> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Let Neo agents read and update your HubSpot CRM, keep contacts and deals in step with your PSA, and turn won deals into tickets and projects

HubSpot is where many MSPs keep their clients, prospects and sales. Connect it, and Neo agents can read and update it while they work a ticket, a chat or a schedule.

## What Neo can do with HubSpot

* Keep HubSpot contacts and PSA contacts in step, both ways: a scheduled agent reads what changed on each side, matches contacts by email, and writes only the fields that differ
* Keep HubSpot deals and PSA opportunities in step, both ways: amount, close date, stage, owner and contact, and the title and company too when HubSpot stores each deal's PSA opportunity id
* Open one PSA ticket or project for each deal you win, or whose quote your client accepts, with its line items, linked to the client's company and PSA opportunity; a ticket also gets the deal's contact, and a project the deal's owner as lead, when Neo finds them in your PSA
* Read a client's HubSpot company, its contacts, deals and owner for a ticket
* Log a note or a task on a contact, company or deal
* Search, create and update contacts, companies, deals, tickets and the other CRM records, and link them to each other, as your permission groups allow

See [HubSpot API](/agents/tools/sales/hubspot-api) for the permission groups and profiles.

## Company mapping

Neo matches your HubSpot companies to your PSA companies by name and by website domain. The **Organization Mapping** tab on the HubSpot card shows each match; confirm or correct a match there. Only an exact, unique name match, or one you confirm, is used by agents, including the contact and deal sync. Your prospects stay unmapped, because they are not in your PSA.

## Next steps

<Card title="Connect HubSpot" icon="plug" href="/integrations/hubspot/connecting-to-neo">
  Create a HubSpot service key and save it in Neo.
</Card>


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