With the tools activated (section 5), your agent can look up and write to HubSpot while chatting. Two real conversation examples:
Note — Example — searching before creating
A customer writes over WhatsApp giving their email. The agent uses “Search contacts” to see whether a contact with that email already exists in HubSpot; if it doesn’t, it uses “Create a new contact in the CRM” with the data it already has from the conversation — it never duplicates an existing contact.
Note — Example — logging a deal
After confirming a customer’s interest in a proposal, the agent uses “Search sales opportunities” and, if it applies, “Add a note in the CRM” with a summary of what was discussed — your sales team sees the note in HubSpot without having to copy it by hand.
HubSpot doesn’t have its own piece in the flow builder today (unlike pieces such as “Email (read-only)”, Manual 61): its tools are available to any agent with access, within a normal conversation, not as a step in a multi-step flow.
Warning — The agent respects HubSpot’s limits for you
HubSpot limits how many requests it can receive per second. If that limit is ever reached, the agent tells the customer to try again in a moment — it never shows a technical error nor leaves the conversation unanswered.