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Connecting Scout to HubSpot CRM lets agents read and write CRM data — looking up contacts, creating deals, updating properties — directly within workflows. After connecting, you can issue natural-language requests and the agent handles them without manual entry. Setup takes about five minutes through a HubSpot Private App.
If your team also uses Salesforce, connect it independently from the Salesforce integration page — an agent can use tools from both CRMs in the same workflow.

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What Your Agent Can Do

Available actions depend on the scopes you grant during setup.
  • Look up, create, and update contacts, companies, and deals
  • Search and filter records (for example, finding open deals over a threshold)
  • Create and manage tickets for support workflows
  • Read and update custom objects and properties
  • Access associations between records — contacts linked to a company, deals linked to a contact
  • Trigger and check automation workflows
  • Manage lists and list membership

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Prerequisites

  • A HubSpot account with admin access
  • A Scout workspace

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Getting Started

1

Create a HubSpot Private App

Log in to HubSpot, click the Settings (gear) icon in the top navigation, then go to Integrations → Private Apps in the left sidebar. Click Create private app and give it a recognizable name like “Scout CRM Integration” plus an optional description.
2

Configure app scopes

Under the Scopes tab, grant only the scopes you plan to use — you can update them later.Click Create app when finished.
3

Copy your access token

Copy the access token from the confirmation screen for the next step. Treat it like a password — anyone with this token can read and write your CRM data.
4

Connect to Scout

Go to studio.scoutos.com/integrations, find Enhanced HubSpot, and click Add Workspace. Paste your access token into the API key field and click Create Connection. A confirmation appears once connected.
5

Verify the connection

Open an agent, go to its Tools section, and enable the HubSpot integration for that agent. Then start a chat and try a prompt like:
If set up correctly, the agent returns real contact records.

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Best Practices

  • Least privilege — enable only the scopes you need. Skip write scopes for read-only agents.
  • Rotate tokens periodically — revoke and recreate the token if it’s ever exposed.
  • Use clear app names — distinguish multiple workspaces (e.g., “Scout Prod”, “Scout Staging”).
  • Review unused apps — private apps don’t expire, so clean up old ones you no longer use.

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Instruction Guardrails

CRM writes are consequential. A bad update can corrupt a record, create a duplicate, or overwrite data another rep entered. Add this block to your agent’s Instructions before enabling any write tools:

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Troubleshooting

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Next Steps

Salesforce

Connect Salesforce too — agents can use HubSpot and Salesforce tools in the same workflow.

Agents Overview

Learn how to use HubSpot tools with agents and workflows.

Integrations Overview

See the full integration stack and recommended connection order.

Slack

Route pipeline summaries and deal alerts to your team channels.