Hubspot AI Manager - Automate your CRM!

Description

Video Introduction

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What This Workflow Does

This workflow creates an intelligent AI assistant that manages your HubSpot contacts through natural conversation. Instead of manually navigating the HubSpot interface, you can simply chat with the agent to search for contacts by email or company name, add new leads, or update existing records. The AI automatically determines which action to take based on your chat input and can handle multiple operations in a single conversation.

Key Features

Natural language contact search**: Find contacts by email address or company name using conversational commands
Smart contact creation**: Add new contacts by providing details in natural language—the AI extracts email, name, and company information automatically
Duplicate prevention**: Uses HubSpot's ""create or update"" functionality to prevent duplicate entries
Conversation memory**: Remembers context from previous messages in the same chat session
Multi-tool intelligence**: The AI agent automatically selects the appropriate tool based on your request

Common Use Cases

Quickly add leads captured from conversations, emails, or meetings without opening HubSpot
Search for contact information during calls or meetings
Update contact details through simple chat commands
Bulk contact lookups by company for account research
Enable non-technical team members to manage CRM data through conversation

Setup Instructions

HubSpot Configuration:

Create a developer account at developers.hubspot.com using your existing HubSpot login
Navigate to Legacy Apps in the left-hand menu and create a new private app
Give your app a name and move to the Scopes tab
Add the following permissions:
crm.objects.contacts.read
crm.objects.contacts.write
Click Create app
In the Auth tab, reveal and copy your Access token
In n8n, create a new HubSpot credential using APP Token as the connection method and paste your token

OpenAI Configuration:

Ensure you have an OpenAI API account with valid credentials configured in n8n
The workflow uses GPT-5.2 by default, but you can select any compatible OpenAI model based on your needs and budget

Configuration Notes

The workflow includes three HubSpot tools that the AI can use:
Search contacts by email address
Search contacts by company name
Create or update a contact

All contact properties (email, first name, last name, company name) are set to be automatically defined by the AI model based on your chat input. The agent intelligently chooses which tool to use based on your request—no need to specify which action you want.