HubSpot + governed AI agents
HubSpot’s API is broad and well documented, which makes it a good first integration and a risky one to hand to an unsupervised agent. FlozentAi narrows it: import the spec, publish the handful of actions your workflow actually needs, and require confirmation on anything that writes.
Connecting HubSpot
| Definition | Import the HubSpot CRM API OpenAPI document for the objects you need — contacts, deals, tickets are usually enough to start. |
|---|---|
| Credential | Private app access token, or OAuth 2.0 for a public app. |
| Stored as | A secret:// reference to your own vault. FlozentAi never holds the value. |
Actions teams usually publish
Action names are yours to choose during review — these are the shapes most teams end up with. Anything that writes is confirmation-gated unless you deliberately publish it otherwise.
| Action | Kind | What it does |
|---|---|---|
contact.search | Read | Find a contact by email or company. |
deal.list | Read | List deals in a pipeline stage. |
note.create | Write | Attach a note to a record. |
deal.update | Write | Move a deal stage after human approval. |
What people build with it
- A lifecycle assistant that summarises a contact’s recent activity for the rep before a call.
- An agent that drafts CRM notes from a meeting transcript and asks before writing them.
- A product-embedded assistant that raises a ticket on the customer’s behalf, scoped to their tenant.
There is no field in the console that accepts a token or a password. You store the secret in your vault and give FlozentAi a reference; the runtime resolves it inside the execution layer, after the policy decision.
HubSpot questions
Do we need a separate HubSpot app per customer?
Only if each customer has their own HubSpot portal. In FlozentAi that maps to one connection per host tenant, which is a supported shape — the connection carries the credential reference and the tenant carries the scope.
What happens when HubSpot changes its API?
Re-import the specification. That queues new candidate revisions for review; versions you already published keep their existing schema until you approve the new one.
Use cases that involve HubSpot
Connect HubSpot the governed way.
Import the specification, review what it found, and publish only what you want reachable.