HubSpot integration
Your team lives in HubSpot. Your agent should know what they know.
Contacts, companies and deals come into Smoo as they change in HubSpot, so Smooth Operator and your agents work from the same records your sales team does. Field rules decide which side wins, field by field.
Free to connect. Disconnect any time; you approve every write.
What syncs today
- Contacts, companies and dealsHubSpot → Smoo
- Pipeline stagesHubSpot → Smoo
- Field rulesBoth ways
- Writing backSmoo → HubSpot
Ask about a deal that moved. Act on it in Smoo.
A replay of Smooth Operator reading a deal that changed in HubSpot this morning, then setting a reminder, with your yes. The reminder stays in Smoo.
What moves, and which way. And what doesn’t, yet.
Sign in with HubSpot (read-only or full access). Changes arrive by webhook, checked against HubSpot’s signature. Import your existing records once from the CRM import page, stages included.
What syncs
- Contacts, companies and dealsHubSpot → Smoo
Creates and property changes arrive as they happen; deletes unlink, merges merge.
- Pipeline stagesHubSpot → Smoo
Stage changes arrive with the deal and can start a Smoo workflow.
- Field rulesBoth ways
Per field: HubSpot wins, Smoo wins, both, or ignore.
- Writing backSmoo → HubSpot
Off by default. On full access, and once we enable it for your org, Smoo can create and update contacts, companies, deals, notes, calls, tasks and tickets in HubSpot.
Not yet
- The agent doesn’t look up HubSpot mid-conversation: it works from what has synced.
- Tags stay in Smoo.
- No automatic catch-up sync on connect: run the import once.
We list these so you don’t find out after you connect.
Every tool has an off switch.
Org admins choose exactly what it may touch — turn off email sending and it can never send mail, for anyone.
It asks before it acts.
Outbound email, CRM writes, anything consequential — it drafts, you approve, edit, or decline. Nothing happens without your say.
Your team is one tap away.
Complex or sensitive conversations hand off to a person with the full history attached — escalation is a feature, not a failure.
Everything is on the record.
Every action it takes lands in the audit log with who, what, and when — review it any time.
Smooth Operator — allowed tools
Org admin · applies to every conversation
Answer from the knowledge base
Update CRM contacts & deals
Requires your approval before it runs
Send email
Requires your approval before it runs
Publish to social
Requires your approval before it runs
Activity log
Drafted follow-up to Aisha Patel · waiting on your approval · 2m ago
Escalated billing question to Sam · full history attached · 1h ago
Fair questions
Fair questions. Straight answers.
Will Smoo overwrite my HubSpot data?
Not by default. Writing back to HubSpot is off until you connect with full access and we enable it for your org, entity by entity. Field rules then decide which side wins for each field.
How do I get my existing records in?
Run the HubSpot import from the CRM import page once. After that, changes arrive on their own.
Will this replace my team?
No. Smooth Operator does the follow-through your people never get to: looking things up, drafting, logging, chasing. Your team keeps the judgment calls. Every send and every change waits for a person to say yes, and anything you mark as a human decision goes to a human.
How is this different from ChatGPT?
ChatGPT helps you think. Smooth Operator does the work, inside your business: it reads your inbox, your CRM and your queue, and acts with the tools you have switched on. Your data is never sold and never used to train models.
Connect HubSpot in a few minutes. Approve everything it writes.
Sign up, open Integrations, and connect. Read-only is always an option, and you can disconnect from the same card.