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HubSpot

Last updated: May 6, 2026

Connect HubSpot to let Aissist work inside inbox-based conversation workflows.

With HubSpot, Aissist can:

  • draft or send replies

  • apply tags

  • create summaries

  • detect when human follow-up is needed

Create the HubSpot gateway

  1. Go to Deploy → Gateways.

  2. Click Add Gateway.

  3. Choose HubSpot.

  4. Follow the setup steps to authorize the connection.

How HubSpot routing works

HubSpot gateways use inboxes as the managing point.

This lets you control which inboxes Aissist should handle.

Start with one inbox or one narrow workflow before expanding to broader coverage.

See Deploy Gateway for managing point setup.

Choose the operating mode

During setup, choose the operating mode:

  • Auto-Pilot — Aissist replies automatically

Start with one narrow workflow.

Run Auto-Pilot for a short period, review the results, optimize Aissist, then gradually increase Auto-Pilot time.

How Aissist works in HubSpot

Aissist can support the HubSpot workflow in several ways.

Reply

Aissist generates context-aware replies using your instructions, assets, and actions.

Tag

Aissist can apply tags automatically to help categorize conversations and trigger follow-up rules.

Summary and handoff

Aissist can summarize the conversation and detect when a human should take over.

Best practice

Start with one inbox and one repeatable workflow.

Run Auto-Pilot for a short period, review the results, optimize Aissist, then gradually increase Auto-Pilot time.

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