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Permute

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App

Permute

Your Agentic Data Team.
Built by
Permute
Installs
10+ installs
Sign in to installRequires Permute subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Permute Subscription
Free, Individual, or Team plans

Overview

Permute is the Agentic Data Platform. We combine a lightweight data warehouse with an AI powered analytics layer so operators can connect all their data sources and run analysis across their entire business. Permute allows businesses to build dashboards in plain language, set up automated reports that deliver to email or Slack, and create unified data views that combine HubSpot with their other systems.


When you connect HubSpot to Permute, your CRM data becomes part of a larger picture that includes your financial tools, spreadsheets, and other business systems.


Here are a few things HubSpot users are doing with Permute today:

  • Building contract-to-cash views that combine deal data from HubSpot with payment information from their accounting tools, so they can see what's been invoiced, paid, and outstanding in one place.

  • Creating pipeline dashboards that pull live deal stage data alongside financial metrics, giving operators a single view of revenue health without switching between tools.

  • Setting up weekly reports that summarize deal activity, flag stale opportunities, and deliver updates to the team automatically.

Permute connects to HubSpot and ingests your CRM data into a unified warehouse alongside everything else. From there, the AI agent understands your schema, knows how your tables relate, and can answer questions, build visualizations, or produce recurring reports across all of your data. You describe what you want in plain language and the platform handles the queries, joins, and formatting.


If your team spends time pulling data out of HubSpot to combine it with other sources, or if you've been manually building reports that should just run on their own, Permute handles that for you.

Features

Screenshot of the Permute connector screen with HubSpot, QuickBooks, and BigQuery conected

Connect & Reconcile all Data

Connect HubSpot alongside your other business tools and Permute automatically reconciles the data across systems. It maps how records relate to each other, so that a contact in your CRM can be tied to an invoice in your accounting tool or a row in a spreadsheet. You get a unified view of your business without manually matching anything.

A completed dashboard in Permute

Create Dashboards

Describe the dashboard you want in natural language and Permute builds it in seconds. The agent writes the queries, picks the right charts, and connects everything to your live data. You can make changes or add new views just by asking.

Screenshot of a configured report

Run Reports

Set up recurring reports that run on a schedule and deliver to email or Slack. Describe the report you want once and it runs automatically. When your data updates, the report reflects that on its own.

Screenshot of generated skills file

Business Context and Definitions

Permute learns how your business works. It understands what "revenue" means in your specific setup, how a deal in HubSpot maps to a payment in your accounting tool, and which data belongs together. This is what makes the platform accurate and lets you ask questions in your own language.

Screenshot of data table unifying invoice data with CRM data.

Build Data Tables

Combine data from HubSpot with other systems into a single clean table. Select your sources, describe how they should connect, and the agent builds the pipeline. Useful for creating views like contract-to-cash, customer health scores, or anything that requires pulling from more than one place.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

OAuth Connection

Companies

Contacts

Deals

Marketing Email

Transactional Email

Line Items

Products

Tickets

Users

Owners

Email Activities

Custom Objects

Deal Properties

Quotes

Calendar

Events

Goal Targets

Contact Properties

Product Properties

Timeline

Company Properties

Companies

Contacts

Deals

Marketing Email

Transactional Email

Line Items

Products

Tickets

Users

Owners

Email Activities

Custom Objects

Deal Properties

Quotes

Calendar

Events

Goal Targets

Contact Properties

Product Properties

Timeline

Company Properties

More info about shared data

This integration provides read-only access for reporting and analytics purposes. Users can chose which data objects they want to pull from HubSpot into Permute.

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Pricing

This app requires one of the following Permute subscription plans.

Free

$0

For small teams just getting started

  • Create up to 3 dashboards and reports

  • One workspace

  • Connect 1 data source

  • Invite unlimited users

Free to start.

Free

$0

For small teams just getting started

  • Create up to 3 dashboards and reports

  • One workspace

  • Connect 1 data source

  • Invite unlimited users

Free to start.

* 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: 07/16/2026

More info

Built by
Permute
Installs
10+ installs
Categories
Languages this app is available in
English

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