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Connect Close to Hubspot
Automate Close and Hubspot with AI
Running Close and HubSpot side by side means the same contact gets logged twice and stages stop agreeing. Your Operator agent on OpenClaw matches leads across both CRMs, copies emails, owners, and deal stage when you approve a sync, and flags records where the two disagree before a handoff. Tell it to reconcile a segment and it lists the Close contacts whose HubSpot stage no longer matches, then updates the side you name.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Close and Hubspot
What your agent does in Close
Create Call
Creates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for contact_id, phone, duration, note, rec...
Create Lead
Creates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associate contacts with emails/phones/URLs,...
Create SMS Message
This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone number (local_phone) which must be an...
Create Task
This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags.
Delete Call
This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its unique call ID and cannot be undone.
Get Notes
This tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns details such as note content, creatio...
What your agent does in Hubspot
Add asset association
Associates an existing asset ('FORM', 'OBJECT_LIST', or 'EXTERNAL_WEB_URL') with a specified HubSpot marketing campaign.
Add token to event template
Adds a new custom data token to an existing event template for a specified HubSpot application, optionally populating a CRM object property if objectPropertyName is provided.
Archive batch of feedback submissions by id
Asynchronously archives a batch of HubSpot feedback submissions using their unique IDs, which must correspond to valid and existing submissions; the operation is queued, and submissions are moved from active views without being deleted.
Archive batch of line items by id
Archives a batch of existing line items by their unique IDs in HubSpot CRM; this operation is irreversible via the API.
Archive batch of objects by id
Archives a batch of existing, non-archived CRM objects of a specified `objectType` by their IDs, effectively hiding them from active use.
Archive batch of properties
Archives a batch of properties by their internal names for a specified HubSpot CRM object type; this operation is idempotent and safe to retry.
How it works
Tell the agent what you want to happen between Close and Hubspot, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Close, works out what to do, and runs the matching action in Hubspot without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Close and Hubspot
- How do I connect Close and Hubspot to Operator?
- You authorize Close and Hubspot once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Close and Hubspot?
- Tell it the job and it moves between Close and Hubspot as one task, choosing which actions to run on each side. There is nothing to map and no trigger to configure; you give instructions the way you would to a person.
- Can my agent keep Close and Hubspot in sync?
- Yes. It can watch Close and act in Hubspot, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Close and Hubspot integrations
Put your agent on Close and Hubspot
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
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