Integration · AI and CRM
Connect your CRM to your client projects, with no pointless double entry.
The AI agent reads HubSpot. Breakcold numbers flow into Reporting. Here’s what that does, and what it doesn’t.
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The short answer
XTablo connects to two CRMs in two different ways. HubSpot is read by the AI agent (beta), which only writes after a team member approves. Breakcold connects with an API key: your CRM numbers flow into the project’s Reporting tab. XTablo is compatible with these tools, but it isn’t their partner and doesn’t replace them.
Updated October 21, 2026
What are HubSpot and Breakcold good for with XTablo?
Your CRM holds the sales relationship: prospects, stages, meetings. XTablo holds the production relationship with the signed client: project, steps, deliverables, discussion. They don’t do the same job.
The connection saves you from juggling both: the AI agent can look up information in HubSpot, and Breakcold numbers can show up in the project’s Reporting.
How does the AI agent use HubSpot?
XTablo’s AI agent (beta) can read your HubSpot. It can use that information to help with your follow-up work. It only writes after a member of your team approves, never on its own.
This is a Studio-side read, reserved for your team. Your client doesn’t see your HubSpot.
How do you bring Breakcold numbers into Reporting, step by step?
The connection uses an API key, project by project.
- In Breakcold, get your API key.
- In XTablo, open the relevant project.
- Open the Reporting tab and pick the Breakcold connection.
- Paste the API key.
- Breakcold CRM numbers flow into the project’s Reporting.
- Choose what your client sees for this project.
What does your client see?
Only what you decide to show, project by project, in a space under your logo (the client portal). Your CRM, your prospect records and your internal notes stay with you.
Which teams is it useful for?
Social media agencies and content agencies that do outreach for their clients or track their own pipeline next to their projects, as well as coaches.
If you just need to show a specific number to a client, you can also push any number into Reporting through CSV import, the public API v1 or the AI connector.
What are the limits?
The two connections don’t have the same scope, so let’s be clear about it.
- HubSpot: read by the AI agent (beta). It doesn’t feed Reporting.
- Breakcold: numbers flow into Reporting. XTablo doesn’t replace your CRM.
- Writing: the AI agent only writes after a member approves.
- No full sync of contact records between the tools.
How to get started
- 1For HubSpot, turn on the AI agent connection (beta).
- 2For Breakcold, get your API key.
- 3Open the project in XTablo, Reporting tab.
- 4Paste the API key.
- 5Check the numbers that came in.
- 6Choose what your client sees.
Who uses HubSpot and Breakcold with XTablo
A step-by-step guide for each type of agency: stages, tools, weekly routine.
FAQ
Is this an official HubSpot or Breakcold integration?
No. XTablo is compatible with HubSpot through the AI agent’s read access, and with Breakcold through an API key. XTablo is not a partner of either.
Does XTablo replace my CRM?
No. Keep HubSpot or Breakcold for prospecting. XTablo handles client projects.
Does the AI agent change my HubSpot?
It reads it. It only writes after a member of your team approves.
Does my client see my CRM data?
No, except for the numbers you choose to display in a project’s Reporting.
How much does it cost?
From €49/month (about $55) for Freelance, €79/month (about $89) for Agency. Prices exclude taxes, no commitment, 7-day trial (card required). See pricing.
A CRM to sell. A portal to deliver. Both pulling the same way.
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