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Crafted with HubSpot

Orgplexity®

Organise agentic complexity

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AI Governance for HubSpot Users

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A New Framework for Human-AI Collaboration

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Signal Based Prospecting, plus AI

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Turn AI conversations into revenue

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Sierra Integration with HubSpot

Conversations meet context...

Sierra + HubSpot

Sierra Integration with HubSpot connects AI customer service agents with your CRM, giving every conversation full context, feeding outcomes back into your customer record, and keeping AI activity properly governed.

Get Started with Your Integration Today

Success Story

Industry:
Banking & Financial Services
Company Name:
Capital on Tap
Company Location:
UK
Company Size:
750

Sierra connected to HubSpot

  • Your Sierra AI agents connect to HubSpot, surfacing every customer conversation, intent, and resolution on the right contact record
  • Account history, ticket status, and lifecycle stage from HubSpot feed Sierra in real time, so the AI agent has full context before the customer says hello
  • Conversations resolved by Sierra automatically update HubSpot tickets, contacts, and properties — your service data stays current without human re-keying

Sierra connected to HubSpot

Sierra

Mapping your accounts and data flows

  • Conversation transcripts, intents, sentiment scores, and resolution outcomes are mapped from Sierra to HubSpot on a defined schedule or in real time
  • Custom Sierra agent skills and policy outputs map to HubSpot properties through bespoke middleware where needed
  • Data transformation rules handle the complexity between Sierra's conversational structure and HubSpot's ticket and contact model cleanly

Mapping your accounts and data flows

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Configuration complete

  • Every Sierra interaction is visible on the right HubSpot contact and ticket from day one — no parallel system, no missed context
  • Service teams pick up where Sierra left off inside HubSpot, without needing direct Sierra access or training
  • ISO 27001-certified data handling and AI governance principles ensure customer conversations are managed to the highest security and oversight standards

Configuration complete

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People love their experience

Plus Business and Capital on Tap

Elisa and Martin, have been a pleasure to work with. They quickly respond to queries and take the time to explain how to implement the changes or reports we require. They took the time to understand how we want the CRM to perform. I Would highly recommend them.

Michael Mathlin
Business Development Manager

Simple 'step by step' process...

Step 1
Consultation

Discuss your business needs and integration goals.

Step 2
Data Mapping

We carefully analyse your current system structure and map it to HubSpot.

Step 3
Integration

Using a sandbox, we build a prototype of the integration, ensuring no disruptions to your operations.

Step 4
Quality Assurance

Every detail is double-checked for accuracy and functionality.

Step 5
Launch & Support

We train your team - with ongoing support is provided to ensure a smooth process upgrade.

Hubspot Custom Integration

HubSpot Custom Integrations
Accredited

Technical digital projects require skill and experience to deliver on time & on budget. We have a track record of both.

Ready to discuss your HubSpot project?

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Quality assured, by HubSpot and ISO

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