Home/Connect/Sierra × HubSpot
The agent
The system

Make Sierra act in HubSpot — safely

Sierra closes the conversation; Upware carries the outcome into HubSpot — updating deals, resolving tickets, and leaving a consent-respecting audit trail, with no manual handoff.

Request a demoSee the platform
Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The gap

Sierra stops at the HubSpot boundary

Sierra's agents converse and resolve well, but completing the outcome means acting in the CRM, billing, and order systems behind the conversation.

Three ways to close it

Only one is governed

Sierra alone
Acts in HubSpotNo
Governedn/a
Auditedn/a
Custom API glue
Acts in HubSpotSort of
GovernedYou build it
AuditedYou build it
Sierra + Upware
Acts in HubSpotYes
GovernedPolicy + RBAC
AuditedEvery action
In practice

From resolved chat to updated deal

A Sierra agent helps a mid-market prospect upgrade their subscription during a support conversation. The moment the customer confirms, Upware's on-prem bridge fires: it updates the deal stage in HubSpot, logs the interaction as a pinned note, and creates a closed ticket — all under RBAC controls that ensure only fields the agent is permitted to touch are written. Every change lands in the audit trail with timestamp and policy reference. The rep opens HubSpot three minutes later and finds the record already current.

The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

HubSpot has a well-documented API — why do we need Upware in between?
The API exists, but wiring it securely to an AI agent is a different problem. Upware records exactly which HubSpot actions Sierra is allowed to perform, wraps each call in policy and verification, and enforces RBAC so the agent can't overwrite fields it shouldn't touch. You get a governed execution layer with a full audit trail rather than a direct, ungoverned API connection.
How does Upware handle GDPR and CAN-SPAM requirements when Sierra updates contact or consent records in HubSpot?
Upware captures every write to contact and consent fields in its audit trail — what changed, when, under which policy, and triggered by which agent session. The on-prem bridge keeps customer data inside your network boundary during processing; nothing is stored in Upware's cloud. That gives your compliance team a documented chain of custody for every consent-relevant change without additional tooling.
Can Sierra act in HubSpot even if our HubSpot tier doesn't expose certain API endpoints?
Yes. Upware learns workflows by observing the actual UI and web requests, not just the published API surface. If a deal pipeline field or a custom object is reachable through the HubSpot interface, Upware can encapsulate that interaction as a governed AI skill and replay it deterministically — no API tier upgrade required.

Connect Sierra to HubSpot

See a governed action go from recorded workflow to live in days.

Request a demo