# Ray and HubSpot

> The CRM answered in the thread, and updated there when you say so.

Source: https://heyray.io/integrations/hubspot

Ray is an AI teammate that works in your team chat, on Slack today. Connect HubSpot and it can do the HubSpot part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written. 24 reads run without asking. 9 actions wait for a human approval.

## What Ray reads in HubSpot

Reading changes nothing, so Ray never stops to ask whether it may look something up.

- Contacts, companies, and deals, with the pipeline and stage they sit in
- Notes, tasks, meetings, calls, and emails logged against them
- Owners, properties, and anything you search for

## What waits for your approval

Every one of these posts an approval card in the thread showing exactly what is about to happen. Nothing runs until someone clicks approve, and no setting turns that off.

- Add a contact, a company, or a deal
- Update a contact, a company, or a deal
- Log a meeting, add a note, or create a task

## Things Ray is never handed

These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.

- Delete or archive a contact, company, or deal
- Archive anything in batches
- Change properties or property groups

## Ask it like this

- "@Ray what stage is the Acme deal at, and who owns it?"
- "@Ray log that call on the Acme deal with what we agreed."
- "@Ray add Dana at Northwind as a contact and link her to the deal."
- "@Ray which deals have had no activity in two weeks?"

## Connecting HubSpot

Every person on the team connects their own HubSpot account on HubSpot's own login screen, so Ray can only reach what that person can already reach, and the history in HubSpot shows who actually asked. Passwords never pass through Ray. Disconnecting HubSpot or uninstalling Ray revokes the connection.

## More

- This page for people: https://heyray.io/integrations/hubspot
- Every integration: https://heyray.io/integrations.md
- Install Ray: https://heyray.io/install.md
- Pricing: https://heyray.io/pricing.md