Circleback Assistant
Built by - Circleback
Installs - 20+ installs
Requirements
HubSpot Plan HubSpot Account permissions No HubSpot permissions required. Circleback Assistant may request additional permissions while connecting. Access Type Personal Circleback Assistant Subscription - Free plan
Overview
1/1 - HubSpot connected in Circleback’s Connectors menu.
Circleback Assistant brings your meeting context and HubSpot CRM into one conversation. Ask questions about customers, find contacts and open deals, and create or update supported CRM records without leaving Circleback.
Use the decisions and next steps from your meetings to keep HubSpot up to date. You can also ask about CRM properties, record owners, and campaign performance.
Connect your HubSpot account from the Ask page in Circleback. Assistant uses HubSpot’s MCP server and can access only the information available to the connected HubSpot user. This listing covers the interactive Assistant connector; Circleback’s automatic post-meeting workflows are offered through its separate automation integration.
Features
Search HubSpot alongside your meetings
Prepare for customer conversations by asking Circleback about HubSpot contacts, companies, and deals together with your meeting history. Find the CRM records and conversation context you need from one chat.
Update CRM records from conversation context
Turn agreed next steps into CRM updates. Ask Circleback to create or update supported HubSpot contacts, companies, deals, or tickets using the details discussed in your meetings.
Reviews
Pricing
Free
$0
Ask Circleback about your meetings and connected apps.
Free
$0
Ask Circleback about your meetings and connected apps.
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 09/29/2026
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