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.