Keep customer context useful beyond the support conversation. HubSpot tools through Composio let a Gleap Custom Agent find contacts and companies and create a CRM note when you enable that action.
Find the right customer record
The toolkit supports contact and company searches with filters. Your workflow can use those searches to identify the record related to a customer conversation and gather the properties needed for the next step.
For example, an agent could prepare an account handoff from a support discussion, then record a concise note for the team managing that relationship. Define what belongs in the note and which customer record it should be associated with.
Keep the note connected
The note action supports associations to CRM records, including contacts and companies. Creating an unassociated note is different from attaching context to the account your team will open later.
Add HubSpot from your custom agent’s tools and complete the account connection. Inspect the available actions and test a known contact or company. Set the lookup criteria and record associations before enabling a workflow that writes notes.
The HubSpot toolkit reference documents searches, note properties, and associations. For sending Gleap tickets to a HubSpot support pipeline, use the native HubSpot integration. Build a custom agent when you want a defined CRM lookup and handoff around the customer conversation.
