How to Use HubSpot with Pokee AI

HubSpot is one of 90+ native integrations in Pokee AI. Connect your HubSpot account and manage CRM through natural language -- no flowcharts, no code, no middleware.

What You Can Do

• Manage contacts, companies, and deals
• Create and update CRM records
• Track deal pipeline and stages
• Manage tickets and customer support
• Search and filter CRM data
• Log activities and notes
• Generate CRM reports and summaries

Getting Connected

1. Open Pokee and mention HubSpot in your first command (e.g., "Show me my HubSpot data")
2. Pokee prompts you to authenticate via OAuth -- one click
3. Your HubSpot account is connected and ready to use
4. All future sessions remember the connection automatically

No API keys. No configuration. No setup guides.

Example Commands

Try these natural language commands:

• "Create a new contact in HubSpot: John Smith, john@acme.com, Company: Acme Corp"
• "Show me all deals in the 'Negotiation' stage worth over $10,000"
• "Update the deal 'Acme Enterprise License' to stage 'Closed Won'"
• "Search for all contacts at companies in the 'Technology' industry"
• "Log a note on the Acme Corp company record: 'Had discovery call, interested in Enterprise plan'"
• "Show me all open support tickets assigned to the Customer Success team"

Pokee understands context. You don't need exact syntax -- describe what you want and Pokee figures out the right HubSpot API calls.

Example Automations

Schedule recurring HubSpot workflows that run 24/7:

• Every morning, send a Slack summary of deals closing this week
• Weekly: generate a pipeline report PDF and email to the sales director
• Daily: check for contacts without assigned owners and alert the sales manager

Automations run without human intervention. Set them once and they execute on schedule until you stop them.

Why Native Integration Matters

Pokee connects directly to HubSpot's API. No middleman, no extra cost, no fragile browser scripts.

Combining HubSpot with Other Tools

Pokee's power comes from chaining integrations:

• HubSpot + Gmail: Trigger emails based on HubSpot data
• HubSpot + Slack: Get notifications in Slack when HubSpot data changes
• HubSpot + Google Sheets: Sync HubSpot data to spreadsheets for reporting
• HubSpot + PDF generation: Create reports from HubSpot data as professional PDFs

Tell Pokee what you need across any combination of 90+ tools. It handles the orchestration.

Frequently Asked Questions

Does Pokee integrate with HubSpot?

Yes. Pokee has a native HubSpot integration that connects directly through HubSpot's API. One-click OAuth setup, no middleware required.

What can Pokee do with HubSpot?

Pokee can manage contacts, deals, companies, tickets, and automate your entire HubSpot CRM workflow through natural language.

Can I automate HubSpot tasks on a schedule?

Yes. Pokee supports cron-based scheduling. Set up daily, weekly, or custom schedules for any HubSpot workflow that runs 24/7 without human intervention.

Is the HubSpot integration included in Pokee's free plan?

Yes. All 90+ integrations are available on every Pokee plan, including the free tier (500 credits/month).