Hubspot | AI Agent Tools

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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.

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 in a single batch 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 between two specified HubSpot CRM object types to link related records.

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 message via WhatsApp, LinkedIn, or SMS within HubSpot 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

Create Custom Object

1 input

Creates a new custom object definition in Hubspot CRM to store and manage unique business data.

Inputs

customObjectType

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

Create Deal

3 inputs

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

Inputs

dealname

Name of the deal

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.

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 details to initiate contact management.

Inputs

contactId

The contact to associate with the lead

Create Meeting

4 inputs

Creates a new meeting record 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 manage and track follow-up actions 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 CRM 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 record in HubSpot CRM.

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 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 by meeting time.

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

Inputs

objectId

Hubspot

Get Contact

1 input

Retrieves detailed information for a specific contact in HubSpot by 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 via 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

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

Inputs

objectId

Hubspot

Search CRM

3 inputs

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

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's CRM.

Inputs

objectId

Hubspot

Update Contact

1 input

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

Inputs

objectId

Hubspot

Update Custom Object

2 inputs

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

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 new or changed information.

Inputs

objectId

Hubspot

Update Lead

1 input

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

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 specified contact to a designated static list within HubSpot for targeted marketing and organization.

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 in a single batch using their IDs or emails.

Inputs

contacts

Create Associations

5 inputs

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

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 message via WhatsApp, LinkedIn, or SMS within HubSpot 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

Create Custom Object

1 input

Creates a new custom object definition in Hubspot CRM to store and manage unique business data.

Inputs

customObjectType

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

Create Deal

3 inputs

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

Inputs

dealname

Name of the deal

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.

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 details to initiate contact management.

Inputs

contactId

The contact to associate with the lead

Create Meeting

4 inputs

Creates a new meeting record 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 manage and track follow-up actions 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 CRM 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 record in HubSpot CRM.

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 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 by meeting time.

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

Inputs

objectId

Hubspot

Get Contact

1 input

Retrieves detailed information for a specific contact in HubSpot by 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 via 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

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

Inputs

objectId

Hubspot

Search CRM

3 inputs

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

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's CRM.

Inputs

objectId

Hubspot

Update Contact

1 input

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

Inputs

objectId

Hubspot

Update Custom Object

2 inputs

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

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 new or changed information.

Inputs

objectId

Hubspot

Update Lead

1 input

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

Inputs

objectId

The identifier of the lead