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ClickRuntime

Automate HubSpot

Keep your HubSpot contacts, deals, tasks and tickets up to date without copying anything in by hand. New leads become contacts without duplicates, unowned deals go to the right rep, and stalled deals, overdue tasks and new tickets reach the people who need to act. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.

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Try asking

Create a ClickRuntime automation: give me a link my booking tool can send new bookings to. For each one, find the HubSpot contact by email, create it if it doesn't exist, and add a note with the meeting time.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in HubSpot

Leads that land as clean contacts, deals that get an owner, alerts when deals move or stall, and weekly reports on the customers you might lose. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Add new leads to HubSpot without duplicates

Leads from your forms, bookings and shop become HubSpot contacts, matched by email so nobody is added twice.

See how it works
The moment it happensAI

Log call summaries in HubSpot with a follow-up task

After a call, the contact gets a short summary as a note and a follow-up task is waiting for you.

See how it works
Weekly

Get a weekly CSV of your HubSpot contacts

A full export of your contacts arrives in your inbox every week, ready to open in a spreadsheet.

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Every 10 minutes

Assign new HubSpot deals to the right rep

Deals without an owner are given to a rep based on the company's country and size, within minutes.

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WeeklyAI

Get a weekly list of customers at risk of leaving

Each Monday you get a ranked list of customers who look likely to churn, with a reason for each.

See how it works
The moment it happens

Remove a list of contacts from HubSpot

Send a list of email addresses and those contacts are archived, with a count of how many were removed.

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DailyAI

Get a short review of every lost deal

When a deal moves to closed lost, you get a blameless write-up of what happened, based on the deal notes.

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Every 5 minutes

Post HubSpot form submissions to Slack

Each new form submission shows up in Slack with the answers, within a few minutes.

See how it works
On a scheduleAI

Get a morning summary of yesterday's deals

Each morning you see which deals were created or changed, grouped by stage with totals.

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Every 5 minutes

Post new HubSpot contacts to Slack

Your team sees each new contact's name, email and source in Slack within minutes.

See how it works
On a schedule

Get a Slack message when a deal changes stage

When a deal moves stage, the deal name, new stage and amount are posted to Slack.

See how it works
Daily

Find deals stuck in one stage too long

Each morning you see the open deals that haven't moved in two weeks, before they go cold.

See how it works
On a schedule

Get a daily list of overdue HubSpot tasks

Each weekday you get the tasks that are past due and not done, grouped by owner.

See how it works
On a schedule

Post new support tickets to Slack

Every new HubSpot ticket shows up in your support channel with its subject and priority.

See how it works
On a scheduleAI

Score new HubSpot leads and flag the best ones

New contacts get a fit score saved on their record, and the strongest ones are sent to you in Slack.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with HubSpot, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any HubSpot automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what HubSpot should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every morning, find HubSpot deals in the Proposal stage that have had no activity for 14 days and create a follow-up task for the deal owner.

When a HubSpot deal moves to Closed won, post the deal name, amount and owner in #wins on Slack.

When a new row is added to my Event Signups sheet in Google Sheets, create or update the contact in HubSpot, use AI to write a personal follow-up, and send it from Gmail.

Works with

HubSpot with the apps you already use

HubSpot holds your customer records, but the work happens in chat, email and spreadsheets. Connecting them gets deal news to sales and lead data into HubSpot without anyone retyping it.

HubSpot works with hundreds of other apps

Name any of them when you ask your assistant, and your automation connects them. Over 248 apps are ready to go, and anything with an API works too.

  • Stripe
  • Calendly
  • Typeform
  • Google Calendar
  • Outlook
  • Zoom
  • Salesforce
  • Pipedrive
  • Mailchimp
  • Intercom
  • Zendesk
  • Notion
  • Shopify
  • DocuSign
  • QuickBooks
  • LinkedIn
  • Microsoft Teams
  • Jotform

Beyond chat

Have HubSpot work when you're not in the chat

Connecting HubSpot to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect HubSpot

You connect HubSpot with an access token you create in your own portal, either a service key or a private app token. You choose its scopes, and it needs a super admin or a user with Developer tools access.

HubSpot

CRM / Marketing

  1. In HubSpot, go to Development, then Keys, then Service keys, and create a service key. Or go to Development, then Legacy apps, and create a private legacy app.
  2. Add the scopes your automations need, such as crm.objects.contacts.read, crm.objects.contacts.write and crm.objects.deals.read.
  3. Copy the key, or for a private app open the Auth tab, choose Show token and copy it.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for HubSpot. It is sent as a Bearer token.

Good to know

HubSpot limits that affect automations

  • Private app tokens allow 100 requests per 10 seconds on Free and Starter, and 190 on Pro and Enterprise. Polling every few minutes stays well inside that.
  • Daily request limits are 250,000, 625,000 or 1,000,000 depending on your plan.
  • Service keys cannot receive HubSpot webhooks, so alerts for new contacts, deals, tickets and form submissions check HubSpot every few minutes instead.
  • Service keys are in beta under HubSpot's Developer Beta Terms. HubSpot says they will replace private apps.
  • One HubSpot account can have up to 20 private apps.

FAQ

Questions about automating HubSpot

What can ClickRuntime see and change in HubSpot?
Only what your token's scopes allow. With contact and deal scopes it can search, create and update contacts and deals, add notes and tasks, and set a deal owner. Leave out write scopes if you only want alerts and reports.
Should I use a service key or a private app?
Either works. HubSpot recommends service keys going forward, but they are in beta and cannot receive webhooks. A private app token works the same way for the automations here.
How quickly do alerts arrive?
Alerts for new contacts, deal stage changes, tickets and form submissions check HubSpot every 5 minutes. Leads you send to a ClickRuntime webhook link are added the moment they arrive.
Can it delete contacts?
Yes, if your token has `crm.objects.contacts.write`. Contacts are archived in HubSpot, so you can restore them for 90 days.
Do I need AI for HubSpot automations?
No. Lead intake, deal assignment, alerts and exports run without it. Call summaries, lead scoring, churn-risk reports and lost-deal reviews use the AI that comes with every ClickRuntime plan, so you don't need your own AI key.
Is this a HubSpot connector for ChatGPT or Claude?
Not for chatting with HubSpot data. A chat connector lets your assistant read and change HubSpot while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each HubSpot event.

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