Home / Integrations / HubSpot

AI tools that integrate with HubSpot

5 tools name HubSpot as an integration on their own website. Integration depth varies, so confirm sync direction and fields with the vendor.

Verified 2026-11-04

Compared

ToolPublic pricingIntegrationsSecurity / compliance claimsVisit
Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo.
↗ jump.ai/pricing
Verified 2026-11-04
Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Schwab, Zoom, Microsoft Teams, Google Meet, HubSpot, Practifi, Holistiplan, Box, Zapier, Advyzon, Asset-Map, Slack, Webex
↗ jump.ai/integrations
SOC 2 Type II (security page); Says recording is optional, not required; Penetration testing and SSO mentioned on security page
↗ jump.ai/security
Visit
Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo.
↗ zocks.io/pricing
Verified 2026-11-04
Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Zoom, Microsoft Teams, Google Meet, Outlook, Gmail, HubSpot, Practifi, Holistiplan, Smarsh, Global Relay, Box, Egnyte, SharePoint, Zapier, Microsoft Dynamics, Webex, ChatGPT, Claude
↗ zocks.io/all-integrations
SOC 2 Type II (pricing FAQ); Says client conversations are never recorded; Says no LLMs hold or train on your data
↗ zocks.io/pricing
Visit
Free plan. Premium $16–$20/user/mo. Team $15–$19 and Business $25–$34/user/mo (2-user minimum). Enterprise: talk to sales.
↗ fathom.ai/pricing
Verified 2026-11-04
Zoom, Microsoft Teams, Google Meet, Salesforce, HubSpot, Zapier, Slack, ChatGPT, Claude
↗ fathom.ai/integrations
SOC 2 Type II, GDPR and HIPAA mentioned on homepage
↗ fathom.ai
Visit
Essentials from $69/mo (AI notetaking, scheduling, reminders, compliance). Next tier from $132/mo.
↗ greminders.com/pricing
Verified 2026-11-04
Redtail, Wealthbox, Salesforce, Advyzon, HubSpot, Practifi, Outlook, Google Calendar, Zoom, Microsoft Teams
↗ greminders.com/integrations
Says 'GReminders and its Data Center Provider' meet ISO 27001 and SOC 1/2/3 Type II; HIPAA BAA available
↗ greminders.com/security
Visit
No public pricing found on the vendor pages we checked (demo/quote).
↗ fintrx.com
Verified 2026-10-26
Salesforce, HubSpot, Microsoft Dynamics, Claude, ChatGPT
↗ fintrx.com/crm-integrations
SOC 2 Type 2 attested
↗ fintrx.com/security
Visit

Weekly newsletter

The Advisor AI Changelog

One short email a week on what changed in advisor AI tools: prices, integrations and security, with a source for every item.

Free. Weekly. Unsubscribe anytime.

Related