Connect HubSpot and Salesforce CRM to WorkLLM

Reference contacts, deals, and pipeline records in AI chat, and let AI Agents update CRM data, log notes, and automate sales workflows.

WorkLLM integrates with HubSpot and Salesforce so your sales and revenue teams can bring CRM data into AI conversations and automate CRM workflows with AI Agents. Connect your CRM and you can reference contacts, deals, companies, and pipeline data in chat without switching tabs — and build Agents that keep your CRM records current, draft follow-ups, and surface insights from your pipeline automatically.

HubSpot

What the HubSpot integration enables

Connecting HubSpot gives WorkLLM access to your contacts, companies, deals, and activity history. In chat, you can ask questions about your pipeline and get answers grounded in real CRM data. AI Agents can update deal stages, log notes and calls, create tasks, and send sequences.

In chat:

• “What’s the current status of the Acme Corp deal?”
• “Show me all deals in the Proposal stage.”
• “What did we last discuss with Jordan at Meridian?”
• “Which deals have had no activity in the last 14 days?”

With AI Agents:

• Update a deal’s stage when a contract is signed
• Log a call note after a meeting is completed
• Create a follow-up task when a deal moves to negotiation
• Draft and enqueue a HubSpot sequence email for a new lead

Connecting HubSpot

1. Open Integrations

   Click Settings in the left sidebar, then select Integrations.

2. Find HubSpot

   Scroll to the CRM section and click Connect next to HubSpot.

3. Sign in to HubSpot

   You will be redirected to HubSpot’s OAuth authorization page. Sign in with your HubSpot account if prompted.

4. Select your HubSpot account

   If you have access to multiple HubSpot portals, select the one you want to connect.

5. Review and authorize

   HubSpot will display the permissions WorkLLM is requesting. Click Grant access to complete the connection.

6. Confirm the connection

   You are redirected back to WorkLLM. HubSpot will appear as Connected, showing the name of the connected portal.

HubSpot permissions

Permission	What it allows
Read CRM objects	View contacts, companies, deals, and associated activity
Write CRM objects	Update deal stages, contact properties, and company records
Log activity	Create notes, calls, and tasks associated with CRM records
Read pipelines	View deal pipelines, stages, and forecast data

---

Salesforce

What the Salesforce integration enables

Connecting Salesforce gives WorkLLM access to your opportunities, accounts, contacts, activities, and custom objects. Reference Salesforce records in any AI conversation and let AI Agents update opportunities, create activities, log call notes, and generate pipeline summaries.

In chat:

• “What is the close date on the Northstar opportunity?”
• “Which accounts in my territory have not been contacted this month?”
• “Summarize the opportunity history for Global Dynamics.”
• “List all opportunities closing this quarter above $50K.”

With AI Agents:

• Update opportunity stage and close date when a proposal is sent
• Create a Salesforce activity record after a call is logged
• Generate a weekly pipeline review summary for a regional sales team
• Alert a manager when a high-value opportunity has had no activity for 7 days

Connecting Salesforce

1. Open Integrations

   Click Settings in the left sidebar, then select Integrations.

2. Find Salesforce

   Scroll to the CRM section and click Connect next to Salesforce.

3. Sign in to Salesforce

   You will be redirected to Salesforce’s OAuth authorization page. Sign in with your Salesforce credentials.

   You must have API access enabled on your Salesforce user profile to connect WorkLLM. If you see a permissions error, ask your Salesforce admin to enable API access for your account.

4. Authorize the connection

   Salesforce will display the permissions WorkLLM is requesting. Click Allow to complete the authorization.

5. Confirm the connection

   You are redirected back to WorkLLM. Salesforce will appear as Connected, showing the connected Salesforce org name.

Salesforce permissions

Permission	What it allows
Access and manage your data	Read and write standard and custom Salesforce objects
Perform requests at any time	Maintain access for Agent workflows that run on a schedule
Access your basic information	Identify the authorizing user for attribution

WorkLLM respects Salesforce’s field-level and object-level security settings. Users can only access and modify records their Salesforce profile permits.

---

Use cases

Lead qualification agent

When a new lead is created in HubSpot or Salesforce, an Agent researches the company, scores the lead based on fit criteria, enriches the record, and creates a prioritized follow-up task.

Deal follow-up automation

After a meeting is logged, an Agent drafts a personalized follow-up email based on the meeting notes, CRM history, and deal stage, ready for the rep to review and send.

Pipeline review summaries

Before a weekly pipeline review, an Agent generates a formatted summary of all active deals by stage, highlighting at-risk opportunities and deals with no recent activity.

Activity logging agent

After a rep completes a call, an Agent automatically creates an activity record in Salesforce or HubSpot with a summary of the call, next steps, and any commitments made.

Disconnecting your CRM

To remove a CRM integration:

1. Go to Settings → Integrations
2. Find HubSpot or Salesforce and click Disconnect

For HubSpot: To fully revoke access, go to Settings → Integrations → Connected Apps in HubSpot and remove WorkLLM.

For Salesforce: To fully revoke access, go to Setup → Connected Apps OAuth Usage in Salesforce and revoke access for WorkLLM.