HubSpot
Connect your agents to HubSpot CRM for full access to contacts, companies, deals, tickets, and more.
Overview
The HubSpot integration provides 28 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 -- all from natural conversation.
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 |
What Agents Can Do
Here are some real-world examples of how agents use HubSpot tools:
Sales agent looking up a contact -- A user asks "Find the contact info for jane@acme.com." The agent searches HubSpot and returns Jane Smith's profile, phone number, deal stage, and owner.
Creating a deal from a conversation -- A user says "Create a $25K deal for Acme Corp in the Enterprise pipeline." The agent creates the deal, assigns it to the right pipeline and stage, and confirms the details.
Linking records -- After creating a deal, the agent can associate the relevant contact with the deal, keeping your CRM data connected without manual work.
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 from the dashboard.
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.