HubSpot is one of the CRMs Filed connects to. Ask Filed about a client's contacts and recent activity while you work on their return, and the answer comes from the records your firm already keeps. Routines can run the same lookups on a schedule.
Read access is always on, and Filed only sees what the connected HubSpot user can see. Write access is a separate switch for approved record updates. It is built for supervised CRM hygiene, so bulk changes stay off the table.
How it works
- Review client relationship and activity context
- Look up contacts, companies, and deals
- Prepare approved record updates when Write is enabled
- Automate CRM checks with Routines
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Hubspot information for [client name] for [date range].
Find records in Hubspot that need review before [deadline].
With write access enabled, prepare the approved Hubspot update and show the proposed changes first.
The questions firms ask us
Sign in through Filed's integration provider, Composio, with a user who can access the contacts, companies, and deals you need, then approve access to the right portal.
Filed only sees what the connected user can see. Review that user's HubSpot permissions and team access.
Only when your firm enables Write on the connection, and only for approved updates. Manage sensitive data through HubSpot's own roles.