App Connector · CRM & support
HubSpot
Contacts, deals, and tickets handled from chat.
Manage contacts, companies, deals, and tickets.
What you can do
A connector lets the assistant use an app or tool for you. Once connected, ask it to work with HubSpot.
Read customer records
Contacts, companies, deals, and tickets, on demand.
Keep it current
Create and update records as the conversation goes.
Things you can ask
Type these in chat once the connector is on.
What you need
Create a private app in your HubSpot account, choose which customer records it may access, and copy its connection key into Plexon.
Setup details
Create a private app in HubSpot (under Development, then Legacy apps), choose its CRM scopes, and paste the token.
Plexon encrypts saved passwords and connection keys on your computer.
When a task uses an online app, that app receives the request. Its results may also be sent to the AI service handling your chat. You can turn the connector on for one workspace and leave it off for another.
More in CRM & support
Connectors stack: turn on several and the assistant moves work between them.
SalesforceFind sales opportunities, update customer records, and check which leads need a follow-up.
GoHighLevelManage contacts, conversations, appointments, sales opportunities, and payments for one GoHighLevel sub-account.
TwentyManage companies, contacts, deals, notes, and tasks in your Twenty customer records.
ZendeskSearch, create, and update support tickets.
IntercomSearch conversations and contacts.
MailchimpManage audiences, campaigns, and email automations.Connect HubSpot to Plexon
Install Plexon, open Apps, and follow the setup steps for HubSpot. Then describe what you want to do in chat.