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Hubspot

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.

2 inputs

Batch Create or Update Contact

Creates or updates multiple HubSpot contacts in a single batch using their IDs or emails.

1 input

Create Associations

Creates batch associations between two specified HubSpot CRM object types to link related records.

5 inputs

Create Communication

Creates a new communication message via WhatsApp, LinkedIn, or SMS within HubSpot engagements.

4 inputs

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.

1 input

Create Deal

Creates a new sales deal in Hubspot with specified properties and associations

3 inputs

Create Engagement

Creates a new engagement record associated with a specific contact in HubSpot CRM.

5 inputs

Create Lead

Creates a new lead record in Hubspot with specified details to initiate contact management.

1 input

Create Meeting

Creates a new meeting record in HubSpot with optional links to contacts, companies, or deals.

4 inputs

Create Task

Creates a new task in HubSpot to manage and track follow-up actions within CRM engagements.

4 inputs

Create Ticket

Creates a new support or service ticket in Hubspot CRM to track customer issues or requests.

3 inputs

Create or Update Contact

Creates a new contact or updates an existing contact record in HubSpot CRM.

1 input

Enroll Contact Into Workflow

Enrolls a specified contact into a designated contact-based workflow within HubSpot Marketing Enterprise.

2 inputs

Get Associated Meetings

Retrieves meetings linked to a specified contact, company, or deal with optional filters by meeting time.

5 inputs

Get Company

Retrieves detailed information for a specific company record in HubSpot CRM using its unique company ID.

1 input

Get Contact

Retrieves detailed information for a specific contact in HubSpot by contact ID.

1 input

Get Deal

Retrieves detailed information about a specific deal in HubSpot using its unique deal ID.

1 input

Get File Public URL

Retrieves a publicly accessible URL for a file uploaded via a Hubspot form to enable easy sharing and access.

2 inputs

Get Meeting

Retrieves detailed information of a single meeting in HubSpot using its unique meeting ID

1 input

Search CRM

Search and retrieve detailed records across multiple HubSpot CRM objects including companies, contacts, deals, and custom objects.

3 inputs

Update Company

Updates the details of an existing company record in Hubspot's CRM.

1 input

Update Contact

Updates the specified contact's details in Hubspot CRM with new property values

1 input

Update Custom Object

Updates properties of an existing custom object record in Hubspot to reflect the latest information.

2 inputs

Update Deal

Updates the properties of an existing deal in Hubspot to reflect new or changed information.

1 input

Update Lead

Updates the properties of an existing lead record in Hubspot CRM using provided data.

1 input