App Connector · CRM & support
HubSpot
Contacts, deals, and tickets handled from chat.
Manage contacts, companies, deals, and tickets.
What you can do
Turn the connector on with your own account and the assistant works inside HubSpot.
Read the CRM
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.
How you sign in
Create a private app in HubSpot settings, choose its CRM scopes, and paste the token.
Whatever the method, you do it once. Credentials are encrypted and stay on your machine; the Plexon server never sees them. Activation is per workspace, so the connector can be on for one project and off for another.
More in CRM & support
Connectors stack: turn on several and the assistant moves work between them.
Connect HubSpot to Plexon
Install Plexon, open the Apps view, and turn on HubSpot, then sign in once. From then on you just ask.