AI-native automation
Connect HubSpot and Intapp with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use HubSpot and Intapp together
- 01
Keep HubSpot and Intapp in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across HubSpot and Intapp
- 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 HubSpot and Intapp?
HubSpot and Intapp just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against HubSpot and Intapp end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect HubSpot and Intapp to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first HubSpot + Intapp 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate HubSpot and Intapp?
Drop your work email and we'll show you Caddi running end-to-end against HubSpot, Intapp, and the rest of your stack.