AI-native automation
Automate work across
HubSpot and 
Relativitywith Caddi AI Agents.
Automate anything you do across HubSpot, Relativity, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect HubSpot and Relativity
Connect HubSpot to Caddi
Allow1Sign in to HubSpot
One click with your own HubSpot login. No API keys.
Connect Relativity to Caddi
Allow2Sign in to Relativity
The same click again. Both tools are connected.
Create workspace in Relativity when new contact in HubSpot.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Relativity together
In a law firm the work between HubSpot and Relativity is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create workspace in Relativity when new contact in HubSpot.
Caddi watches HubSpot for new contact and create workspace in Relativity. No copy-paste, no missed records.
- 02
Create contact in HubSpot when new matter in Relativity.
Caddi watches Relativity for new matter and create contact in HubSpot so the two systems stay in lockstep.
- 03
Upload documents in Relativity from HubSpot events.
When new deal happens in HubSpot, Caddi upload documents in Relativity with the right context attached.
Actions Caddi can take across HubSpot and Relativity
- 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.
- Relativity
New matter
Triggers when a new matter or case is created.
- Relativity
Document promoted
Triggers when a reviewed document is promoted or marked responsive.
- Relativity
Coding updated
Triggers when coding decisions change on a document.
- Relativity
New production
Triggers when a production set is generated.
- Relativity
Create workspace
Stand up a new review workspace from the firm's template.
- Relativity
Upload documents
Load documents into a workspace with metadata and folder placement.
- Relativity
Label documents
Apply tags, folders, or coding fields to a set of documents.
- Relativity
Sync coding fields
Write coding decisions and production status back to the system of record.
- Relativity
Search documents
Find documents by metadata, coding, or content.
Common questions
How does Caddi connect HubSpot and Relativity?
HubSpot and Relativity 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 Relativity 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 Relativity to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first HubSpot + Relativity 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.
Does this work for law firms?
Yes. Caddi runs HubSpot and Relativity with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate HubSpot and Relativity?
Drop your work email and we'll show you Caddi running end-to-end against HubSpot, Relativity, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.