HubSpot setup guide

Sim connects your HubSpot CRM to AI workflows. Once connected, your workflows can:

• Read and write CRM records — create, look up, search, and update contacts, companies, deals, and tickets from any workflow.
• React to CRM changes — start a workflow when a contact, company, deal, or ticket is created or updated in HubSpot.
• Combine HubSpot with AI steps — enrich a new contact with an Agent block, route deals with a Condition, or sync records into Tables.

This guide covers installing the integration, connecting a HubSpot account, configuring it in a workflow, and disconnecting or uninstalling it.

Before you begin

You need:

• A Sim account and a workspace where you have Write or Admin permission.
• A HubSpot account. To grant the requested scopes, your HubSpot user needs permission to install apps (typically a super admin).

Install the app and connect HubSpot

1. Log in to Sim, open your workspace, and click Integrations in the sidebar.
2. Search for HubSpot and open it.

3. The HubSpot page lists its skills and templates. Click + Add to Sim in the top right.

4. In the Connect HubSpot dialog, enter a Display name for the connection (for example "Sales HubSpot"), review the permissions requested, and click Connect.

5. You are redirected to HubSpot. Sign in, then choose the HubSpot account you want to connect.

6. Review the requested scopes on HubSpot's approval screen and click Connect app.

7. You are returned to Sim. The connection appears under Connected on the Integrations page.

You can connect more than one HubSpot account — for example, separate sales and support portals — and choose per workflow which one to use.

Configure the app in a workflow

The fastest start is from the HubSpot page itself: its skills (like upsert-contact, create-deal-for-account, or triage-support-ticket) and templates add ready-made HubSpot capabilities to your workspace with one click.

For your own workflows, the integration runs through the HubSpot block.

1. Open a workflow in the editor and add a HubSpot block.
2. In the block's Account field, select the HubSpot connection you created.
3. Pick an Operation — for example Create Contact, Search Deals, Update Ticket, or List Companies.
4. Fill in the operation's fields. Reference outputs from earlier blocks with connection tags, like <agent.content> or <start.input>.

The full list of operations, with every input and output, is on the HubSpot integration reference.

Start workflows from HubSpot events

The HubSpot block can also act as a trigger. Toggle Use as Trigger, select the connection, and choose which events to watch — contacts, companies, deals, or tickets, created or updated. Sim polls HubSpot for changes and runs the workflow once per changed record, with the record's fields available to downstream blocks.

Triggers run against your workflow's active deployment, so deploy the workflow to activate them.

Use the app

Once configured, the integration runs automatically:

• Workflow actions run whenever the workflow runs — manually from the editor, on a schedule, from an API call, or from a chat.
• Triggers run on their own: when a watched record changes in HubSpot, the workflow starts with that record as input.

Every run is recorded in Logs, block by block, so you can verify exactly what was read from or written to HubSpot.

Disconnect HubSpot from Sim

1. In Sim, click Integrations in the sidebar.
2. Under Connected, open your HubSpot connection.
3. Click Disconnect, and confirm.

Disconnecting deletes the stored OAuth tokens. To use HubSpot again later, reconnect and update your workflows to use the new connection.

Uninstall the app from HubSpot

You can also remove Sim from the HubSpot side, which revokes its access entirely:

1. In HubSpot, go to Settings → Integrations → Connected apps.
2. Find Sim and choose Uninstall.

See HubSpot's guide to connecting and uninstalling apps for details. Uninstalling revokes Sim's tokens, so connected workflows fail at the HubSpot block until you reinstall and reconnect. Your HubSpot data itself is not changed or deleted.

Troubleshooting

• A HubSpot block fails with an authorization error. The connection may have been disconnected or its token revoked. Open Integrations in the sidebar, check the connection, and reconnect it.
• A trigger isn't firing. Confirm the workflow is deployed, and check Logs for recent runs.
• You manage multiple portals. Connect each HubSpot account separately and pick the right connection per block.

Need help? Contact [email protected].