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About HubSpot CRM

HubSpot CRM is the foundational database underpinning all HubSpot hubs, offering free contact records, deal pipelines, email tracking, live chat, forms, and meeting scheduling for unlimited users. It serves as the shared data layer across Marketing Hub, Sales Hub, Service Hub, Content Hub, and Operations Hub. The free tier is permanently free with no seat limits; paid tiers (Starter at $20/seat/month, Professional, Enterprise) unlock automation, custom reporting, custom objects, and advanced AI features through Breeze.

AI Agent Use Cases

- Free contact, company, and deal records for unlimited users

- Deal pipeline management with visual board view

- Email open and click tracking with notifications

- Built-in meeting scheduler synced to Google/Outlook calendars

- Live chat and chatbot builder

- Custom objects and advanced reporting (paid tiers)

Available Actions

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

Bulk Add Contacts to List

3 inputs

Bulk add existing contacts to a list in HubSpot by contact ID or email

Inputs

list_id

ID of the list to which contacts will be added

vids

List of contact IDs (VIDs) to add to the list

emails

List of email addresses of contacts to add to the list

Convert List

7 inputs

Convert an active list to a static list in HubSpot CRM

Inputs

listId

The unique identifier of the list to be converted.

conversionType

The type of conversion to perform. Use 'CONVERSION_DATE' to specify a future conversion date, or 'INACTIVITY' to convert based on a period of inactivity.

year

The year to schedule the conversion for a specific date.

month

The month to schedule the conversion for a specific date.

day

The day to schedule the conversion for a specific date.

timeUnit

The unit of inactivity time to trigger the conversion.

offset

The amount of inactivity time after which the list is converted.

Create List

4 inputs

Create a new list in HubSpot CRM.

Inputs

name

The name of the list to be created.

objectTypeId

The ID that corresponds to the type of object stored by the list.

processingType

Type of list processing, determines how records are managed in the list.

filterBranch

Configuration for branching logic for DYNAMIC and SNAPSHOT lists.

Fetch Contacts List

3 inputs

Fetch a list of contacts from the HubSpot account.

Inputs

hapikey

API key for authenticating API requests if OAuth isn't used.

count

The number of contacts to return in each response.

offset

Used to page through more than 100 contacts.

Get Contacts

4 inputs

Get a list of all contacts in HubSpot.

Inputs

properties

A comma separated list of the properties to be returned in the response. Omit to return default properties.

propertiesWithHistory

A comma separated list of property names for which to return current and historical values. Omit to exclude property history.

associations

A comma separated list of objects to retrieve associated IDs for. Omit to not include associations.

access_token

The OAuth access token for the authenticated HubSpot user. Passed as Authorization: Bearer {access_token}.

Update List Name

2 inputs

Update the name of an existing list.

Inputs

listId

The unique ILS list ID of the list to update.

listName

The new name of the list.