Create and use custom LLM workflow actions

Connect HubSpot with a supported large language model (LLM) provider to use the Use a custom LLM action in your workflows. This action lets you select from multiple supported LLM providers and models to generate outputs directly within a workflow.

For example, you can summarize information from a record, classify incoming data, or generate personalized content, then use the response to automate the next steps in your workflow.

After connecting an LLM provider, you can select a model and configure prompts directly within the workflow action.

Supported LLM providers

You can use the following LLM providers with the Use a custom LLM workflow action:

• OpenAI
• Anthropic (Claude)
• Cohere
• xAI (Grok)
• Google (Gemini)

Retrieve your LLM API key

To connect HubSpot to an LLM provider, you'll first need the API key from the LLM provider you want to use.

Please note: you must keep the API key secure, as it provides access to your LLM instance.

OpenAI API key

To connect your OpenAI account and HubSpot, a user with the role of owner in your OpenAI account must first retrieve your OpenAI API key:

1. Navigate to OpenAI. Then, sign up or log into your account. 
2. Retrieve your API key.
   

• • For existing projects, ensure you have the necessary permissions to use the API. 
  • Only organization owners can create new projects and generate the corresponding API keys. Learn more about the different roles and permissions in your OpenAI account.
  • Check that your API key is still valid and not expired. 

Anthropic API key

Before you can connect your Anthropic account to HubSpot, a user with the role of admin or developer in your Anthropic account must first retrieve your Anthropic API key: 

1. Navigate to https://console.anthropic.com to sign up or log into your Anthropic account. 
2. Access your Anthropic API key.

Cohere API key

Before you can connect your Cohere account to HubSpot, a user with the role of owner in your Cohere account must first retrieve your Cohere API key: 

1. Navigate to https://dashboard.cohere.com/ to sign up or log into your Cohere account. 
2. Access your Cohere API key. 

xAI API key

Before you can connect your xAI account to HubSpot, a user with API write permissions in your xAI account must first retrieve your xAI API key: 

1. Navigate to https://accounts.x.ai/sign-in to sign up or log into your xAI account. 
2. Access your xAI API key. 

Google (Gemini) API key

Before you can connect your Gemini account to HubSpot, you'll need to retrieve your Gemini API key first: 

1. Navigate to https://ai.google.dev/gemini-api/docs to sign up or log into your Gemini account. 
2. Access your Gemini API key. 

Add the Use a custom LLM action to a workflow

After retrieving the API key for your LLM provider, you can add the Use a custom LLM action to workflows in HubSpot. 

1. In your HubSpot account, click More, then navigate to Automation > Workflows. If More doesn't appear in your account, navigate to Automation > Workflows directly.
2. Click the name of an existing workflow or create a new workflow.
3. Set your enrollment triggers. 
4. Click the + plus icon to add an action.
5. In the left panel, search for and select the Use a custom LLM workflow action.
6. From the AI provider dropdown menu, click Connect for the AI provider you want to connect to.

7. In the dialog box, enter the API key for the LLM provider.

8. Click Connect to [LLM provider].

9. From the AI model dropdown menu, select the AI model you want to use for the API call. 
10. In the Prompt message field, enter your prompt. 
11. Click to expand the Advanced settings section. Then, configure the following: 

• • Temperature: the randomness of the generated text. Lower values will result in more predictable responses, while higher values will result in more creative responses.

• • Reasoning effort: the effort on reasoning. You can select from High, Medium, or Low. Higher values will result in more detailed responses but may take longer to generate.

12. At the top, click Save.

Manage your connected LLM account 

To uninstall an LLM app: 

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
   
2. Search for and click the app for the desired LLM provider. 
3. In the top right, click Actions > Uninstall. 

To reconnect your LLM account: 

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
   
2. Search for and click the app for the desired LLM provider. 
3. In the top right, click Actions > Reconnect app.