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Documentation Index

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The HubSpot integration syncs contacts between AgentWeb’s CRM and your HubSpot CRM. Changes in either system propagate to the other. Use this when HubSpot is your primary source of truth and you want Emma to operate on the same contact data.

Connect

1

Open Settings → Accounts

In the portal, go to Settings → Accounts and find the HubSpot card.
2

Click Connect

AgentWeb redirects you to HubSpot’s OAuth flow.
3

Pick the portal

If you have access to multiple HubSpot portals, pick the one to connect.
4

Authorize

Review the scopes HubSpot is granting and click Connect app. The card flips to Connected.

What gets synced

DirectionWhat syncs
HubSpot → AgentWebNew contacts and updates to existing contacts in selected HubSpot lists or segments.
AgentWeb → HubSpotNew leads added to an AgentWeb CRM list, status changes, and engagement events.
You configure which HubSpot lists sync into AgentWeb during the connection flow. AgentWeb writes new leads to a HubSpot list of your choice.

What Emma can do

  • Pull contact data from HubSpot into an AgentWeb CRM list for enrichment, ICP scoring, or outreach.
  • Push outreach activity (sends, opens, replies) back to HubSpot as engagement events.
  • Update contact properties in HubSpot based on Emma’s enrichment results.

Required HubSpot permissions

To connect, you need a HubSpot user with the following permissions in the portal:
  • Contacts: View, Edit
  • Lists: View
  • Marketing email: View (for engagement event writes)
For HubSpot Enterprise portals, an admin may need to install AgentWeb at the portal level before users can connect.

Disconnect

Click the HubSpot card in Settings → Accounts and choose Disconnect. Sync stops immediately. Previously-synced contacts remain in both systems — disconnecting doesn’t delete data. You can also revoke AgentWeb’s access from HubSpot directly at HubSpot → Settings → Integrations → Connected Apps.

Troubleshooting

Confirm the connected HubSpot user has Lists: View permission. AgentWeb only shows lists the user can read.
HubSpot syncs new contacts on its own schedule, not instantly. Most updates land within 5 minutes. If a contact isn’t appearing after 30 minutes, check the HubSpot list it should be in and confirm the contact is actually a member.
Confirm the connected user has Marketing email: View permission. Some HubSpot tiers require a higher permission level for writing engagement events.