Kipwise Agent for HubSpot
Ask in Slack, act in HubSpot. Every lookup and every change runs as you, and every record in the reply links straight back to HubSpot.
Free trial on install: $2 of AI credit for 7 days on the fast model, or $10 for 14 days with all models on a paid Slack plan or for existing Kipwise customers.
How the HubSpot Slack integration works
Kipwise Agent is a Slack app. HubSpot is connected per person, from inside Slack, so the agent only ever does what you could do yourself in HubSpot.
- Install Kipwise Agent in your Slack workspace from kipwise.com/auth/agent/install.
- Ask the agent something about HubSpot in any channel or DM, for example @Kipwise Agent which deals are open with Acme?
- Click “Connect HubSpot” in the agent’s reply. HubSpot shows the standard consent screen; pick the HubSpot account and approve. The link is personal to you and expires in five minutes.
- Done. The agent finishes your request straight away. Teammates connect their own HubSpot login the same way; nobody shares a token.
What you can ask
- Find and read contacts, companies, deals and tickets: “who owns the Acme deal and what stage is it in?”
- Create and update records (CRM data entry from Slack): “add Ada Lovelace at Analytical Engines as a contact and open a $1,200 pilot deal”
- Move deals through your pipeline by stage name, assign owners, set close dates.
- Log notes and create tasks on any record: “note on the Acme deal: kickoff done, send proposal by Monday”
- Delete a record you name explicitly. The agent confirms the exact record first, and HubSpot keeps it recoverable for 90 days.
Every person, company, deal or ticket in a reply is shown by name and linked to the real HubSpot record, never as a raw id. Owners and pipeline stages are shown by their names.
Permissions and data
- The agent asks HubSpot for: contacts, companies, deals and tickets (read and write) and owners (read). Nothing else.
- Access tokens are stored encrypted and used only while answering your request. HubSpot enforces your own user permissions on every call.
- To disconnect, ask Kipwise Agent in Slack to “disconnect my HubSpot”. It deletes the access it stored and revokes it in HubSpot. You can also remove Kipwise Agent in HubSpot under Settings → Integrations → Connected apps.
Support
Questions or problems: [email protected] or the Kipwise help center. See also our privacy policy and terms of service.