HubSpot
CRMTestedCRM contacts, companies, deals, tickets, marketing emails, campaigns, forms, pipelines, and web analytics from HubSpot.
HubSpot is where sales and marketing teams manage their entire customer lifecycle — from first-touch leads through closed deals and ongoing support. Agentcy connects to your HubSpot portal via a Service Key to give you natural-language access to CRM objects, marketing tools, and web analytics.
Ask about your pipeline health, recent deals, new contacts this month, campaign performance, or form submission trends. Agentcy decomposes your question into the right API calls across 12 operations covering CRM objects (contacts, companies, deals, tickets), marketing tools (emails, campaigns, forms), analytics, pipelines, lists, and team owners. Results are synthesized into actionable insights, not raw JSON.
HubSpot is a BYOK (Bring Your Own Key) service configured per domain. Each client domain gets its own Service Key — keeping portal data isolated and secure. Some analytics features (session breakdowns, UTM tracking) require HubSpot Marketing Hub Professional or higher.
“How many new contacts were added this month?”
“Show me all open deals in the pipeline”
“What is the total value of deals closed this quarter?”
“List my most recent support tickets”
“Which companies have the most associated contacts?”
“What marketing emails were sent recently?”
“Show me form submission counts across all forms”
“What are the stages in my sales pipeline?”
“Who are the owners with the most open deals?”
“How has web traffic changed over the last 6 months?”
“What are my top traffic sources?”
“Show me contacts in the 'subscriber' lifecycle stage”
“List deals that closed lost this quarter and why”
“What campaigns are active right now?”
“Show me contact lists and their sizes”
- Google Account
- Not required
- API Key
- Provide your own API credentials
- External Subscription
- HubSpot account (Free CRM works for most features; Marketing Hub Professional+ required for analytics sessions/UTM and campaign data)
- Domain Configuration
- HubSpot Service Key (or legacy Private App token) — created in HubSpot Settings
- 01
In your HubSpot account, go to Settings → Integrations → Service Keys (or Private Apps if Service Keys are not yet available)
- 02
Create a new Service Key with these scopes:
- 03
CRM scopes (all plans): crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read, tickets, crm.objects.owners.read, crm.lists.read
- 04
Marketing scopes (all plans): content, forms
- 05
Professional+ scopes (add if available on your plan): marketing.campaigns.read, business-intelligence
- 06
Copy the generated token (starts with pat-na1-... or pat-eu1-...)
- 07
In the Agentcy portal, go to Services and enable HubSpot
- 08
Go to the domain page and click Configure on HubSpot
- 09
Paste your Service Key and click Test Connection to verify access
1-hour cache. CRM data is near real-time from HubSpot's REST API. Analytics data may lag 24-48 hours depending on your HubSpot plan.
HubSpot recently deprecated Private Apps in favor of Service Keys (launched Feb 2026) — both use the same Bearer token format and work identically with Agentcy
Session-level analytics (sessions, utm-campaigns, utm-sources, etc.) require the traffic-analytics-api-access scope, which is only available on Marketing Hub Professional+ plans
Campaign data requires the marketing.campaigns.read scope, which may not be available on all HubSpot tiers
The tickets scope uses the legacy name 'tickets' (not 'crm.objects.tickets.read') — make sure to select it in the HubSpot scope picker
Service Keys are shown only once during creation — copy and save the token immediately
HubSpot API rate limits are 100 requests per 10 seconds for Private Apps/Service Keys
Google Analytics 4
Cross-reference CRM lead sources with website traffic data to find your highest-converting channels
Google Ads
Connect ad spend with deal pipeline value to calculate true cost-per-lead and cost-per-acquisition
WooCommerce
Combine CRM deal data with store order data for a complete sales picture
Google Search Console
Identify which search queries and landing pages drive the most CRM leads