About Hubspot
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.
AI Agent Use Cases
• AI agents can autonomously manage and update contact records by enriching data and logging communications within HubSpot's CRM, reducing manual data entry. They can automate lead qualification and segmentation workflows in the Marketing Hub, triggering personalized email campaigns and chatbots to nurture prospects without human intervention. Additionally, AI agents can monitor sales pipelines in the Sales Hub, automatically assigning tasks, scheduling follow-ups, and generating performance reports to optimize sales team productivity and deal closure rates.
Available Actions
These are the specific actions that AI agents can perform with this tool
Add Contact to List
2 inputs
Adds a specified contact to a designated static list within HubSpot for targeted marketing and organization.
list
The list which the contact will be added to. Only static lists are shown here, as dynamic lists cannot be manually added to.
contactEmail
Note - this needs to be a contact that already exists within HubSpot. You may need to add a Create or Update Contact step before this one. Then, use the email created in that step in this field.
Batch Create or Update Contact
1 input
Creates or updates multiple HubSpot contacts in a single batch using their IDs or emails.
contacts
Provide a **list of contacts** to be created or updated. If the provided contact has the prop ID or if the provided email already exists, this action will attempt to update it.\n\n**Expected format for create:** `{ \
Create Associations
5 inputs
Creates batch associations between two specified HubSpot CRM object types to link related records.
fromObjectType
The type of the object being associated
fromObjectId
The ID of the object being associated
toObjectType
Type of the objects the from object is being associated with
associationType
Type of the association
Create Communication
4 inputs
Creates a new communication message via WhatsApp, LinkedIn, or SMS within HubSpot engagements.
toObjectType
Type of object the communication is being associated with
toObjectId
ID of object the communication is being associated with
associationType
A unique identifier to indicate the association type between the communication and the other object
objectProperties
Enter the `communication` properties as a JSON object
Creates a new company record in Hubspot CRM with specified properties
Create Custom Object
1 input
Creates a new custom object definition in Hubspot CRM to store and manage unique business data.
customObjectType
The type of custom object to create. This is the object
Creates a new sales deal in Hubspot with specified properties and associations
pipeline
Pipeline of the deal
dealstage
Stage of the deal
Create Engagement
5 inputs
Creates a new engagement record associated with a specific contact in HubSpot CRM.
engagementType
The type of engagement to create
toObjectType
Type of object the engagement is being associated with
toObjectId
ID of object the engagement is being associated with
associationType
A unique identifier to indicate the association type between the task and the other object
objectProperties
Enter the `engagement` properties as a JSON object
Creates a new lead record in Hubspot with specified details to initiate contact management.
contactId
The contact to associate with the lead
Creates a new meeting record in HubSpot with optional links to contacts, companies, or deals.
toObjectType
Type of object the meeting is being associated with
toObjectId
ID of object the meeting is being associated with
associationType
A unique identifier to indicate the association type between the meeting and the other object
objectProperties
Enter the meeting properties as a JSON object. Required properties: hs_meeting_title, hs_meeting_body, hs_meeting_start_time, hs_meeting_end_time. Optional: hs_meeting_status
Creates a new task in HubSpot to manage and track follow-up actions within CRM engagements.
toObjectType
Type of object the engagement is being associated with
toObjectId
ID of object the engagement is being associated with
associationType
A unique identifier to indicate the association type between the task and the other object
objectProperties
Enter the `engagement` properties as a JSON object
Creates a new support or service ticket in Hubspot CRM to track customer issues or requests.
subject
The name of the ticket
hs_pipeline
The pipeline of the ticket
hs_pipeline_stage
The stage of the ticket
Create or Update Contact
1 input
Creates a new contact or updates an existing contact record in HubSpot CRM.
updateIfExists
When selected, if Hubspot returns an error upon creation the resource should be updated.
Enroll Contact Into Workflow
2 inputs
Enrolls a specified contact into a designated contact-based workflow within HubSpot Marketing Enterprise.
workflow
The ID of the workflow you wish to see metadata for.
contactEmail
Note - this needs to be a contact that already exists within HubSpot. You may need to add a Create or Update Contact step before this one. Then, use the email created in that step in this field.
Get Associated Meetings
5 inputs
Retrieves meetings linked to a specified contact, company, or deal with optional filters by meeting time.
objectType
The type of the object being associated
objectId
The ID of the object to get associated meetings for. For contacts, you can search by email.
timeframe
Filter meetings within a specific time frame
mostRecent
Only return the most recent meeting
additionalProperties
Additional properties to retrieve for the meetings
Retrieves detailed information for a specific company record in HubSpot CRM using its unique company ID.
Retrieves detailed information for a specific contact in HubSpot by contact ID.
Retrieves detailed information about a specific deal in HubSpot using its unique deal ID.
Get File Public URL
2 inputs
Retrieves a publicly accessible URL for a file uploaded via a Hubspot form to enable easy sharing and access.
fileUrl
The URL returned after a file has been uploaded to a HubSpot Form
expirationSeconds
The number of seconds the returned public URL will be accessible for. Default is 1 hour (3600 seconds). Maximum is 6 hours (21600 seconds).
Retrieves detailed information of a single meeting in HubSpot using its unique meeting ID
Search and retrieve detailed records across multiple HubSpot CRM objects including companies, contacts, deals, and custom objects.
objectType
Type of CRM object to search for
exactMatch
Set to `true` to search for an exact match of the search value. If `false`, partial matches will be returned. Default: `true`
createIfNotFound
Set to `true` to create the Hubspot object if it doesn
Updates the details of an existing company record in Hubspot's CRM.
Updates the specified contact's details in Hubspot CRM with new property values
Update Custom Object
2 inputs
Updates properties of an existing custom object record in Hubspot to reflect the latest information.
customObjectType
The type of custom object to create. This is the object
objectId
The ID of the custom object
Updates the properties of an existing deal in Hubspot to reflect new or changed information.
Updates the properties of an existing lead record in Hubspot CRM using provided data.
objectId
The identifier of the lead