Enterprise Tool

HubSpot

Create contacts, deals, and companies from workflow nodes

HubSpot CRM is a leading platform for managing contacts, deals, companies, and customer interactions. CipherSense Agents connects via a Private App Access Token — no OAuth redirect required — giving your workflows full read/write access to CRM objects. Combine with HubSpot webhooks to trigger workflows automatically when contacts or deals change.

Official documentation

Setup

Create a HubSpot Private App

In your HubSpot account, go to Settings > Integrations > Private Apps > Create private app. Give it a name (e.g. CipherSense Agents). Under the Scopes tab, enable: crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.deals.read, crm.objects.deals.write, crm.objects.companies.read, crm.objects.companies.write.

HubSpot Private Apps

Copy the Access Token

After creating the app, go to the Auth tab and copy the Access Token. It starts with pat-na1- (or your region prefix). This token never expires unless rotated manually.

Add the integration in CipherSense Agents

Go to Project > Integrations > Add Integration > HubSpot. Paste your Private App Access Token. Click Save & Test to verify the connection.

(Optional) Set up webhooks

To trigger CipherSense Agents workflows on HubSpot CRM events, go to your HubSpot app settings > Webhooks. Set the target URL to https://your-domain/api/integrations/hubspot/webhook. Add subscriptions for contact.creation, contact.propertyChange, deal.creation, or deal.propertyChange. Copy the app's Client Secret and paste it into the App Client Secret field in CipherSense Agents for signature verification.

Use in a workflow

Drag a HubSpot node into the Visual Designer. Select your integration, choose an operation (create_contact, search_contacts, create_deal, etc.), fill in the fields, and wire upstream outputs (e.g. AI-extracted contact info) into the node properties.

Connection Fields

Fields required when adding this integration in your Project › Integrations.

Field	Required	Description
Private App Access Token	Required	Access token from your HubSpot Private App. Requires CRM read/write scopes for contacts, deals, and companies.
App Client Secret (optional)	Optional	Used to verify incoming webhook signatures (X-HubSpot-Signature). Found in your HubSpot app's Auth settings.

Common Use Cases

Lead capture: form submission → AI extracts contact details → create_contact with lifecycle stageDeal pipeline automation: new trial sign-up → create_deal in appointmentscheduled stage → assign to ownerContact enrichment: search_contacts by email → AI enriches profile → update_contact with new propertiesAI note logging: after a support call → AI summarises transcript → add_note linked to contact and dealWin/loss analysis: deal.propertyChange webhook (stage → closedwon/closedlost) → AI analysis → Slack reportCompany onboarding: new customer → create_company → create_deal → create_contact → link all three

Ready to connect HubSpot?

Add this integration from your project dashboard and wire it into a workflow.

Open Dashboard ← Back to Integrations