# HubSpot and Salesforce

Connect HubSpot or Salesforce so alfred_ can look up a contact, deal, company, account or opportunity next to the email thread it belongs to.

Source: https://get-alfred.ai/docs/connect/crm  
Updated: 2026-10-09

Connect your CRM and alfred_ can bring the client record into the conversation, so you don't switch tabs to answer "where does this deal stand?"

## Connecting

Open **Integrations → HubSpot** or **Integrations → Salesforce** and sign in with your CRM account.

## What you can ask

- "What stage is the Northside deal in?"
- "Who owns the Acme account in Salesforce?"
- "Pull up the HubSpot contact for the person who just emailed me"
- "Which of my open opportunities have I not emailed in two weeks?"

**HubSpot**: contacts, deals and companies. **Salesforce**: accounts and opportunities.

## Changes need your OK

alfred_ reads your CRM. It changes nothing there unless you ask and approve the change.

## In routines

Routines can use your CRM too: "every Monday, email me my open deals with no email activity in 10 days". See [Routines](https://get-alfred.ai/docs/routines).

## Related

- [Integrations](https://get-alfred.ai/docs/connect)
- [Routines](https://get-alfred.ai/docs/routines)