HubSpot
Your customers ask about their accounts, orders, and support tickets. Your AI agent queries HubSpot in real time, creating contacts from new leads, updating deal stages, resolving ticket inquiries, and keeping your CRM current, all without your team touching the database.
From contact creation to deal updates and ticket searches, your agent operates across every HubSpot object type during live customer conversations.
HubSpot
See how sales and support teams use AI agents to keep HubSpot updated, qualify leads, and resolve customer inquiries through live conversations instead of manual CRM work.
A visitor lands on your pricing page at 11 PM and starts chatting. Your AI Agent asks qualification questions about team size, use case, and budget. Based on the answers, it creates a HubSpot contact with the correct lifecycle stage and lead source, creates a deal in the right pipeline, and assigns it to the appropriate sales rep. Your rep wakes up to a qualified opportunity with full context.
A customer messages asking about a billing discrepancy. Your AI Agent searches HubSpot contacts by email, retrieves their recent tickets and deal history, and identifies the billing issue. If it can resolve the question from existing data, it responds immediately. If not, it creates a new HubSpot ticket with the full conversation context and routes it to the billing team. The customer gets answers faster, and agents get pre-qualified tickets.
A VP of Sales messages the agent on their phone asking for a pipeline snapshot. Your AI Agent searches HubSpot deals by stage and owner, calculates totals for each pipeline stage, and delivers a formatted summary with deal counts and weighted values. The VP makes data-driven decisions during a commute. No login, no spreadsheet, no waiting for a report.
HubSpot
FAQs
The agent uses HubSpot's CRM v3 API to create objects. For contacts, it sends a POST request with properties like email, name, company, phone, and lifecycle stage. For deals, it includes deal name, amount, stage, and pipeline. The agent can also create associations between contacts, companies, and deals in the same flow.
Yes. The agent uses HubSpot's search endpoints for contacts, companies, deals, tickets, products, and custom objects. It can filter by any property, combine multiple criteria, and return specific fields. This enables precise lookups like 'find all open deals over $50K in the enterprise pipeline.'
Tars connects via OAuth and requests scopes for contacts, companies, deals, tickets, products, and owners based on what you enable. Read access lets the agent search and retrieve records. Write access enables creation and updates. You authorize specific scopes during setup and can revoke access anytime from your HubSpot account.
No. Tars queries HubSpot in real time during conversations. Contact details, deal information, and ticket data are fetched live and used only to respond to the current interaction. No CRM data is cached or stored on Tars servers. Your data stays in HubSpot.
Yes. The agent can retrieve all pipelines for any object type, list stages within each pipeline, and move deals between stages. It can also audit pipeline changes over time. This means qualification, proposal, and closing stages get updated automatically during customer conversations.
HubSpot's chatbot works within HubSpot's ecosystem. Tars AI Agents connect to 600+ tools beyond HubSpot, so your agent can simultaneously update a HubSpot deal, send a Slack notification, and check inventory in Shopify during a single conversation. Tars also deploys across WhatsApp, SMS, and any web property.
Yes. The agent can merge two contacts, companies, deals, tickets, or products of the same type using HubSpot's merge endpoint. You specify the primary record to keep and the secondary record to merge in. This helps maintain CRM hygiene directly through conversation.
Yes. The agent can read and write to custom objects and custom properties through HubSpot's CRM API. It can also create new custom properties, retrieve object schemas, and search custom objects by property values. Your unique CRM data model is fully supported.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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