Use HubSpot with AI
Connect nowKeep contacts, deals and notes up to date.
CRM & pipeline
Using HubSpot in an agency
HubSpot is a general CRM. Agencies use it when they have outgrown a spreadsheet and are not on a specialist agency system. Contacts, deals and notes are the objects that matter. An enquiry becomes a contact. A viewing note becomes a note on that contact. An offer becomes a deal stage only when you have agreed what the stages mean.
It will not feed Rightmove. If you also run Reapit, Alto or Street, do not make HubSpot a second system of record for the same property. Pick which one holds the price. KeyAccess can draft the email either way. It should write the CRM note once, on the system you chose.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadFind leads and contacts
- Update recordsAdd notes, tasks and updates
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Add today’s viewing feedback to the right buyers and create tomorrow’s follow-ups.”Ambiguous matches come to you for review.
- “Offer Maria those viewing times and add a follow-up to her lead.”Also needs: Email, Calendar, CRM. Each action needs its own account and result.
Before you connect
- Account you’ll need
- A HubSpot account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Connect with browser login
Use browser login for compatible tasks in your CRM. We’ll check what your assistant can do after you connect.
Questions
What account does HubSpot need?
A HubSpot account
Will a bot change HubSpot without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official HubSpot partner?
No. You connect an account you or your agency already have, through HubSpot’s own sign-in, where that connection is in the catalogue.