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AI-native automation

Automate work acrossHubSpot and Oracle EDMwith Caddi AI Agents.

Connect HubSpot and Oracle EDM: Create request in Oracle EDM when new contact in HubSpot. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
HubSpotProductivity
Oracle EDMFinance
How it works

Discover, automate and govern the work between HubSpot and Oracle EDM

Caddi AI Agents find the repetitive handoffs between HubSpot and Oracle EDM, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Our customers save every month.
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use HubSpot and Oracle EDM together

  • 01

    Create request in Oracle EDM when new contact in HubSpot.

    Caddi watches HubSpot for new contact and create request in Oracle EDM. No copy-paste, no missed records.

  • 02

    Create contact in HubSpot when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and create contact in HubSpot so the two systems stay in lockstep.

  • 03

    Fetch hierarchy in Oracle EDM from HubSpot events.

    When new deal happens in HubSpot, Caddi fetch hierarchy in Oracle EDM with the right context attached.

Actions

Actions Caddi can take across HubSpot and Oracle EDM

  • 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.

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

FAQ

Common questions

How does Caddi connect HubSpot and Oracle EDM?

HubSpot and Oracle EDM 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 Oracle EDM 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 Oracle EDM to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first HubSpot + Oracle EDM 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.

Explore more

Keep digging

See it on your stack

Ready to automate HubSpot and Oracle EDM?

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