Case study

Keeping HubSpot in sync with Modiva

A look at how teams use Modiva to connect HubSpot CRM — keeping contacts and deals in sync across their stack and giving AI agents safe, scoped access — without building and maintaining a custom integration.

This is a representative example of the Modiva + HubSpot workflow. Have a story to share? Tell us and we’ll feature it here.

The challenge

Teams that run revenue operations on HubSpot rarely run only on HubSpot. Keeping the CRM as the source of truth usually means:

• Contacts and deals created in other tools never made it back into HubSpot without manual copy-paste or brittle one-off scripts.
• Each new automation meant re-learning HubSpot's OAuth, token refresh and rate limits from scratch.
• AI assistants and internal agents had no safe, scoped way to read or update CRM records.

The approach with Modiva

1. 1

   One connection, not a custom integration

   The team connects HubSpot to Modiva once through HubSpot's own OAuth consent screen. Modiva stores the scoped token encrypted at rest and refreshes it automatically — no credentials in code, no cron job babysitting expiry.

2. 2

   Contacts & deals over a unified API

   Instead of writing against HubSpot's REST API directly, the team calls Modiva's unified contacts and deals tools. The same request shape works across every CRM and channel Modiva supports, so adding the next system is a connection, not a rewrite.

3. 3

   CRM access for AI agents via MCP

   An MCP key exposes the same typed tools to AI assistants and internal agents. The team's agents can look up a contact, log a deal, or enrich a record — with scopes the team controls and can revoke at any time.

The outcome

• HubSpot stays in sync without anyone maintaining bespoke integration code.
• New CRM automations ship in hours, reusing the same contacts/deals tools rather than re-implementing OAuth.
• AI agents read and write CRM data through scoped, revocable access — never raw API keys.