CRM Integration

How to Automate HubSpot with AI

Connect Carly to HubSpot to create contacts, update deals, log activities, and keep your CRM current — just by emailing or texting Carly.

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What Carly can do with HubSpot

Add contacts after meetings

Just met someone new? Email Carly their name and details and she'll create the contact in HubSpot, associate them with the right company, and enrich their profile.

Update deals without opening HubSpot

After a call, email Carly to move a deal to the next stage, update the amount, or add notes. She handles it in HubSpot so you never have to click through menus.

Log meetings and calls

Tell Carly to log a completed call or meeting in HubSpot with your notes and next steps. No more forgetting to update your CRM after every conversation.

Get pipeline updates on demand

Ask Carly "what's my pipeline look like?" and she'll pull your open deals, stages, and amounts from HubSpot and send you a summary.

See it in action

Mail

Update Acme Corp in HubSpot 2 messages

You 3:45 PM

To: Carly

Carly, add a note to the Acme Corp deal in HubSpot — demo went well, they want to see pricing by Friday. Move it to "Proposal" stage.

Carly 3:46 PM

To: You

Done! I've updated the Acme Corp deal in HubSpot: • Stage → Proposal • Added note about the demo and pricing request • Logged today's call as a meeting activity Want me to set a reminder to send pricing by Thursday?

How to connect HubSpot to Carly

Sign up for Carly

Create your free account in under 2 minutes. No credit card required.

Connect HubSpot

Authorize the HubSpot integration from your Carly dashboard. One click, and you're connected.

Start giving instructions

Email or text Carly with what you need done in HubSpot. She handles the rest.

Automate HubSpot in 2 minutes

No complex setup. No code. Just tell Carly what you need.

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Frequently asked questions

How does Carly connect to HubSpot?

Go to your Carly dashboard, click Connect next to HubSpot, and sign in. That's it — Carly can then create contacts, update deals, log activities, and read your pipeline data.

Can Carly create HubSpot tasks and reminders?

Yes. You can ask Carly to create tasks in HubSpot with due dates, assignees, and associations to specific contacts or deals.

Does Carly work with HubSpot free and paid plans?

Carly works with all HubSpot plans, including the free CRM. Some advanced features like custom properties and workflow triggers may require a paid HubSpot plan.

Can Carly pull reports from HubSpot?

Yes. You can ask Carly for a summary of your pipeline, deal stages, or recent activities, and she'll pull the data from HubSpot and send it to you.

Will Carly duplicate contacts in HubSpot?

Carly checks for existing contacts before creating new ones. If a matching email address exists, she'll update the existing record instead of creating a duplicate.

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