Take Action With Claude: Update CRM Records and Access Engagement History

You can now ask Claude to create and update your CRM records, such as contacts and deals, and log activities like notes or tasks. Claude will also have access to your complete engagement history, including emails, calls, and meetings.

What's Changing

The HubSpot Connector for Claude is gaining two new capabilities:

• [Public Beta] Update CRM records: The HubSpot connector for Claude can now create and update CRM records and log activities directly from Claude’s chat window – including new contact and deal creation, and logging notes or tasks.
• [Live in GA] Access engagement history: Claude can also generate and take action on powerful insights based on your complete engagement history (emails, calls, meetings, tasks, and notes).

Please note: 

• If your HubSpot account has sensitive data enabled, the HubSpot connector for Claude will not have access to any engagement data for added security. 
• When using create and update actions in the HubSpot connector for Claude, attribution will be recorded in your HubSpot account’s Audit Log to the user and the Claude connector.
• The HubSpot connector for Claude  supports bulk Create and Update actions for a maximum of 10 records in a single request.

Why Does It Matter?

With expanded write access and engagement visibility, the HubSpot connector for Claude allows you to update your HubSpot context directly without leaving Claude. Ask Claude to log a discovery call, create follow-up tasks, update deal stages, or analyze months of customer emails using natural language. 

By accessing engagement history such as emails, tasks, and notes, Claude can surface meaningful insights and let you take action on them instantly, right from the chat window. This unlocks faster, more intelligent use cases, like:

• Faster workflows: Create a task to follow up with a prospect who had questions on pricing.
• Smarter insights: Claude can now access your email threads and call notes to provide context-aware recommendations.
• Less manual work: No more copying insights from Claude into HubSpot properties manually – update directly from Claude’s chat window.
• Better decisions: Analyze real customer conversations, not just CRM snapshots.

How Does It Work?

To access write access and engagement visibility in the HubSpot connector for Claude, you’ll need to disconnect and reauthenticate your HubSpot account.  

Please note: to allow the connector to access engagements, and to create and edit records, a Super Admin must opt your account into this product update. 

Example prompts

Updating CRM context (write access): The HubSpot connector for Claude can update your CRM directly.

• “Create a new contact for [X] at with their email [insert email address]”
• “Update the deal ‘Enterprise Package Q4’ to Closed Won.”
• “Log a note on this ticket summarizing our resolution approach.”
• “Create a task for me to follow up with [X] next Tuesday about contract renewal.”

Engagement visibility: The HubSpot connector for Claude can now access your communication history to provide richer context.

• Sales: “Summarize all my emails with [X] from the last month and list any issues that might affect deal closure.”
• Marketing: “Create Follow-Up Tasks from Recent Email Opens”
• Service: “Show me all open tasks assigned to me this week, sorted by priority.”

For more prompts, please visit our prompt library.

Additional Best Practices

• Start small by updating a single record before making bulk changes. 

• Always review the proposed changes that Claude shows before execution and take a moment to confirm them. 
• For the best results, use the latest models and turn on “Extended Thinking” mode.

Please note: A Super Admin or a user with App Marketplace permissions in your HubSpot account must connect the connector for the first time and select the allowed permissions for it. Once this is done, they can give access to other users to connect it. Learn more about how you can manage access to the connector.

The HubSpot connector for Claude respects user permissions, users will only see the CRM context they’re allowed to access in HubSpot. For example, individual sales reps will only see pipeline data for deals they have permission to view or update.

The HubSpot connector for Claude responds in the language used by the user, if supported. For the full list of supported languages, please refer to Anthropic’s multilingual documentation & supported countries and regions.

Who Gets It?

The HubSpot connector for Claude is available to all HubSpot customers across all tiers who have a paid Anthropic subscription (Pro, Max, Team, or Enterprise).

To access the connector, individuals must have:

• An active HubSpot user account
• A paid Claude subscription (Pro, Max, Team, & Enterprise)

For detailed guidance on using these new capabilities, visit the documentation for HubSpot Connector for Claude.

When is this happening?

This update goes into effect on November 20, 2025.

Questions or comments? Join us in the developer forums.