HubSpot

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

Tool	Description
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. When connecting the tool as an admin, you will be able to pick between Personal and Workspace authentication.

Workspace means all agents will use the connecting admin’s account when querying Hubspot
Personal means users will need to authenticate the first time they use an agent that has Hubspot access and the actions will then be taken through their account (permissions, audit, etc)

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.

Latest Updates

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Overview

Available Tools

Workspace Setup and Authentication

Adding HubSpot Tools to agents

​Overview

​Available Tools

​Workspace Setup and Authentication

​Adding HubSpot Tools to agents

Overview

Available Tools

Workspace Setup and Authentication

Adding HubSpot Tools to agents