Run your HubSpot CRM from WhatsApp — deals, contacts, and pipeline in one thread
HubSpot is one of the most widely used CRM platforms, supporting sales, marketing, and customer success teams at over 200,000 companies. The LunoGen HubSpot integration connects your AI agent to the HubSpot CRM v3 API so it can read and write contacts, companies, deals, tickets, and engagements — all from WhatsApp messages, inbound webhooks, or scheduled jobs.
Sales reps hate updating the CRM. Deals stall because no one logs the last call, leads go cold because follow-ups fall through the cracks, and founders fly blind because the pipeline is always out of date. With an AI agent in WhatsApp, your team can update deals by simply texting 'moved Acme to negotiation', log every WhatsApp conversation as a CRM note automatically, and get a pipeline snapshot any time they want without opening HubSpot.
In your HubSpot account, go to Settings → Integrations → Private Apps → Create a private app. Name it 'LunoGen Agent'.
Under Scopes, enable: crm.objects.contacts.read/write, crm.objects.companies.read/write, crm.objects.deals.read/write, crm.objects.tickets.read/write, and crm.schemas.*.read.
Once created, copy the private app access token from the Auth tab.
Open LunoGen → Credentials → New → HubSpot and paste the access token along with your HubSpot portal ID.
To receive HubSpot events in LunoGen, add your LunoGen webhook URL as a webhook action inside any HubSpot workflow (e.g. 'Deal stage changed to Closed Won').
Every time a HubSpot deal moves to Closed Won, the agent posts a celebration message with deal amount, rep, and account details to your team's WhatsApp channel.
Deal just moved to Closed Won. Pulling the details from HubSpot...
Reps update deal stages, amounts, next steps, and close dates by messaging the agent in plain English — no more excuses for a messy pipeline.
Move the Northwind deal to Negotiation, bump the amount to $62k, and set the close date to end of May
Finding the Northwind deal in HubSpot...
When a new contact is created in HubSpot, the agent pulls company data, firmographics, and recent news from public sources and writes it back to the contact and company record.
New HubSpot contact: Maya Chen (maya@brightloop.co). Enriching...
Every Monday at 8 AM, the agent pulls the current HubSpot pipeline, highlights movement since last week, flags stuck deals, and delivers a founder-friendly summary to WhatsApp.
Pulling this week's HubSpot pipeline...
Every customer or prospect conversation that happens in WhatsApp is automatically logged to the matching HubSpot contact as a note engagement — no more untracked conversations.
Conversation wrapped up. Matching to a HubSpot contact...
Create new contacts, update properties, or merge duplicates by messaging the agent. No more tab switching between WhatsApp and HubSpot.
Create a HubSpot contact for Sam Patel from Lumen Robotics, sam@lumen-robotics.com, VP Engineering. Associate with a new deal 'Lumen Q3 Pilot' at $35k, stage Discovery.
Creating contact and deal in HubSpot...
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Spin up an AI agent in under 2 minutes, plug in your HubSpot credentials, and start running your workflows from WhatsApp.