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Set up for yourself

Needs the Pro, Team, or Enterprise plan. Your own connection works in Ask Jamie, Sidekick, briefings, and your own workflows.

In HubSpot

Nothing to prepare. You sign in with your own HubSpot login.

In Jamie

  1. Open Settings → Agent → Connectors
  2. Find HubSpot and click Connect
  3. In the popup, sign in to HubSpot and approve access
Jamie sees only what your HubSpot account can see. Everything Jamie logs in HubSpot shows as yours.

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Set up for the workspace (admins only)

Needs the Team or Enterprise plan. Only workspace workflows use this connection. Jamie signs in with the access token of a HubSpot private app.

In HubSpot

  1. Sign in as a super admin
  2. Go to Development → Legacy apps, click Create legacy app, and choose Private. See HubSpot’s guide to private apps
  3. Create the app only for Jamie. Don’t reuse an app that other tools share
  4. Give the app the scopes below. Scopes are HubSpot’s name for permissions
  5. Copy the app’s access token
  • crm.objects.contacts.read
  • crm.objects.contacts.write
  • crm.objects.companies.read
  • crm.objects.companies.write
  • crm.objects.deals.read
  • crm.objects.deals.write
  • crm.objects.owners.read
  • crm.schemas.contacts.read
  • crm.schemas.companies.read
  • crm.schemas.deals.read
  • files.read
  • files.ui_hidden.read
  • files.write

In Jamie

  1. Open Settings → Agent → Connectors and select HubSpot
  2. Under Workspace connection, click Add service account key
  3. Paste the token and click Save HubSpot key
Workspace workflows act as the private app, not as the person in the meeting. When Jamie logs a meeting, it sets the HubSpot owner to the person whose meeting it was.

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What Jamie can do

Jamie can:
  • Find contacts, companies, and deals, and read their details
  • Log a meeting on a deal, contact, or company, with the summary and action items
  • Update a deal, such as its stage or close date
Jamie can do more than this list. It can’t delete anything in HubSpot. Try asking: “Log this meeting on the Acme deal in HubSpot”

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Disconnect

  • Your own connection. Open HubSpot in Settings → Agent → Connectors and click Disconnect.
  • The workspace connection. Under Workspace connection, click Disconnect. Workspace workflows that use HubSpot pause. They start again when a workspace admin connects HubSpot again.
Last modified on October 30, 2026