HubSpot Gemini Connector Guide
The HubSpot connector for Google Workspace Gemini lets you securely bring your CRM data into Gemini side panels and chats so sales, marketing, and service teams can work faster with AI-driven context from HubSpot records.
This step-by-step guide walks you through how to install the connector, approve data sharing, and control exactly which HubSpot objects are available inside Gemini.
What the HubSpot Gemini Connector Does
With the Gemini connector, you can surface CRM data directly in Google Workspace experiences. Once connected, Gemini can reference HubSpot objects when generating responses, so your teams see richer context without switching tabs.
Supported object types you can make available include:
- Contacts
- Companies
- Deals
- Tickets
- Notes
- Calls
- Tasks
- Meetings
- Products
- Feedback submissions (for example, NPS surveys)
Admins fully control what Gemini can access and can revoke or adjust access at any time from within HubSpot.
Prerequisites for Using HubSpot with Gemini
Before you begin, make sure your account and users meet the basic requirements. A few items are specific to HubSpot, while others relate to Google Workspace access.
Required HubSpot user permissions
To set up and manage the connector, a user must have:
- Super admin permissions in HubSpot, or
- App Marketplace access plus permission to install or edit connected apps.
Other HubSpot users do not need installation permissions; they just need normal permission to view records that Gemini may surface.
Required Google Workspace access
Each user who wants to use Gemini with CRM data must:
- Have an active Google Workspace account.
- Have access to Google Workspace Gemini in their organization.
The connector relies on a secure connection between HubSpot and Google, subject to both platforms’ authentication and data sharing rules.
How to Install the HubSpot Gemini Connector
Installation is done once per HubSpot account by an authorized admin from the App Marketplace. The process links your CRM data to Google Workspace so Gemini can request information when needed.
Step 1: Open the App Marketplace in HubSpot
- Sign in to your HubSpot account with an admin user.
- In the main navigation bar, click Marketplace (the storefront icon).
- Select App Marketplace to open the directory of available apps and connectors.
Step 2: Find the Gemini connector
- In the search bar, type Gemini or Google Workspace Gemini.
- Select the app listing for the Gemini connector that integrates with HubSpot.
- Review the app overview, requested permissions, and data access description.
Step 3: Connect HubSpot to Gemini
- Click Install app or Connect app on the app listing.
- Follow the prompts to sign in with your Google account if required.
- Review the data sharing consent screen carefully to see which HubSpot objects may be synced.
- Confirm and authorize the connection so HubSpot can share eligible data with Gemini when requested.
After a successful installation, you will be redirected back to HubSpot and can move on to configuration.
Configure Data Sharing Between HubSpot and Gemini
Once installed, you decide which CRM objects Gemini can see. Configuration happens in the connected app settings inside HubSpot.
Access the HubSpot connector settings
- In HubSpot, click the settings gear icon in the main navigation.
- In the left sidebar, navigate to Integrations > Connected apps.
- Find the Gemini connector in the list and click it to open configuration options.
Choose which HubSpot objects Gemini can access
In the app settings, you will see options to control data availability. Typical configuration steps include:
- Select which object types Gemini can reference, such as contacts, companies, deals, and tickets.
- Confirm whether Gemini can access associated activities like notes, calls, meetings, tasks, and feedback submissions.
- Review any additional toggles for products or custom objects, if available for your HubSpot subscription.
Save your changes so the connector uses your latest preferences whenever Gemini requests CRM context.
Understand data visibility from HubSpot
Gemini can only access data that users are already allowed to see in HubSpot. Record-level permissions and data visibility rules in your CRM still apply. The connector does not override existing security settings; it just allows Gemini to use permitted data to generate responses.
Using HubSpot CRM Data in Gemini
After the connector is installed and configured, eligible users can start using CRM data in Gemini within Google Workspace surfaces such as side panels and chat experiences.
View HubSpot context in Gemini side panels
When you open Gmail, Docs, or other supported apps with Gemini enabled, a side panel may appear that can reference your CRM. Based on your configuration, Gemini can show or use:
- Contact details from HubSpot when you are working with an email address that exists in your CRM.
- Related companies, deals, or tickets to provide business context.
- Recent activities such as notes, calls, or meetings associated with that record.
Gemini uses this data to provide suggestions or summaries while respecting your HubSpot access controls.
Use HubSpot data in Gemini chats
Users can ask Gemini questions that involve CRM records, depending on how the connector is configured. Common scenarios include:
- Summarizing a contact’s history stored in HubSpot.
- Listing active deals for a specific company.
- Reviewing ticket details and recent feedback submissions.
When you ask a question that requires CRM context, Gemini sends a secure request through the connector to retrieve only the data you are allowed to see in HubSpot.
Manage or Disconnect the HubSpot Gemini Connector
Admins can change connector settings or fully disconnect the integration whenever needed.
Update HubSpot data access controls
- Go to Settings > Integrations > Connected apps in HubSpot.
- Select the Gemini connector.
- Adjust which objects are shared, disabling any categories you no longer want Gemini to access.
- Save your changes to immediately update Gemini’s allowed data scope.
Disconnect HubSpot from Gemini
If you no longer want Gemini to use CRM data:
- Open the Gemini connector settings in HubSpot from the Connected apps page.
- Click Disconnect or the relevant option to remove the integration.
- Confirm the disconnection when prompted.
After disconnecting, Gemini will no longer be able to request or reference data from HubSpot.
Privacy, Security, and HubSpot Data Controls
The integration is designed so admins remain in control of how CRM information is used. A few important points about security and privacy:
- HubSpot record permissions still apply, even when data is surfaced through Gemini.
- Only selected object types are shared with Gemini, based on your configuration.
- You can stop sharing at any time by updating or disconnecting the connector.
For detailed, up-to-date information straight from the platform, review the official documentation on the HubSpot Gemini connector.
Next Steps for Optimizing Your HubSpot and Gemini Setup
After initial setup, consider how to get more value from the integration:
- Train users on which HubSpot objects are available in Gemini so they can ask better questions.
- Regularly review access settings as your CRM or security policies evolve.
- Align sales, marketing, and support playbooks with the new Gemini-assisted workflows.
If you want broader help improving your CRM deployment, AI workflows, and analytics, you can explore specialized consulting resources such as Consultevo to enhance how you use HubSpot in your organization.
By carefully configuring the connector and aligning it with your existing CRM strategy, you can safely bring HubSpot data into Google Workspace Gemini, helping teams work faster with AI while preserving strong data governance.
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