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    HubSpot

    Connect HubSpot to a MeDo app: search contacts, companies, and deals in the connected CRM and combine the results with notes stored in your app.

    Updated 2026-09-15

    HubSpot is a connector: it links a MeDo app to one HubSpot account so the app can search contacts, companies, and deals. It is read-only — it looks records up and never creates, changes, or deletes anything in the CRM.

    What you can build

    • A customer lookup page. Search contacts and companies by text and view the matching records.
    • A sales preparation tool. Search matching deals, then keep preparation notes and follow-up status in the app without touching HubSpot.

    HubSpot fits when someone is about to talk to a customer and wants the CRM context in one focused page. It is not a CRM client, see Limits.

    Build examples

    Copy one of these into the prompt box. The first one is the smallest useful starting point.

    Use @HubSpot to build a private customer lookup page where I can search contacts and companies by text and view the matching records.
    Use @HubSpot to build a private sales preparation tool where I can search matching deals and save preparation notes in the app without changing HubSpot.

    Prepare and connect

    You need a HubSpot account that can already see the records the app should search. No private app token or API key is involved.

    1. Open Skills & Connectors in the sidebar and search for HubSpot.
    2. Open the card and click Connect.
    3. Sign in to HubSpot and approve the access MeDo asks for.
    4. The button changes to Connected.

    If you start building before connecting, MeDo shows a HubSpot connection button under its reply. You can connect there instead.

    Use it in your app

    • The app uses your connected account, not each visitor's HubSpot login. Everyone who opens the lookup sees the same CRM data. Keep all three search surfaces behind your app's own sign-in and limited to the intended people.
    • A search term is required. The app should always start from something specific — a company name, an email address, part of a deal name — rather than offering a browse-everything view.
    • Results are pages. Ask for the fields you need and a way to load more.
    • Notes are the app's own data. Preparation notes and follow-up status live in your app's tables, keyed to the returned CRM record. Saving them never writes to HubSpot.

    Limits and troubleshooting

    What you may expectWhat actually happens
    Creating or editing contacts, companies, or dealsNot available. This connector is read-only.
    Tickets, forms, workflows, and automationsNot available.
    Associations between recordsNot available. Each search covers one object type at a time.
    Choosing arbitrary properties, filters, or sortsNot available. Search uses the supported fields.
    A full pipeline export or totalsNot available. Search returns a bounded page of matches.
    Scheduled syncs or alertsNot available. The app reads data when it loads or refreshes.

    "Connection required" appears in the app. Ask the app owner to open the connector card and click Connect, then reload.

    A search returns nothing. Search matches the supported text fields, so a partial name usually works better than an exact full string. Try a shorter term.

    A record the user expects is missing. The connection only sees what the account can access, and one search covers one object type. Check HubSpot directly before assuming the connector missed it.

    The app appears to save into HubSpot. It does not. Notes and statuses are stored in the app's own tables; the CRM stays unchanged.