Solutions by app
HubSpot: Orchestrate deals, tickets, and forms across your stack
HubSpot centralizes contacts, companies, deals, tickets, and forms. Tray connects HubSpot so form submissions, property updates, and pipeline changes trigger coordinated workflows, and agents can answer questions or take action on the same governed data.
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.
Automations
Integrations
AgentsAutomations
Automations with HubSpot and Tray
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 HubSpot and Tray
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
Agents
Build agents with HubSpot and Tray
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
Tray vs HubSpot Breeze AI agents
Merlin Agent Builder
Runs agents that act across your stack via Tray workflows/connectors and writes back to systems of record
Acts on 700+ prebuilt connectors and any REST API, so one agent can coordinate CRM, ITSM, IDP, and more
Enforces cross-system guardrails, RBAC, approvals, and end-to-end execution logs
Deploys 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 using Marketplace agents or custom assistants
Adds tools with defined inputs/outputs (including third-party tools via HubSpot MCP Client) to execute tasks
Manages agent knowledge with vaults that support up to 50 files and CRM objects, always using the most-recent records
Runs inside your HubSpot account across Hubs, with usage tracked in the Breeze Dashboard
Frequently Asked Questions
Find answers to common questions about our products and services.
How does Tray authenticate to HubSpot?
Tray connects to HubSpot using OAuth or scoped private app connections. Credentials are stored securely, scoped per environment, and governed by RBAC and audit logs.
Can Tray detect changes in HubSpot?
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.
Which HubSpot objects and properties are supported?
Tray supports contacts, companies, deals, tickets, products, line items, quotes, owners, engagements, lists, and forms. You can select specific properties—including custom fields—for read or write access and enforce validation before updates.
How do we start small?
Start with one controlled outcome, such as creating a contact from a form submission and adding it to a list, in a sandbox using a restricted connection. Then expand to deal and ticket workflows once controls are in place.
How are risky updates controlled?
Use role-based access, environment-specific connections, and approval steps for bulk edits or stage moves. Every run is logged with object IDs and before-and-after values for full traceability.
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, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.
Universal connectivity
- Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
- Custom connectors: Build custom connectors that behave like native ones
- Connect anywhere: Cloud or on-prem systems supported
On-premises connectivity
- Connect securely: Access on-premises systems, whether first-party or third-party
- Meet network requirements: Connect through approved configurations that align with enterprise security policies
- Enterprise protocols: Support multiple on-premises security standards for safe integration
Authentication management
- Secure credentials: Collect and store authentications with full encryption
- Encrypted data: Protect all data at rest and in transit
- Role-based control: Partition credentials by workspace and access level
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
- End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes