Connect HubSpot and other business tools

HubSpot is connected the same way as the other connectors in the reviewed catalog (Notion, Slack, Stripe, GitHub and more).

1. On the employee’s profile, under “Integrations and accounts”, go to Connectors (MCP).
2. Pick HubSpot and press “Connect”.
3. Choose Read only or Read and act and the account it uses. Keys go into the company vault.

For a sales employee, “Read only” is a good start: it can read contacts and deals and prepare notes, and you decide when it may update records.

When it needs an account of its own

If an employee needs an account in a service, it can sign itself up from its computer. Under “Its accounts in other services”, pick the service and press “Create account”.

• It first tries to be invited, or to sign in with Google or Microsoft. Otherwise it uses its own email and a new password that goes into the vault.
• If the service sends a code, the employee receives it. If it asks to prove it is human, the request lands in your Inbox: tap where you would click and it continues.
• It always picks the free plan, and an account it proposes itself waits for your approval unless you chose Full autonomy.