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Setup

1

Create a Private App in HubSpot

  1. Go to Settings → Integrations → Private Apps in HubSpot
  2. Click Create a private app
  3. Name it “Orova Integration”
  4. Under Scopes, enable: crm.objects.contacts, crm.objects.deals, crm.objects.companies
  5. Click Create app and copy the access token
2

Add credentials in Orova

Go to Settings → Integrations → HubSpot and paste your access token.
3

Create a tool

Go to Tools → Create Tool and select the HubSpot template.
4

Assign to your agent

In your agent’s settings, add the HubSpot tool.

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Available tools

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Example conversation

User: “Can you look up John Smith in our CRM?” Agent: calls search_contacts with query “John Smith” Agent: “I found John Smith — he’s a Sales Manager at Acme Corp. His email is [email]. Would you like me to create a deal for him?”