Sales and CRM
Connect HubSpot to OpenTag
Read CRM records and update supported sales and support work.
OpenTag + HubSpot
Put HubSpot to work from Slack
Ask a question or describe the work you need in plain English. OpenTag uses the tools exposed by your HubSpot connection, then brings the result back to the channel or DM where the work started.
Connect once, then ask from Slack
The connection dialog is the source of truth for the accounts, permissions, and actions available to your workspace.
- 1
Choose HubSpot
Open Integrations in OpenTag, select HubSpot, and authorise the account you want to use.
- 2
Review access
Check the sharing and read or write choices shown for that account before completing the connection.
- 3
Start the work
Mention OpenTag in an invited Slack channel or DM and say what you need from the connected account.
Your account stays within the access you choose
Integrations belong to the person who connected them. OpenTag uses the selected account only when a request needs it, and a connection set to read only stays read only.
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