HubSpot

Associate a single activity object to a deal using HubSpot standard association type.

Associate a contact with an existing deal in HubSpot.

Create a call engagement activity with required owner and associations. Must be associated with at least one of: contact, company, or deal. Assign to the current user if not specified otherwise.

Create a communication activity for logging communications that are not done via email, call, or meeting. This includes SMS, WhatsApp, LinkedIn messages, physical mail, and custom channel conversations. Must be associated with at least one of: contact, company, or deal. The communication will be assigned to the current user.

Create a new company in HubSpot. Before calling this tool, use Hubspot.GetAvailableIndustryTypes to see valid values.

Create a contact associated with a company.

Create a new deal in HubSpot. If pipeline_id is not provided, the default pipeline will be used. For custom pipelines, deal_stage must be a valid stage ID within the selected pipeline. If deal_stage is not specified, the first stage in the pipeline will be used automatically. It is recommended have already pipeline data available when planning to call this tool.

Create a logged email engagement activity with essential fields including email headers. Must be associated with at least one of: contact, company, or deal. The email will be assigned to the current user.

Create a meeting with essential fields including separate date and time. The start_date and start_time are combined to create the meeting timestamp. Duration can be specified in HH:MM format. Must be associated with at least one of: contact, company, or deal. The meeting will be assigned to the current user.

Create a note engagement activity with required owner and associations. Must be associated with at least one of: contact, company, or deal. Assign to the current user if not specified otherwise.

Get all users/owners in the HubSpot portal. This tool retrieves a list of all users (owners) in your HubSpot portal, Useful for user management and assignment operations. Use this tool when needing information about ALL users in the HubSpot portal.

Get all available industry types for HubSpot companies. Returns a sorted list of valid industry type values that can be used when creating companies.

Search for call activities with associated contacts, companies, and deals.

Search for communication activities with associated contacts, companies, and deals.

Retrieve company data with associated contacts, deals, calls, emails, meetings, notes, and tasks.

Retrieve contact data with associated companies, deals, calls, emails, meetings, notes, and tasks.

Retrieve a specific deal by its ID with associated contacts, companies, calls, emails, meetings, notes, and tasks.

Retrieve deal data with associated contacts, companies, calls, emails, meetings, notes, and tasks.

List HubSpot deal pipelines with their stages, optionally filtered by a search string. Recommended to be used before creating a new deal. For example updating the stage of a deal without changing the pipeline.

List stages for a specific HubSpot deal pipeline. Useful to get the stage IDs for a specific pipeline.

Search for email activities with associated contacts, companies, and deals.

Search for meeting activities with associated contacts, companies, and deals.

Search for note activities with associated contacts, companies, and deals.

Search for task activities with associated contacts, companies, and deals.

Get detailed information about a specific user/owner by their ID. This tool retrieves comprehensive information about a specific user in your HubSpot portal using their owner ID.

List companies with associated contacts, deals, calls, emails, meetings, notes, and tasks.

List contacts with associated companies, deals, calls, emails, meetings, notes, and tasks.

List deals with associated contacts, companies, calls, emails, meetings, notes, and tasks.

Get guidance and considerations for using the HubSpot toolkit effectively. This tool provides important context and best practices for working with HubSpot tools. Based on all available HubSpot toolkit tools, some suggestions may apply to tools that are not available in the current agent's configuration.

Update a call activity directly by ID or surface matches when searching by keywords.

Update a communication activity by ID or return matches for keyword searches.

Update a company directly by ID or surface matches when searching by keywords.

Update a contact directly by ID or list possible matches when searching by keywords.

Update a deal directly by ID or surface matches when searching by keywords.

Update the expected close date of an existing deal with associated contacts, companies, calls, emails, meetings, notes, and tasks.

Updates a deal's stage with associated contacts, companies, calls, emails, meetings, notes, and tasks. Send current_pipeline_id to skip fetching the deal. If pipeline changes are allowed, updates the stage and HubSpot may move the deal to another pipeline. It is recommended have already pipeline data available when planning to call this tool.

Update an email activity directly by ID or surface matches when searching by keywords.

Update a meeting activity directly by ID or surface matches when searching by keywords.

Update a note directly by ID or surface matches when searching by keywords.

Get current user information from HubSpot. This is typically the first tool called to understand the current user context. Use this tool when needing information about the current user basic HubSpot information. and the associated HubSpot portal.