HubSpot
Connect your agents to HubSpot CRM for full access to contacts, companies, deals, tickets, and more.
Overview
The HubSpot integration provides 17 built-in tools that let agents interact with your HubSpot CRM data directly. Agents can look up contacts, create deals, manage tickets, search across objects, and associate records.
Authentication
HubSpot uses OAuth 2.0 for authentication:
- Go to Integrations in the MeetLoyd dashboard
- Find HubSpot and click Connect
- Authorize access in the HubSpot OAuth flow
- The connection is scoped to your HubSpot portal
Available Tools
Contacts (4 tools)
| Tool | Description |
|---|---|
hubspot_list_contacts | List contacts with pagination and filtering |
hubspot_get_contact | Get a specific contact by ID with all properties |
hubspot_create_contact | Create a new contact with email, name, and custom properties |
hubspot_update_contact | Update an existing contact's properties |
Companies (3 tools)
| Tool | Description |
|---|---|
hubspot_list_companies | List companies with pagination |
hubspot_get_company | Get a specific company by ID |
hubspot_create_company | Create a new company record |
Deals (4 tools)
| Tool | Description |
|---|---|
hubspot_list_deals | List deals with pipeline and stage filtering |
hubspot_get_deal | Get a specific deal by ID |
hubspot_create_deal | Create a new deal with amount, pipeline, and stage |
hubspot_update_deal | Update deal properties (stage, amount, close date, etc.) |
Tickets (2 tools)
| Tool | Description |
|---|---|
hubspot_list_tickets | List support tickets |
hubspot_create_ticket | Create a new support ticket with subject and priority |
Search and Associations (2 tools)
| Tool | Description |
|---|---|
hubspot_search | Cross-object search across contacts, companies, deals, and tickets |
hubspot_associate | Link records together (e.g., associate a contact with a deal) |
Pipelines and Owners (2 tools)
| Tool | Description |
|---|---|
hubspot_list_pipelines | List deal and ticket pipelines with stages |
hubspot_list_owners | List HubSpot users/owners for assignment |
Usage Examples
Sales Agent Looking Up a Contact
User: "Find the contact info for jane@acme.com"
Agent: [Tool: hubspot_search, query: "jane@acme.com", objectType: "contacts"]
"Found Jane Smith (jane@acme.com) at Acme Corp.
Phone: +1-555-0123, Deal Stage: Negotiation, Owner: Mike R."
Creating a Deal from a Conversation
User: "Create a $25K deal for Acme Corp in the Enterprise pipeline"
Agent: [Tool: hubspot_create_deal
name: "Acme Corp - Enterprise"
amount: 25000
pipeline: "enterprise"]
"Created deal 'Acme Corp - Enterprise' for $25,000.
It's in the Qualification stage of the Enterprise pipeline."
Linking a Contact to a Deal
Agent: [Tool: hubspot_associate
fromId: "contact_123"
toId: "deal_456"
type: "contact_to_deal"]
"I've linked Jane Smith to the Acme Corp deal."
Auto-Discovery
When you connect HubSpot, MeetLoyd automatically discovers the available tools and suggests adding them to relevant agents. You can also manually assign HubSpot tools to any agent in the dashboard under Agents > Tools.
Feature Gating
HubSpot tools are gated by the tools-hubspot feature flag. If your app has feature restrictions configured, ensure tools-hubspot is enabled for agents that need CRM access.
Next: Learn about Custom Tools to build your own integrations.