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HubSpot CRM
Perplexity AI

Connect HubSpot CRM and Perplexity AI integrations

Explore ready-made HubSpot CRM and Perplexity AI templates and start automating in minutes.

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Create a custom workflow

Transform your HubSpot CRM into an AI-powered intelligence engine by automatically triggering Perplexity AI to enrich contacts, analyze deals, and generate personalized content—no coding required. Eliminate manual research and empower your sales team with instant AI-generated insights that flow directly into your CRM whenever customer data changes.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
Perplexity AI
Action: Select an action
1. Select a trigger

  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. 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. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action

  • Creates a chat completions with the chosen model.

  • Generate a response for the provided input with optional web search and reasoning.

  • Generate contextualized embeddings for document chunks. Chunks from the same document share context awareness, improving retrieval quality for document-based applications.

  • Generate vector representations (embeddings) for the text you provide.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Connect Perplexity AI and HubSpot CRM through Make's integration platform to automate intelligent workflows. Perplexity AI functions as a trigger, monitoring events such as new contacts, updated deals, or changes in customer data to automatically initiate your automation scenarios. When these trigger events occur in Perplexity AI, HubSpot CRM performs actions such as generating AI-powered research to enrich CRM records, analyzing customer data to produce intelligent insights, creating personalized response content, or extracting actionable information from customer interactions. This integration eliminates manual data transfers and ensures your teams receive AI-generated intelligence automatically based on CRM activity, enabling you to automate lead qualification, content generation for outreach, and comprehensive customer profile development without coding.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a chat completion
Creates a chat completions with the chosen model.
Action
Create a Communication
Creates a communication with the given properties and returns a copy of the object, including the ID.
Action
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Create a Custom Object Record
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Action
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How to set up HubSpot CRM and Perplexity AI in 5 easy steps

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Step 1

Add your app module to your Make scenario

Log into your Make account and open the scenario where you want to create your automation. Find the app you want to connect, such as HubSpot CRM or Perplexity AI, and add its module to your workflow by clicking on it. Once the module appears in your scenario, you'll see an option to create a connection. This connection is what allows Make to communicate with your chosen app and access the information you need for your automation to work properly.

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Step 2

Click the create a connection button

After adding your app module, look for the 'Create a connection' button within the module settings and click it. This button starts the process of linking Make with your external application. This step is essential because it initiates the secure link between Make and the app you want to connect. The button is usually straightforward to find and clearly labeled within the module interface.

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Step 3

Get your API key from the app

Before you can complete the connection in Make, you need to obtain an API key from the application you're connecting to. Think of an API key as a special password that gives Make permission to access your account in that specific app. You can usually find this key in the app's settings or API section. For example, in Perplexity AI, you would go to Settings, find the API section, and generate a new key. Copy this key carefully as you'll need it in the next step.

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Step 4

Enter your API key in Make and save

Go back to Make and find the API Key field in the connection setup window. Paste the API key you copied from your app into this field, making sure you don't include any extra spaces or miss any characters. You can also give your connection a descriptive name like 'HubSpot Main Account' to help you identify it later. Once everything is filled in correctly, click the 'Save' button to store your connection settings and begin the authentication process.

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Step 5

Authenticate and start using your connection

After saving, you may need to log into your external app in a pop-up window to confirm that you want to grant Make access to your account. Review any permissions that appear and click 'Allow' or 'Confirm' to complete the connection. Once authenticated, Make will confirm your connection is active and ready to use. You can now select this connection whenever you add modules from your connected app to build automations that work between Make and your other applications.

Transform your sales with AI-powered CRM intelligence

Connect HubSpot CRM with Perplexity AI to improve lead data, generate intelligent insights, automate research, and empower your sales team with instant answers.

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AI-powered lead enrichment

Automatically improve HubSpot contact records with intelligent research and insights from Perplexity AI to better understand prospects and personalize outreach.

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Intelligent content generation for CRM

Generate AI-driven summaries, research reports, and knowledge-based responses that automatically populate HubSpot deal notes and contact properties.

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Automated competitive intelligence

Continuously gather and update market insights and competitor information in HubSpot using Perplexity's knowledge discovery capabilities without manual research.

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Smart customer query resolution

Automatically retrieve relevant answers and knowledge from Perplexity AI to support sales teams with instant information when managing HubSpot deals and conversations.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

By integrating HubSpot CRM with Perplexity AI through Make, you can automatically enrich your customer data with AI-powered research and insights. For example, when a new lead enters your CRM, Make can trigger Perplexity AI to gather comprehensive market intelligence, company background, or industry trends about that prospect. This information flows directly back into HubSpot, giving your sales team instant context without manual research. You can also automate content creation for personalized outreach by having Perplexity AI generate relevant talking points based on your contacts' industries or pain points stored in HubSpot.

No coding skills are required. Make provides a visual, drag-and-drop interface that allows you to build integrations between HubSpot CRM and Perplexity AI without writing a single line of code. You select triggers from HubSpot (like 'new contact created' or 'deal stage changed'), connect them to Perplexity AI actions (such as 'search for information' or 'generate insights'), and map the data fields between the two apps. Make offers pre-built modules for both applications, and you can start with templates or build custom workflows from scratch using their intuitive scenario builder.

There are numerous powerful automation scenarios you can create: (1) Automatic lead enrichment - when a new contact is added to HubSpot, Perplexity AI researches the company and adds detailed insights to the contact record; (2) Competitive intelligence - trigger Perplexity AI to gather competitor information when a deal moves to negotiation stage; (3) Content personalization - use Perplexity AI to generate industry-specific talking points or news summaries for contacts before sales calls; (4) Market research automation - schedule regular Perplexity AI searches about your target industries and log findings as notes in relevant HubSpot companies. These automations save hours of manual research while ensuring your team always has current, relevant information.

Make offers a unique middle ground that combines flexibility with ease of use. Unlike HubSpot's native integrations which may be limited in customization, Make gives you complete control over workflow logic, data transformations, and multi-step automations. You can create complex scenarios involving conditional logic, data filtering, and even integrate additional apps beyond just HubSpot and Perplexity AI. Compared to building custom solutions, Make eliminates development time and maintenance costs - there's no code to write, no servers to manage, and no API documentation to parse. Plus, Make automatically handles API updates and maintains connections, so your integrations keep working reliably. You get enterprise-level automation capabilities at a fraction of the cost and time investment.