Hubspot | AI Agent Tools

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About Hubspot

HubSpot provides an integrated platform combining CRM, marketing, sales, service, content management, and operations hubs to help businesses streamline customer interactions and grow revenue. Users can manage contacts and deals, automate email marketing and lead nurturing, and track sales pipelines with performance dashboards. The platform supports live chat, chatbots, and ticketing to enhance customer service and engagement. Advanced automation workflows enable segmentation, lead qualification, and task management, improving team collaboration and operational efficiency. HubSpot also offers data syncing and AI-powered insights to unify customer data and optimize marketing and sales strategies.

AI Agent Use Cases

• AI agents can autonomously manage and update contact records by merging duplicates and enriching data to maintain a clean CRM database. They can automate personalized email campaigns and follow-ups based on real-time engagement metrics, optimizing lead nurturing without manual intervention. Additionally, AI agents can monitor sales pipelines and customer service tickets to trigger workflow automations, assign tasks, and provide predictive insights, enabling businesses to respond faster and improve conversion rates.

Available Actions

These are the specific actions that AI agents can perform with this tool

Add Contact to List

2 inputs

Adds a specific contact to a designated static contact list within HubSpot to streamline segmentation and marketing efforts.

Inputs

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 simultaneously using their IDs or emails.

Inputs

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 linking specified objects within HubSpot CRM to establish relationships.

Inputs

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

toObjectIds

Create Communication

4 inputs

Creates a new communication record in HubSpot for WhatsApp, LinkedIn, or SMS messages linked to CRM engagements.

Inputs

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

Create Company

Creates a new company record in Hubspot CRM with specified properties and details.

Create Custom Object

1 input

Creates a new custom object in Hubspot to extend CRM data with tailored record types.

Inputs

customObjectType

The type of custom object to create. This is the object

Create Deal

3 inputs

Creates a new deal record in Hubspot to track sales opportunities.

Inputs

dealname

Name of the deal

pipeline

Pipeline of the deal

dealstage

Stage of the deal

Create Engagement

5 inputs

Creates a new engagement associated with a specific contact in HubSpot, such as calls, emails, or tasks.

Inputs

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

Create Lead

1 input

Creates a new lead record in Hubspot with specified contact and company details.

Inputs

contactId

The contact to associate with the lead

Create Meeting

4 inputs

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

Inputs

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

Create Task

4 inputs

Creates a new task in HubSpot to organize and track actionable activities within CRM engagements.

Inputs

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

Create Ticket

3 inputs

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

Inputs

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 in Hubspot CRM with specified property values.

Inputs

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 Hub Enterprise.

Inputs

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 for meeting dates.

Inputs

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

Get Company

1 input

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

Inputs

objectId

Hubspot

Get Contact

1 input

Retrieves detailed information about a specific contact in HubSpot using their contact ID.

Inputs

objectId

Hubspot

Get Deal

1 input

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

Inputs

objectId

Hubspot

Get File Public URL

2 inputs

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

Inputs

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).

Get Meeting

1 input

Fetches detailed information for a specific meeting in HubSpot using its unique ID.

Inputs

objectId

Hubspot

Search CRM

3 inputs

Performs a search across HubSpot CRM records including companies, contacts, deals, tickets, and custom objects based on specified criteria.

Inputs

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

Update Company

1 input

Updates the details of an existing company record in HubSpot CRM using specified property values.

Inputs

objectId

Hubspot

Update Contact

1 input

Updates the properties of an existing contact in Hubspot based on provided contact ID and data.

Inputs

objectId

Hubspot

Update Custom Object

2 inputs

Updates the properties of an existing custom object record in HubSpot's CRM system.

Inputs

customObjectType

The type of custom object to create. This is the object

objectId

The ID of the custom object

Update Deal

1 input

Updates the properties of an existing deal in Hubspot to reflect current sales information.

Inputs

objectId

Hubspot

Update Lead

1 input

Updates the properties of an existing lead in Hubspot to keep contact information current and accurate

Inputs

objectId

The identifier of the lead

About Hubspot

AI Agent Use Cases

Available Actions

These are the specific actions that AI agents can perform with this tool

Add Contact to List

2 inputs

Adds a specific contact to a designated static contact list within HubSpot to streamline segmentation and marketing efforts.

Inputs

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 simultaneously using their IDs or emails.

Inputs

contacts

Create Associations

5 inputs

Creates batch associations linking specified objects within HubSpot CRM to establish relationships.

Inputs

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

toObjectIds

Create Communication

4 inputs

Creates a new communication record in HubSpot for WhatsApp, LinkedIn, or SMS messages linked to CRM engagements.

Inputs

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

Create Company

Creates a new company record in Hubspot CRM with specified properties and details.

Create Custom Object

1 input

Creates a new custom object in Hubspot to extend CRM data with tailored record types.

Inputs

customObjectType

The type of custom object to create. This is the object

Create Deal

3 inputs

Creates a new deal record in Hubspot to track sales opportunities.

Inputs

dealname

Name of the deal

pipeline

Pipeline of the deal

dealstage

Stage of the deal

Create Engagement

5 inputs

Creates a new engagement associated with a specific contact in HubSpot, such as calls, emails, or tasks.

Inputs

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

Create Lead

1 input

Creates a new lead record in Hubspot with specified contact and company details.

Inputs

contactId

The contact to associate with the lead

Create Meeting

4 inputs

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

Inputs

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

Create Task

4 inputs

Creates a new task in HubSpot to organize and track actionable activities within CRM engagements.

Inputs

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

Create Ticket

3 inputs

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

Inputs

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 in Hubspot CRM with specified property values.

Inputs

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 Hub Enterprise.

Inputs

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 for meeting dates.

Inputs

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

Get Company

1 input

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

Inputs

objectId

Hubspot

Get Contact

1 input

Retrieves detailed information about a specific contact in HubSpot using their contact ID.

Inputs

objectId

Hubspot

Get Deal

1 input

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

Inputs

objectId

Hubspot

Get File Public URL

2 inputs

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

Inputs

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).

Get Meeting

1 input

Fetches detailed information for a specific meeting in HubSpot using its unique ID.

Inputs

objectId

Hubspot

Search CRM

3 inputs

Performs a search across HubSpot CRM records including companies, contacts, deals, tickets, and custom objects based on specified criteria.

Inputs

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

Update Company

1 input

Updates the details of an existing company record in HubSpot CRM using specified property values.

Inputs

objectId

Hubspot

Update Contact

1 input

Updates the properties of an existing contact in Hubspot based on provided contact ID and data.

Inputs

objectId

Hubspot

Update Custom Object

2 inputs

Updates the properties of an existing custom object record in HubSpot's CRM system.

Inputs

customObjectType

The type of custom object to create. This is the object

objectId

The ID of the custom object

Update Deal

1 input

Updates the properties of an existing deal in Hubspot to reflect current sales information.

Inputs

objectId

Hubspot

Update Lead

1 input

Updates the properties of an existing lead in Hubspot to keep contact information current and accurate

Inputs

objectId

The identifier of the lead