# HubSpot CRM Integration for AI Workflows

Source: https://insertchat.com/integration/hubspot

> Install HubSpot from the app catalog, authorize your account, and enable the actions you need. Available actions depend on the connection and account permissions.

## Use customer conversations to guide CRM actions

Use InsertChat contacts to keep the conversation in context, and connect HubSpot when your workflow needs a supported external CRM action. Choose from the actions available to your account, then set the permissions that fit your team’s process. Test the customer request and confirm that the intended CRM action and approval flow work together.

## Setup

1. **Connect your account.** Find HubSpot in the InsertChat app catalog and authorize the account you want to use.
2. **Choose the actions.** Select the supported actions your assistant needs and review the connection’s permissions.
3. **Test the workflow.** Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.

## Does HubSpot replace the contacts in InsertChat?

InsertChat keeps its own customer contacts and conversation context in the workspace. A HubSpot connection makes supported CRM actions available to your assistant. Choose the actions your workflow needs and test how they interact with your CRM records.

## Which HubSpot actions are available to my assistant?

The app catalog and connection settings show the actions available for your account. Availability depends on the connection and your account permissions. Enable only the actions needed for your workflow and configure review where your team needs it.

## Related features

- [Contacts](https://insertchat.com/product/crm)
- [Actions & approvals](https://insertchat.com/product/automations)
- [Shared inbox](https://insertchat.com/product/inbox)