Cross-vertical

Automate HubSpot with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with HubSpot. It runs 9 supported actions in HubSpot, including deal stage changed, create contact, and update contact, and connects it to Salesforce, Zoho CRM, and MailChimp. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost HubSpot integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across HubSpot and every tool it touches, including the screens with no API.

Supported actions9

New contactTriggers when a new contact is added to HubSpot.
New dealTriggers when a new deal is created.
Deal stage changedTriggers when a deal advances to a new stage.
New form submissionTriggers when a HubSpot form is submitted.
Create contactAdd a new HubSpot contact with custom properties.
Update contactModify an existing contact's properties.
Create dealOpen a new deal with pipeline, amount, and associations.
Update dealModify a deal's stage, amount, or close date.
Create taskSchedule a follow-up task against a contact or deal.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the HubSpot API?Visit hubspot.com

How to automate HubSpot

Connect HubSpot to Caddi
Allow
1Sign in to HubSpot
One click with your own HubSpot login. No API keys.
Automate lead-to-onboarding in HubSpot.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with HubSpot

Why teams automate HubSpot

HubSpot is the front office — Caddi AI Agents make sure the front office actually reflects what's happening across the rest of your stack.

HubSpot is only as good as the data inside it. Caddi keeps HubSpot honest by writing every meaningful change — meetings, signatures, doc filings — directly into the right record.

Loops Caddi runs against HubSpot

Lead-to-onboarding
Recommended pattern
When a HubSpot deal closes, Caddi opens the onboarding workspace, sends the welcome packet, and creates the onboarding tasks.
Meeting note write-back
Recommended pattern
Caddi turns each meeting transcript into a structured HubSpot activity and opens follow-ups on the right deal.
Document fan-out
Recommended pattern
When a signed contract returns, Caddi files it, updates the HubSpot deal, and notifies the deal owner.

Where professional services teams use it

Inbound triage
Watch HubSpot for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep HubSpot in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using HubSpot alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right HubSpot update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating HubSpot

Does Caddi have a real HubSpot integration?

Yes. Caddi runs verified code against HubSpot's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for HubSpot is reviewed before it runs in production.

Do I need engineering help to automate HubSpot with Caddi?

No. You demonstrate the workflow, clicking through HubSpot the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my HubSpot data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against HubSpot, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect HubSpot to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating HubSpot, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in HubSpot?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Browse all