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HubSpot + Memtro

Contacts, companies, deals and tickets, with the rest of the company's memory attached.

Search CRM records, read a record with its associations, pull notes, translate pipelines and owners. Contacts become people in memory linked to their companies, so every later question about a customer starts informed.

What you can do with HubSpot in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right HubSpot tool, reads what it needs, and answers with the source cited.

01

Briefed before the call

Ask for a brief on an account and get open deals, recent tickets, last emails and invoices in one answer, each cited to its system.

02

Pipeline questions

Which deals over 50k close this quarter and who owns them, answered from the CRM and remembered for the follow-up question.

  • Search contacts, companies, deals and tickets with free text and property filters
  • Get a record with its associated companies, contacts and deals
  • Read notes attached to a record, newest first
  • Pipelines, stages and owners for translating ids
  • Hourly sync of recently modified deals, companies and contacts

Ask it like this

Questions people ask once HubSpot is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

  • ›Brief me on BigCo before the 3pm renewal call
  • ›Which deals over £20k are stuck in negotiation?
  • ›Who owns the Acme account and when did we last speak?

Where it fits

Teams that get the most from HubSpot in Memtro, with the rest of their stack attached.

Better together

A record in HubSpot is rarely the whole story. Connect the systems that hold the rest and the agent cross-references them by default, then remembers what it learned so the next question starts further along.

Also in CRM and sales

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

How to connect

  1. 01Create a private app in HubSpot with read scopes for contacts, companies, deals, tickets, owners and notes
  2. 02Paste the access token on Dashboard → Connections → HubSpot, or use Sign in with HubSpot where configured
  3. 03Ask: 'brief me on BigCo' and see the record, notes and deals in one answer
Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The HubSpot tools are the same everywhere.

Clients and agents →

Questions

Can Memtro change anything in HubSpot?
No. The HubSpot connector is read-only: every tool reads, searches or lists. Nothing is created, sent, updated or deleted, and the credentials you give it should be read-only too.
Who can use a HubSpot connection?
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my HubSpot data?
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed HubSpot records into memory as entities.
How do I connect HubSpot?
Private app token or OAuth. Create a private app in HubSpot with read scopes for contacts, companies, deals, tickets, owners and notes.

Connect HubSpot in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.