About HubSpot CRM
HubSpot CRM provides businesses with a centralized database to store and manage all customer information, enabling teams to have a unified and up-to-date view of each customer. It streamlines sales processes with visual pipeline tracking, deal management, and automated reminders, helping sales teams close deals more efficiently. The platform also supports marketing and customer service efforts by automating email campaigns, tracking customer interactions across channels, and personalizing outreach based on customer behavior. Its integration with common email clients and automation tools reduces manual tasks and improves communication timing. Overall, HubSpot CRM enhances customer experience, increases team productivity, and supports business growth by aligning sales, marketing, and service teams around a single source of truth.
Available Actions
These are the specific actions that AI agents can perform with this tool
Bulk Add Contacts to List
3 inputs
Bulk add existing contacts to a list in HubSpot by contact ID or email
list_id
ID of the list to which contacts will be added
vids
List of contact IDs (VIDs) to add to the list
emails
List of email addresses of contacts to add to the list
Convert an active list to a static list in HubSpot CRM
listId
The unique identifier of the list to be converted.
conversionType
The type of conversion to perform. Use 'CONVERSION_DATE' to specify a future conversion date, or 'INACTIVITY' to convert based on a period of inactivity.
year
The year to schedule the conversion for a specific date.
month
The month to schedule the conversion for a specific date.
day
The day to schedule the conversion for a specific date.
timeUnit
The unit of inactivity time to trigger the conversion.
offset
The amount of inactivity time after which the list is converted.
Create a new list in HubSpot CRM.
name
The name of the list to be created.
objectTypeId
The ID that corresponds to the type of object stored by the list.
processingType
Type of list processing, determines how records are managed in the list.
filterBranch
Configuration for branching logic for DYNAMIC and SNAPSHOT lists.
Fetch Contacts List
3 inputs
Fetch a list of contacts from the HubSpot account.
hapikey
API key for authenticating API requests if OAuth isn't used.
count
The number of contacts to return in each response.
offset
Used to page through more than 100 contacts.
Get a list of all contacts in HubSpot.
properties
A comma separated list of the properties to be returned in the response. Omit to return default properties.
propertiesWithHistory
A comma separated list of property names for which to return current and historical values. Omit to exclude property history.
associations
A comma separated list of objects to retrieve associated IDs for. Omit to not include associations.
access_token
The OAuth access token for the authenticated HubSpot user. Passed as Authorization: Bearer {access_token}.
Update the name of an existing list.
listId
The unique ILS list ID of the list to update.
listName
The new name of the list.