Solutions by app
HubSpot: Orchestrate deals, tickets, and forms across your stack
HubSpot centralizes contacts, companies, deals, tickets, and forms. Tray connects HubSpot to the rest of your stack, so form submissions, property updates, and pipeline changes trigger coordinated workflows, and agents can answer questions or take action on the same governed data. Every outcome writes back to the right record for full visibility and faster follow-through.
HubSpot and Tray
HubSpot is a CRM platform that manages contacts, companies, deals, tickets, products, and quotes, along with lists and engagement data. But on its own, it doesn’t coordinate actions across other systems or safely handle complex updates at scale. Tray fills that gap with integrations and agents that enrich, dedupe, route, and update HubSpot and connected tools under clear scopes, approvals, and audit trails.
Build
Build agents with Tray and Hubspot
Tray agents turn HubSpot data into action. They ground on approved CRM context such as contacts, companies, and deals then call governed tools across your GTM stack to update records, sync systems, and answer questions in real time. Every outcome writes back to HubSpot and connected platforms, so teams can ask, act, and audit in one continuous flow.
Ground agents with the context they need to act accurately.
- Object scope: Access contacts, companies, deals, tickets, lists, and engagements within approved property allowlists
- Freshness: Detect changes on schedule using last-modified windows or saved filters; confirm updates before writes when required
Automations
Automations with Tray and HubSpot
Tray turns HubSpot activity into action across your stack. Form submissions, record updates, and scheduled checks can trigger governed workflows that enrich data, route work, and sync results to HubSpot and connected systems. Every step stays auditable and consistent, powering both your automations and the agents built on top of them.
Integrations
Integrations with Tray and HubSpot
Tray connects HubSpot to the systems that power your customer lifecycle—data warehouses, sales engagement, ITSM, billing, identity, and marketing tools. These integrations keep contacts, companies, and deals consistent across every touchpoint, so handoffs stay accurate and auditable. The connections you define here power the automations above and the agents your teams rely on.
HubSpot integration capabilities
Integrate HubSpot with 700+ applications plus any system with an API using our HTTP connector. These domains mirror HubSpot’s API and how teams actually work in HubSpot.
Keep customer records accurate, governed, and ready for action
- Upserts with matching: Use email or domain keys and property maps to avoid duplicates.
- Owner sync: Align user and owner assignments from your IDP or HRIS.
- Property governance: Normalize picklists and lock sensitive fields against overwrites.
- List membership: Add or remove contacts from static or active lists based on rules.
Tray vs HubSpot Breeze AI agents
Merlin Agent Builder
Runs agents that act across your stack via Tray workflows/connectors; can write back to systems of record.
Acts on 700+ prebuilt connectors and any REST API, so one agent can coordinate CRM, ITSM, IDP, and more.
Cross-system guardrails and visibility from Tray’s platform: RBAC plus detailed run/audit logs and optional log streaming.
Deploy via API or your chosen fronts (e.g., Slack via workflows) while keeping source apps as systems of record.
HubSpot Breeze (AI agents)
Build and customize agents in Breeze Studio: start from Marketplace agents or create custom assistants.
Add tools with defined inputs/outputs (including third-party tools via HubSpot MCP Client) to execute tasks.
Manage agent knowledge with knowledge vaults (up to 50; files and CRM objects supported; uses most-recent records).
Runs inside your HubSpot account across Hubs, with usage tracked in the Breeze Dashboard.
FAQs
Yes. Tray can check for updates on a schedule using last-modified windows or saved filters. If your HubSpot app supports webhooks, you can also trigger flows in real time and still require approvals before writes.
What comes standard with Tray
Whether your systems are in the cloud or on-premises, Tray lets you connect to them, automate processes, and deploy agents to take action across your technology stack. Security teams can trust that all connections are managed securely and access is properly governed.
Universal connectivity
- 700+ prebuilt connectors plus a universal HTTP connector for any REST API.
- Build custom connectors that behave like native ones.
- Connect to cloud or on-prem systems.
On-premises connectivity
- Connect to on-premises systems using Tray, whether they are first-party or third-party.
- Work around firewalls and SSO providers with flexible connection methods.
- Support a range of on-premises security protocols to enable secure integration.
Authentication management
- Collect and store sensitive authentications securely with Tray.
- Encrypt all data at rest to ensure maximum security.
- Partition authentications into secure workspaces with role-based access control to restrict access.
Security and governance
- SOC 2 Type II, GDPR, CCPA, HIPAA.
- Encryption in transit and at rest, detailed audit logs, and least-privilege access via scoped connections and OAuth scopes.