> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ryvo.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect HubSpot

> Connect your HubSpot so your agent can find contacts, create them, open deals and leave notes while it talks.

Connecting HubSpot means every conversation is logged where your team already works. Your agent recognizes the caller, creates whoever is new, opens the deal when there is buying intent and leaves a note about what was agreed.

The practical result: nobody has to type up the call afterwards, and follow-up starts with context instead of a blank record.

## What you need first

* A **HubSpot** account with permission to create and edit contacts and deals.
* The **Starter** plan or higher in Ryvo, with the Engine module active.
* If your HubSpot has several accounts, be clear about which one your agent should write to: the authorization applies to one.

## How to connect it

<Steps>
  <Step title="Open Settings › Integrations">
    In the portal, go to **Settings** and then **Integrations**. Find the **HubSpot** card.
  </Step>

  <Step title="Click Connect app">
    HubSpot's authorization screen opens in a new window. Meanwhile the card shows **In progress**.
  </Step>

  <Step title="Pick the account and authorize">
    Select the HubSpot account your agent should write to and accept the permissions.
  </Step>

  <Step title="Come back to Ryvo">
    You land back on the Integrations screen on your own and the card turns to **Connected**. HubSpot asks nothing else.
  </Step>
</Steps>

## What your agent can do once it is connected

| Action             | What it does in the conversation                                                                             |
| ------------------ | ------------------------------------------------------------------------------------------------------------ |
| **Find contact**   | Looks the person up by email, phone or name. It is the first thing it does, so it does not duplicate anyone. |
| **Create contact** | Creates the person when the search comes back empty.                                                         |
| **Update contact** | Corrects or completes details of a contact it already located.                                               |
| **Create deal**    | Opens a deal in the pipeline when there is real buying intent, associated with the contact.                  |
| **Leave note**     | Saves what matters from the conversation, so whoever follows up knows what happened.                         |

Actions are not on by default. Open the integration with **View actions** and turn on the ones you want in the [**Tools**](/guides/agents/tools) section of each agent's builder, with a cap of **10 integration actions per agent**.

## What to do if something fails

| What you see                                          | What happened                                                                         | What to do                                                                                            |
| ----------------------------------------------------- | ------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------- |
| The card is stuck on **In progress**                  | You closed the HubSpot window before finishing                                        | Click **Check again**. If nothing changes, click **Connect app** again and complete the authorization |
| **The account stopped responding. Connect it again.** | Someone uninstalled the app from HubSpot, or the user who authorized lost permissions | Click **Reconnect** and authorize with a user who can create contacts and deals                       |
| Duplicate contacts show up                            | The **Find contact** action is off, so the agent creates without searching first      | Turn it on in the builder, **Tools** section, alongside **Create contact**                            |