Pilot + HubSpot: a CRM with two-way AI

What HubSpot does with Pilot

First things first: Pilot is an AI-driven, end-to-end business system, turnkey out of the box. It already includes native CRM, sales, marketing, communication, HR, IT, and operations modules, so you don't need other software to run your company. If you also use HubSpot, Pilot connects to it and orchestrates it with AI: it never asks you to migrate or abandon what you've already built.

HubSpot is the CRM most used by fast-growing sales teams. It has a polished interface, powerful automations, and an enormous ecosystem, along with one problem: every hour your team doesn't log data, the pipeline loses accuracy. And logging data is exactly what salespeople least want to do.

Pilot connects to HubSpot via a Private App Token and syncs deals, contacts, companies, and activities both ways. What changes isn't HubSpot, it's how it gets filled. Pilot's AI writes email follow-ups, moves pipeline stages, logs call notes, and schedules tasks in HubSpot based on what your team does across other channels (WhatsApp, corporate email, transcribed calls).

The result: HubSpot stays the source of truth for your sales team, but it stops being the place where the work happens. Your team operates from Pilot (or from WhatsApp, through an agent), and HubSpot receives clean, up-to-date data.

What you can do

Two-way sync of deals, contacts, companies, and activities every 5 minutes.
The AI writes follow-up emails based on the contact's history in HubSpot.
Move pipeline stages from WhatsApp with a message to Pilot's assistant.
Log call notes in HubSpot from automatic transcriptions (Zoom, Meet, Teams).
Create new deals in HubSpot when an AI agent detects buying intent over WhatsApp or webchat.
Query your real HubSpot pipeline over WhatsApp ('show me this month's deals in negotiation').
Assign automatic tasks in HubSpot when a customer replies to an email after N days of silence.
Detect stalled deals and propose a rescue action to the responsible rep.
Consolidated Pilot + HubSpot reporting: revenue by rep, conversion by stage, average time in each stage.

Pilot modules that connect

CRM

Customers

One contact database, no duplicates, enriched by AI.

Sales

Sales board with live revenue and real-time alerts.

Customer tracking

Commercial memory: AI remembers every interaction with every customer.

Email

A unified inbox with AI that prioritizes, summarizes, and drafts.

Approvals

Approval flows that move themselves, right from WhatsApp.

If I already have HubSpot, is it worth adding Pilot?

If your team uses HubSpot and logs data religiously, you don't need Pilot. If your team uses HubSpot but half the pipeline doesn't reflect reality because nobody logs the calls, the informal emails, or the WhatsApp chats, then Pilot makes sense. The AI layer fills the gaps your team doesn't, without asking them to switch tools.

Compared with HubSpot's native AI offering (Breeze): Pilot operates cross-tool. Beyond HubSpot, it reads and writes in corporate email, WhatsApp, calendar, and meeting transcriptions, and consolidates everything into a single view of the customer. Breeze operates only inside HubSpot.

Use cases where this integration shines

Teams that connect this tool with Pilot usually start with these scenarios.

Industries where this integration is most popular

Sectors with the highest combined adoption of this tool and Pilot.

How to connect it

In HubSpot, go to Settings > Integrations > Private apps and create a Private App with the CRM scopes (contacts, deals, companies, activities).
Copy the token HubSpot generates (it starts with 'pat-na1-...').
In Pilot, go to Settings > Integrations > HubSpot and paste the token.
Pilot runs a connection test and shows you how many contacts, deals, and companies it detected.
Choose the sync direction you want (read-only, write-only, two-way). Two-way is recommended.
Save, and Pilot starts syncing in the background. You'll see the first data in under 5 minutes.

Frequently asked questions

Does Pilot replace HubSpot?

No. Pilot connects to HubSpot via API and adds an AI layer on top. HubSpot remains your CRM. Your team decides whether to keep working inside HubSpot, inside Pilot, or from WhatsApp with the AI agent. Every path ends up reflected in HubSpot.

Is it secure? What data does Pilot share with HubSpot?

The integration uses OAuth or a Private App Token with minimal scopes. Pilot only reads and writes what you allow. Data travels over encrypted channels (TLS 1.3), and Pilot doesn't store copies of your contacts outside your account; it uses the HubSpot API as the source of truth.

What happens if I cancel Pilot? Do I lose my HubSpot data?

No. HubSpot stays yours with all its data. Pilot only added the AI layer and the sync with other channels. If you cancel, HubSpot is left intact.

Do I need a HubSpot enterprise plan?

No. The integration works with any HubSpot plan that allows Private Apps (Starter, Professional, Enterprise). If you're on the Free plan, you can use OAuth with limited scopes.

How long does the initial sync take?

It depends on the size of your database. For an account with 5,000 contacts and 500 deals, the first full sync takes between 10 and 20 minutes. Incremental syncs after that run every 5 minutes.

Can I choose which objects to sync?

Yes. You can enable or disable sync per object (contacts, companies, deals, tickets, activities, notes). The most common setup is to enable everything in two-way mode so the AI has full context.

Connect HubSpot to Pilot in 5 minutes

Book a demo and we'll show you the integration live: how the setup works, what data it syncs, and how the AI starts operating HubSpot for your team from day one.

Request a demo

Pilot + HubSpot: the AI that runs your CRM without replacing it