HubSpot
HubSpot CRM integration for contacts, deals, companies, and lists
The HubSpot integration lets your agents manage CRM objects — contacts, deals, companies — and search across your HubSpot data.
Prerequisites
You need one of the following:
- Private App Access Token — In HubSpot, go to Settings → Integrations → Private Apps, create a new app, select the required scopes (e.g.,
crm.objects.contacts.read,crm.objects.deals.read), and copy the access token. - OAuth — For user-level access where each chat user authorizes with their own HubSpot account.
Setup
- Open Integrations from the sidebar
- Select HubSpot from the catalog
- Click Add Integration Config
- Give the config a display name (e.g., "HubSpot - Sales CRM")
- Choose your authentication method:
- Private App Token — Paste your HubSpot private app access token
- OAuth — Click Connect to start the HubSpot OAuth flow
- Save the config
Using in Your Agent
- Open your agent in Agent Studio. Under Model & capabilities → Tools, click Add tool and add the HubSpot tools you need
- On a tool's card, choose your config under Set default credentials. It applies to every HubSpot tool in the agent; click Override on one tool's card to give it a different config
- Tools are referenced as
hubspot.get_contacts,hubspot.create_deal, etc.
Available Tools
| Tool | Description | Action Type |
|---|---|---|
get_contacts | List contacts from HubSpot CRM | ReadOnly |
get_contact | Get a single contact by ID or email | ReadOnly |
create_contact | Create a new contact | Reversible |
update_contact | Update an existing contact's properties | Reversible |
get_deals | List deals from HubSpot CRM | ReadOnly |
get_deal | Get a single deal by ID | ReadOnly |
create_deal | Create a new deal | Reversible |
update_deal | Update an existing deal's properties | Reversible |
get_companies | List companies from HubSpot CRM | ReadOnly |
get_company | Get a single company by ID | ReadOnly |
create_company | Create a new company | Reversible |
update_company | Update an existing company's properties | Reversible |
search_crm | Search across HubSpot CRM objects | ReadOnly |
get_lists | Get all contact lists | ReadOnly |
get_list_contacts | Get contacts that are members of a specific list | ReadOnly |