Overview

HubSpot tools let you add to your agent the capability to interact with quite a few HubSpot objects. This lets you add to your agents the capability to make account summaries, create contacts, deals, opportunities, tickets, etc.

This document provides general information about our HubSpot tools (available tools, setup and authentication) but as the tool will likely evolve, the fresh list of available tools can be found when you are actually connecting the Hubspot tool in your workspace.

Available Tools

**Get Object Properties**  
Lists all available properties for a HubSpot object. When creatableOnly is true, returns only properties that can be modified through forms (excludes hidden, calculated, read-only and file upload fields).

**Create Contact**  
Creates a new contact in Hubspot, with optional associations.

**Get Object By Email**  
Retrieves a Hubspot object using an email address. Supports contacts, companies, deals, owners.

**Count Objects By Properties**  
Count objects in Hubspot with matching properties. Supports contacts, companies, deals. Max limit is 10000 objects.

**Get Latest Objects**  
Get latest objects from Hubspot. Supports contacts, companies, deals. Limit is 50.

**Create Company**  
Creates a new company in Hubspot, with optional associations.

**Create Deal**  
Creates a new deal in Hubspot, with optional associations.

**Create Lead**  
Creates a new lead in Hubspot (as a Deal), with optional associations. Ensure properties correctly define it as a lead.

**Create Task**  
Creates a new task in Hubspot, with optional associations.

**Create Ticket**  
Creates a new ticket in Hubspot, with optional associations.

**Create Note**  
Creates a new note in Hubspot, with optional associations.

**Create Communication**  
Creates a new communication (WhatsApp, LinkedIn, SMS) in Hubspot as an engagement. Requires hs_communication_channel_type in properties.

**Create Meeting**  
Creates a new meeting in Hubspot as an engagement. Ensure hs_engagement_type='MEETING' and meeting details are in properties.

**Get Contact**  
Retrieves a Hubspot contact by its ID.

**Get Company**  
Retrieves a Hubspot company by its ID.

**Get Deal**  
Retrieves a Hubspot deal by its ID.

**Get Meeting**  
Retrieves a Hubspot meeting (engagement) by its ID.

**Get File Public Url**  
Retrieves a publicly available URL for a file in HubSpot.

**Get Associated Meetings**  
Retrieves meetings associated with a specific object (contact, company, or deal).

**Search Crm Objects**  
Searches CRM objects of a specific type based on filters, query, and properties.

Workspace Setup and Authentication

See Managing Tools for details on how to make HubSpot tools available to your workspace. The setup will require authentication to HubSpot by the admin. Through the OAuth flow the admin will select that will be accessible by this integration.

All actions taken by your agents will be attributed to the admin that connected the tool.

Adding HubSpot Tools to agents

HubSpot tools can simply be added to an agent by selecting them in the agent builder. They require no configuration. Note that when connecting a tool, you can define the provided tools as high stake or low stake.

‼️ We highly recommend leaving any tool that can modify data in your CRM in HIGH STAKE ‼️

In general you will want to mention in the instructions of your agents the objects you want them to interact with. Example instructions:

From the transcripts you are receiving, create a contact if you can't find any existing contact with the interlocutor's name or email, and if a deal has been set create a deal to attach to the current account.