HubSpot
The agent finds the caller in HubSpot, reads and updates contacts and deals during the call; your pipelines show in the HANC CRM.
Connect HubSpot and your agent works with it during the call: it recognises the caller by phone, sees their deal stage and updates contacts and deals from the conversation. Your HubSpot pipelines also appear in the HANC CRM.
HubSpot works on every plan. You don't need it to use the CRM in HANC — it is for teams that already live in HubSpot.
Connect HubSpot
- Open the HubSpot tile
Integrations → Apps → CRM → HubSpot CRM → Connect HubSpot.
- Authorise HANC in HubSpot
Sign in to HubSpot and allow access for your HubSpot account.
- Choose the pipelines
Pick which pipelines appear in CRM → Pipeline and on which ones the agent may move deals. The others stay read-only.
- Give the agent the tool
Open the agent → Actions → Add Tool → CRM & services → HubSpot CRM. Under Capabilities, tick what the agent may do:
Capability What the agent can do Read CRM records Find contacts, companies and deals; see the deal stage Create & update records Create a contact, update fields, move a deal Owners & team info See who owns a contact or deal Marketing campaigns See campaign analytics, assets and attributed contacts In a workflow, use an Integration step instead.
Use cases
- Recognise customers — the agent greets a known caller and knows the open deal.
- Log the call — a new lead becomes a contact with the call's notes.
- Move the deal — the customer confirmed the offer → the next stage.