GreenWeka talks to HubSpot
HubSpot MCP connector

Ask HubSpot anything,
by voice or chat.

The GreenWeka Assistant connects your HubSpot to GreenWeka's voice agent and dashboard chat. Ask who your contacts are, what is in the pipeline, what is overdue; log notes, add tasks, add contacts and open deals without typing. Every request runs under your own HubSpot login and permissions.

Connect it in two minutes Start free trial

Included on every GreenWeka plan. Works with any HubSpot tier, including free. Listed on the HubSpot App Marketplace.

What you need

A GreenWeka account.
A HubSpot login. That's it.

The Assistant is included on every GreenWeka plan, and the free trial has it too. On the HubSpot side any tier works, including free. If your HubSpot account has a super admin, they may need to approve the connector the first time it is installed in your portal.

Ask → "Who are my contacts in HubSpot?" "What HubSpot tasks are overdue?"
Log → "Note on Sarah's deal: she approved the quote." Written, read back, done.
Open → a new deal or a new contact, confirmed with you first, assigned to you.

Everything the Assistant does with HubSpot

Answers from your records in seconds Who your contacts are, what is in HubSpot for a customer, which deals are open, who a deal is assigned to. By voice from your phone, or in chat on your desktop.
Tasks, with the overdue ones flagged Open, completed, assigned to you, due this week: ask the way you would ask a colleague and get the list with due dates and owners.
Notes without typing After a call or a site visit, say what happened. It lands as a note on the right contact and their deal, and the Assistant reads it back so a mishear is caught on the spot.
Follow-ups as HubSpot tasks "Add a HubSpot task to send the invoice on Friday." Assigned to you, linked to the contact and deal, due when you said.
New deals and contacts, confirmed first Give a deal a name and an amount; the Assistant reads it back and opens it once you say yes. Add a person by voice and it checks for an existing email or phone before creating anyone.
Your permissions, not ours Built on HubSpot's MCP connector. The Assistant can only see and change what your own HubSpot login can, and every record it writes is attributed to you.

Setup guide

Connected in under two minutes.

Four steps. We'll walk you through it personally if you'd rather; we onboard every customer.

01
Open Active Connections

On your GreenWeka dashboard, open the Active Connections panel and choose HubSpot Assistant. You can also start from the Install button on the HubSpot App Marketplace; it brings you here. No GreenWeka account yet? Start a free trial first.

02
Sign in to HubSpot

Standard HubSpot sign-in, in a new window. Your HubSpot password stays with HubSpot; GreenWeka never sees it. If you belong to more than one HubSpot account, pick the one the Assistant should use.

03
Review and approve

HubSpot shows the permissions the Assistant works with; what it uses, and why, is listed just below. Click Connect.

04
Ask it something

You're back on your dashboard with HubSpot Assistant showing as active. Try: "Who are my contacts in HubSpot?", "What's in HubSpot for Sarah?", "What HubSpot tasks are overdue?", "Tell me more about the Smith deal", "Note on Sarah's deal: she approved the quote", "Add a HubSpot task to send the invoice on Friday", "Add Sam Lee to HubSpot, [email protected]". Nothing else to configure.

What the Assistant can access, and why

Only what it uses.

Contacts: read & write Finding people to answer your questions, listing your contacts, and adding a new contact when you ask, with a check for duplicates first.
Deals: read & write Answering pipeline questions, and opening a new deal only after the Assistant has read it back and you have said yes.
Notes and tasks: read & write Showing you what is due, overdue or done, and writing the notes and tasks you dictate onto the right contact and deal.
Owners: read only Saying who a deal or task is assigned to, and assigning everything the Assistant creates to you.
About the consent screen. HubSpot derives the permission list from the tools its connector exposes, so the screen may list more than the Assistant uses. The Assistant only ever sees and changes what your own HubSpot login can see and change, and every record it writes is attributed to you.
Two connections, one dashboard. The GreenWeka Assistant is separate from GreenWeka for HubSpot, which logs your calls and emails into HubSpot automatically. Use either one on its own or both together; they are connected separately from the same panel.
Disconnecting takes one click: GreenWeka dashboard → Active Connections → HubSpot Assistant → Disconnect. You can also uninstall GreenWeka Assistant from the HubSpot side at any time under Settings → Integrations → Connected Apps. Either one ends the Assistant's access immediately. Nothing already written to your HubSpot is removed; it's your data.
Something not right? If the Assistant says HubSpot is not connected, reconnect from Active Connections. If a question comes back empty that shouldn't, check you connected the HubSpot account you expected. Then email [email protected]. A person answers, same-day, NZ business hours.

Book a demo.

Fifteen minutes. We'll show you what it is like to ask your HubSpot a question and have it answer.

We'll get back to you same-day, NZ business hours.

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