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About HubSpot

HubSpot is a customer relationship management platform that bundles marketing automation, sales pipeline management, customer service ticketing, and operations tools into a single system. It offers a free CRM with up to 1 million contacts and scales through Starter, Professional, and Enterprise tiers per Hub (Marketing, Sales, Service, Content, Operations). It is commonly used by SMBs and mid-market companies managing inbound marketing and sales pipelines.

AI Agent Use Cases

- Free CRM with up to 1M contacts, unlimited deals and tasks

- Marketing Hub: email campaigns, landing pages, SEO tools, and lead capture forms

- Sales Hub: deal pipelines, sequences, forecasting, and call recording

- Service Hub: ticketing, knowledge base, and customer feedback surveys

- Operations Hub: data sync, programmable automation, and data quality tools

- AI-powered content generation, email assistants, and predictive lead scoring (Professional+)

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.

Archive Batch of Contacts

1 input

Archive a batch of contacts by ID.

Inputs

inputs

Array of objects with 'id' key which is a string representing the contact IDs to archive.

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 Contact

3 inputs

Create a new contact in HubSpot, optionally associating it with other records or activities and setting custom properties.

Inputs

access_token

OAuth 2.0 access token for HubSpot API authentication. Required for all requests. Use in 'Authorization: Bearer {access_token}' header.

properties

Object containing contact properties. 'email' is strongly recommended to avoid duplicates. See API for full property list.

associations

List describing associations with other entities. Each association must specify 'to' (with 'id') and 'types' (with 'associationCategory' and 'associationTypeId').

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 All Automations

1 input

Retrieve a list of all automation workflows in HubSpot.

Inputs

access_token

Access token required for OAuth authentication.

Get All Contact Lists

2 inputs

Retrieve all contact lists for an account

Inputs

count

Number of lists to return in the response.

offset

Offset for paging through the list of results.

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 Contacts in List

7 inputs

Retrieve a list of contacts from a specific contact list identified by its unique ID.

Inputs

list_id

Unique identifier for the list that you're looking for.

count

Specifies the amount of contacts to return in the API call.

vidOffset

Used to page through the contacts list.

property

Comma-separated properties of the contact to be included in the response.

propertyMode

Specifies if the current value for a property should be fetched or all the historical values.

formSubmissionMode

Specifies which form submissions should be fetched.

showListMemberships

Indicates whether current list memberships should be fetched for the contact.

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

Task Automation

1 input

Execute a task automation process within the HubSpot API.

Inputs

taskId

The ID of the task to be automated

Update Company

1 input

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

Inputs

objectId

Hubspot

Update Company Data

2 inputs

Update details of a company in HubSpot.

Inputs

companyId

The unique ID of the company to be updated.

properties

Dictionary containing the properties to update with their respective new values.

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