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Use Hubspot with AI Agents
hub.com
Comprehensive CRM and business growth platform that streamlines marketing, sales, service, and operations to enhance customer relationships and automate workflows.
HubSpot is an all-in-one customer relationship management (CRM) platform designed to help businesses manage contacts, sales pipelines, marketing campaigns, customer service, and operational workflows. It offers a free CRM foundation that supports contact and deal management, email tracking, meeting scheduling, and live chat, enabling companies to centralize customer data and interactions. The Marketing Hub automates lead nurturing, segmentation, and email marketing, while the Sales Hub focuses on pipeline automation, deal tracking, and sales performance analytics. Service Hub provides tools for ticketing, customer feedback, and knowledge base management to improve customer support. Operations Hub streamlines data syncing and workflow automation across teams, ensuring efficient business processes and unified customer information for better decision-making.
Agent Actions with Hubspot
These are the specific actions that AI agents can perform with this tool
Add Contact to List
Adds a specified contact to a designated static list within HubSpot for targeted marketing and organization.
Batch Create or Update Contact
Creates or updates multiple HubSpot contacts in a single batch using their IDs or emails.
Create Associations
Creates batch associations between two specified HubSpot CRM object types to link related records.
Create Communication
Creates a new communication message via WhatsApp, LinkedIn, or SMS within HubSpot engagements.
Create Company
Creates a new company record in Hubspot CRM with specified properties
Create Custom Object
Creates a new custom object definition in Hubspot CRM to store and manage unique business data.
Create Deal
Creates a new sales deal in Hubspot with specified properties and associations
Create Engagement
Creates a new engagement record associated with a specific contact in HubSpot CRM.
Create Lead
Creates a new lead record in Hubspot with specified details to initiate contact management.
Create Meeting
Creates a new meeting record in HubSpot with optional links to contacts, companies, or deals.
Create Task
Creates a new task in HubSpot to manage and track follow-up actions within CRM engagements.
Create Ticket
Creates a new support or service ticket in Hubspot CRM to track customer issues or requests.
Create or Update Contact
Creates a new contact or updates an existing contact record in HubSpot CRM.
Enroll Contact Into Workflow
Enrolls a specified contact into a designated contact-based workflow within HubSpot Marketing Enterprise.
Get Associated Meetings
Retrieves meetings linked to a specified contact, company, or deal with optional filters by meeting time.
Get Company
Retrieves detailed information for a specific company record in HubSpot CRM using its unique company ID.
Get Contact
Retrieves detailed information for a specific contact in HubSpot by contact ID.
Get Deal
Retrieves detailed information about a specific deal in HubSpot using its unique deal ID.
Get File Public URL
Retrieves a publicly accessible URL for a file uploaded via a Hubspot form to enable easy sharing and access.
Get Meeting
Retrieves detailed information of a single meeting in HubSpot using its unique meeting ID
Search CRM
Search and retrieve detailed records across multiple HubSpot CRM objects including companies, contacts, deals, and custom objects.
Update Company
Updates the details of an existing company record in Hubspot's CRM.
Update Contact
Updates the specified contact's details in Hubspot CRM with new property values
Update Custom Object
Updates properties of an existing custom object record in Hubspot to reflect the latest information.
Update Deal
Updates the properties of an existing deal in Hubspot to reflect new or changed information.
Update Lead
Updates the properties of an existing lead record in Hubspot CRM using provided data.