Hubspot
VISS.AI lets you connect HubSpot with dozens of the most popular apps, enabling you to streamline your customer relationship management (CRM) workflows effortlessly. From automating marketing tasks to syncing contacts and tracking leads, you can manage it all seamlessly—without needing to write a single line of code.
Supported Actions
GET
Read and search through existing data in your app
List Owners
List Companies
List Contacts
List Deals
POST
Create a new record or update an existing record.
Create Deal
Create Company
Create Contact
DELETE
Read and search through existing data in your app
No Available Actions
Setting up Hubspot
This guide will help you set up and use HubSpot within VISS.AI.
Adding HubSpot
You can integrate HubSpot with any existing or new VISS.AI workspace. To add it:
Click on + Step.
Choose HubSpot from the app menu.
Connecting Your HubSpot Account
Connecting to HubSpot is straightforward and secure:
Click Sign In and log in to your HubSpot account through the pop-up window.
Permissions: Authorize VISS.AI to access your HubSpot data. This permission allows VISS.AI to retrieve, update, and organize HubSpot records as part of your workflows.
Using HubSpot in VISS.AI
Once integrated, you can set up prompts and workflows that interact with your HubSpot data.
Decide what you’d like HubSpot to do within VISS.AI, such as "Retrieve contacts," "Update deal stages," or "Generate reports."
Craft prompts for specific actions, like “Pull the latest lead details” or “Update the status of Deal #12345.”
After setting your prompt, click Build to test it. Once verified, select Run to activate the workflow.