NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossHubSpot and Notionwith Caddi AI Agents.

Automate anything you do across HubSpot, Notion, 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 HubSpot and Notion

  1. Connect HubSpot to Caddi

    Allow

    1Sign in to HubSpot

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

  2. Connect Notion to Caddi

    Allow

    2Sign in to Notion

    The same click again. Both tools are connected.

  3. Create database entry in Notion when new contact in HubSpot.

    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 HubSpot and Notion together

  • 01

    Create database entry in Notion when new contact in HubSpot.

    Caddi watches HubSpot for new contact and create database entry in Notion. No copy-paste, no missed records.

  • 02

    Create contact in HubSpot when new database entry in Notion.

    Caddi watches Notion for new database entry and create contact in HubSpot so the two systems stay in lockstep.

  • 03

    Update entry in Notion from HubSpot events.

    When new deal happens in HubSpot, Caddi update entry in Notion with the right context attached.

Actions Caddi can take across HubSpot and Notion

  • 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.

  • Notion

    New database entry

    Triggers when a new page is added to a database.

  • Notion

    Database entry updated

    Triggers when an entry's properties change.

  • Notion

    Create database entry

    Add a new page to a database with property values.

  • Notion

    Update entry

    Modify properties on an existing database entry.

  • Notion

    Append block

    Add content blocks to an existing page.

  • Notion

    Create page

    Spin up a new standalone Notion page.

Common questions

How does Caddi connect HubSpot and Notion?

HubSpot and Notion 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 HubSpot and Notion 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 HubSpot and Notion to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first HubSpot + Notion 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 HubSpot and Notion?

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