HubSpot CRM | AI Agent Tools

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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

Inputs

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 List

7 inputs

Convert an active list to a static list in HubSpot CRM

Inputs

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 List

4 inputs

Create a new list in HubSpot CRM.

Inputs

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.

Inputs

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 Contacts

4 inputs

Get a list of all contacts in HubSpot.

Inputs

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 List Name

2 inputs

Update the name of an existing list.

Inputs

listId

The unique ILS list ID of the list to update.

listName

The new name of the list.

About HubSpot CRM

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

Inputs

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 List

7 inputs

Convert an active list to a static list in HubSpot CRM

Inputs

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 List

4 inputs

Create a new list in HubSpot CRM.

Inputs

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.

Inputs

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 Contacts

4 inputs

Get a list of all contacts in HubSpot.

Inputs

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 List Name

2 inputs

Update the name of an existing list.

Inputs

listId

The unique ILS list ID of the list to update.

listName

The new name of the list.