Connect Perplexity AI and HubSpot CRM integrations
Transform AI-powered insights into instant CRM action by connecting Perplexity AI with HubSpot CRM. Automatically enrich contacts, update profiles, and populate records with intelligent research—eliminating manual data entry while keeping your sales and marketing teams armed with the most relevant information exactly when they need it.
Creates a chat completions with the chosen model.
Performs an arbitrary authorized API call.
Adds a contact to a specific workflow.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
Creates a folder.
Creates a line item with the given properties and returns a copy of the object, including the ID.
Creates a meeting with the given properties and returns a copy of the object, including the ID.
Associates two CRM objects.
Creates an email with the given properties and returns a copy of the object, including the ID.
Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.
Creates an order with the given properties and returns a copy of the object, including the ID.
Creates a note with the given properties and returns a copy of the object, including the ID.
Creates a product with the given properties and returns a copy of the object, including the ID.
Creates a new quote.
Creates a task with the given properties and returns a copy of the object, including the ID.
Creates a ticket.
Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.
Creates a new contact if the specified email address in the properties does not exist; otherwise, updates the existing contact.
Moves a call to the recycling bin.
Moves a communication to the recycling bin.
Moves a company to the recycling bin.
Moves a contact to the recycling bin.
Moves a custom object to the recycling bin.
Moves a deal to the recycling bin.
Permanently deletes a file and all related data and thumbnails from file manager.
Marks a folder as deleted.
Moves a line item to the recycling bin.
Moves a meeting to the recycling bin.
Deletes an association between two CRM objects.
Moves an email to the recycling bin.
Deletes an engagement (a task or activity) on an object in HubSpot.
Moves an order to the recycling bin.
Moves a note to the recycling bin.
Moves a product to the recycling bin.
Deletes quote by its ID.
Moves a task to the recycling bin.
Deletes an existing ticket.
Removes records from selected list.
Returns information about a specific call.
Returns information about a specific communication.
Returns information about a specific company.
Returns information about a specific contact.
Returns information about a specific custom object.
Returns information about a specific deal.
For a given file ID, return the file associated with that ID.
Returns information about a specific line item.
Returns information about a specific meeting.
Returns information about a specific email.
Returns information about a specific invoice.
Returns information about a specific order.
Returns information about a specific note.
Returns details for an owner.
Returns information about a specific product.
Gets a quote by its ID.
Gets metadata for a specific record property by its (internal) name.
Returns information about a specific task.
Gets a specific ticket by its ID.
Performs an arbitrary authorized API call to manage data in Hubspot CRM.
Merges contacts
Removes a contact from a contact list. This module will be deprecated on September 30th 2025.
Removes a contact from a workflow.
Sends form submission data to HubSpot.
Subscribes a contact to the given subscription emails.
Unsubscribes a contact from the given subscription emails. Note that you cannot subscribe the contact to the same email address again.
Updates call's properties by their ID. Returns updated properties in the response.
Updates communication's properties by their ID. Returns updated properties in the response.
Updates company's properties by its ID. Returns updated properties in the response.
Updates contact's properties by their ID. Returns updated properties in the response.
Updates custom object's properties by its ID. Returns updated properties in the response.
Updates a specific deal by its ID. Returns updated properties in the response.
Updates line item's properties by their ID. Returns updated properties in the response.
Updates meeting's properties by their ID. Returns updated properties in the response.
Updates email's properties by their ID. Returns updated properties in the response.
Updates order's properties by their ID. Returns updated properties in the response.
Updates note's properties by their ID. Returns updated properties in the response.
Updates product's properties by their ID. Returns updated properties in the response.
Updates quote by its ID.
Updates task's properties by their ID. Returns updated properties in the response.
Updates an existing ticket by its ID.
Moves a file to a different folder.
Uploads a new file to the file manager.
Returns the IDs of CRM objects associated with a given object, based on the specified association type.
Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID. This module will be deprecated on September 30th 2025.
Returns all deal/ticket pipelines for a given portal.
Retrieves a list of files stored in file manager.
Retrieves a list of forms for a given portal.
Returns all of the owners that exist inside of HubSpot.
Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.
Lists calls based on the provided filters or a search query.
Lists communications based on the provided filters or a search query.
Lists companies based on the provided filters or a search query.
Retrieves a list of contacts using the search query.
Searches for CRM objects (contacts, companies, deals, products, tickets, line items) by custom properties or by the query. To search for products or line items use a special connection with a required custom scope, e-commerce.
Lists deals based on the provided filters or a search query.
Lists emails based on the provided filters or a search query.
Lists invoices based on the provided filters or a search query.
Lists line items on the provided filters or a search query.
Lists meetings based on the provided filters or a search query.
Lists notes based on the provided filters or a search query.
Lists orders based on the provided filters or a search query.
Lists products based on the provided filters or a search query.
