HubSpot
HubSpot is a customer relationship management (CRM) platform with software for marketing, sales, customer service, and content management. Companies use it to keep contacts, companies, deals, and support tickets in one shared database and to run campaigns, emails, and websites on top of it.
Before a customer call, see a company's contacts, open deals, tickets, and recent activity in one summary. Afterward, move the deal forward, log a note, or update the record in HubSpot from the same conversation. The HubSpot integration lets sales, service, and marketing teams look up, analyze, and update CRM data from Omnifact. Users sign in with their own HubSpot account and only see and change records they have access to in HubSpot.
- Provided by
- HubSpot
- Category
- Sales & Service
- Access
- Users sign in with their own HubSpot account and only see resources they have access to.
- Connects to
- https://mcp.hubspot.com
- Product website
- hubspot.com
What you can do
Look up records
Find contacts, companies, deals, tickets, and leads and see how they are connected, for example to prepare for a customer call.
Analyze CRM data
Ask questions across your CRM, such as how many deals closed this quarter or which tickets are still open, and get counts, totals, and lists.
Create and update records
Add new records, move a deal to the next stage, update contact details, or edit a ticket after a call.
Log activities
Read and record calls, emails, meetings, notes, and tasks on a record.
Build segments
Create segments and add or remove records, for example to prepare a list for an outreach campaign.
Manage properties and pipelines
Look up the fields on your CRM objects, create custom properties, and set up pipelines and their stages.
Review customer conversations
Search messages and threads from your HubSpot inboxes to see what a customer has already asked.
Plan marketing work
Review campaign data and attribution, check marketing email and content performance, and draft marketing emails and landing pages.
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All integrations
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What to know before
using HubSpot with Omnifact
Use cases, setup, and permissions when your team connects HubSpot to Omnifact.
How can I prepare for a customer call with HubSpot and Omnifact?
Ask Omnifact for a briefing on the company, and it brings the contacts, open deals, support tickets, and recent calls, emails, and notes from HubSpot together in one summary. A sales rep reviews a renewal's history in a minute, and an account manager sees what the customer already asked support, without clicking through records.
Can Omnifact update HubSpot deals and log notes after a call?
Yes. After a call, ask Omnifact to log a note, create a follow-up task, update contact details, or move a deal to the next stage. You can also ask how many deals closed this quarter or how the pipeline looks by stage. Every change waits for your confirmation in the chat by default, and admins decide which actions are allowed.
How does Omnifact help with HubSpot tickets and customer conversations?
Omnifact lists the open tickets for a key account, shows how they connect to the company's deals and contacts, and searches your HubSpot inboxes to see what a customer already asked. A support lead prepares an escalation or a handover note in one conversation instead of piecing it together from several screens.
What can Omnifact do with HubSpot marketing data?
Omnifact reviews campaign results and attribution, checks how marketing emails and content perform, and builds segments, for example a contact list for an outreach campaign. You get answers in a conversation instead of clicking through reports. The marketing features available follow your HubSpot subscription and permissions.
Which HubSpot records can Omnifact see?
Exactly what you can already see in HubSpot. Everyone signs in with their own HubSpot account, so a sales rep gets the contacts, companies, deals, and tickets they are permitted to see, and Omnifact never works through a shared admin account. Anyone can disconnect their HubSpot account again at any time.
How does Omnifact handle HubSpot CRM data?
Your HubSpot content stays in HubSpot under your agreement with HubSpot. Omnifact reads contacts, deals, and tickets live when a request needs them, instead of copying or indexing your CRM in advance, and what it reads becomes part of that conversation. Omnifact is operated in Germany, business data is not used to train the connected AI models, and admins can limit Omnifact to European or Europe-hosted models.
How do I connect HubSpot to Omnifact?
Your IT team first sets up a one-time connection in HubSpot. An Omnifact admin then adds HubSpot once for the whole organization, and everyone signs in with their own HubSpot account. From then on, HubSpot is available in every Omnifact conversation.
Ready to automate work across your tools with Omnifact?
Connect HubSpot and the other tools your team already uses, and let Omnifact look up information and take care of everyday tasks.