpot?

Basecamp and HubSpot just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Basecamp and HubSpot end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Basecamp and HubSpot to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Basecamp + HubSpot loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Basecamp and HubSpot?

Drop your work email and we'll show you Caddi running end-to-end against Basecamp, HubSpot, and the rest of your stack.