Lists quotes by search criteria.
Lists tasks based on the provided filters or a search query.
Retrieves a list of tickets.
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Build your Perplexity AI and HubSpot CRM integrations.
HubSpot CRM serves as a trigger that initiates automated workflows when specific events occur, such as when a search query is completed or new AI-generated insights become available. These triggers automatically activate Perplexity AI actions, enabling you to enrich CRM contacts with AI-generated insights, populate Perplexity AI records with comprehensive information gathered by HubSpot CRM, or update customer profiles based on intelligent research results. This integration allows HubSpot CRM's advanced search and knowledge capabilities to directly update your Perplexity AI environment, eliminating manual data entry and ensuring your sales and marketing teams have access to the most relevant, up-to-date information exactly when they need it.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Adds a contact to a specific workflow.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
Popular Perplexity AI and HubSpot CRM workflows.
Looking to get more out of Perplexity AI and HubSpot CRM? With Make you can visually integrate Perplexity AI and HubSpot CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
How to setup Perplexity AI and HubSpot CRM in 5 easy steps
Log in to Make and add your app module
Start by logging into your Make account and creating a new automation scenario. Once inside, search for the application you want to connect (like HubSpot CRM or Perplexity AI) and add its module to your scenario. This module represents the specific action you want the app to perform in your automation.
Click the 'Create a connection' button
After adding the app module to your scenario, you'll see a 'Create a connection' option. Click this button to begin linking Make with your chosen application. This is the gateway that allows Make to communicate with your app and perform automated tasks on your behalf.
Get your API key from the application
Before you can complete the connection, you'll need to obtain an API key from your application. Log into your app account, find the settings or API section, and generate a new key. Think of this API key as a secure password that gives Make permission to access and work with your application safely.
Enter your API key in the connection form
Return to Make and paste your API key into the designated field in the connection form. Make sure to copy the entire key accurately without any extra spaces or missing characters. If prompted, you can also give your connection a custom name to help you identify it later when working with multiple connections.
Save and start automating
Click the 'Save' button to finalize your connection. Make will verify your credentials and establish the link between the platforms, which typically takes just a few seconds. Once saved, your connection is ready to use and can be applied across multiple automation scenarios whenever you need to work with that application.
Transform your sales and marketing with AI-powered CRM automation
Discover how connecting Perplexity AI with HubSpot CRM revolutionizes your workflow by automatically enriching contacts, qualifying leads, and generating actionable intelligence for smarter business decisions.
Automatically improve HubSpot contact and company records with comprehensive information discovered through Perplexity's AI-driven knowledge search.
Use Perplexity to research prospects and automatically update lead scores and qualification status in HubSpot based on discovered insights.
Automatically gather competitive intelligence and market research through Perplexity and feed actionable insights directly into HubSpot deal records.
Use Perplexity's knowledge discovery to automatically research customer interests and update HubSpot properties for hyper-personalized marketing campaigns.
FAQ
By connecting Perplexity AI with HubSpot CRM through Make, you can automatically enrich your CRM contacts with AI-powered research insights. When a new lead enters your HubSpot pipeline, Make can trigger Perplexity AI to gather relevant company information, market trends, or competitive intelligence, then automatically update the contact record in HubSpot. This saves your sales team hours of manual research and ensures every conversation is informed by the latest knowledge, leading to more personalized outreach and higher conversion rates.
Make enables numerous powerful workflows between these applications. You can automatically generate AI-powered summaries of customer pain points and store them in HubSpot deal records, trigger Perplexity AI research when deals reach specific stages to gather competitive insights, create automated content briefs based on customer industry data for your marketing team, or even set up intelligent lead qualification by having Perplexity AI analyze company information before routing leads to appropriate sales representatives. With Make's visual workflow builder, you can customize these automations without coding expertise.
Not at all! Make is designed for users of all technical levels with its intuitive drag-and-drop interface. The platform offers pre-built modules for both Perplexity AI and HubSpot CRM with over 20 ready-to-use HubSpot integrations, making setup straightforward. You simply connect your accounts, select triggers (like 'new contact created in HubSpot'), choose actions (like 'search for information in Perplexity AI'), and map the data fields. Make also provides templates and extensive documentation to guide you through the process. Most users can create their first working automation in under 30 minutes.
Manual data transfer between Perplexity AI and HubSpot CRM is time-consuming, error-prone, and impossible to scale. Make eliminates these issues by running automations 24/7, processing information instantly whenever triggers occur, and ensuring data accuracy through automated workflows. You'll save countless hours per week, reduce human error, never miss updating critical information, and enable your team to focus on high-value activities like building customer relationships rather than copying and pasting data. Additionally, Make can handle complex multi-step workflows and conditional logic that would be impractical to manage manually, opening up entirely new possibilities for using AI-powered knowledge in your CRM strategy.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
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