HubSpot Integration

List all records or filter by a search term. The AI can call this with or without a search query.

Example: customer says “show me all contacts”:

GET /crm/v3/objects/contacts?properties=firstname,lastname,email,phone&limit=10

Response:
{
  "results": [
    {
      "id": "12345",
      "properties": {
        "firstname": "Sarah",
        "lastname": "Johnson",
        "email": "[email protected]",
        "phone": "+15551234567"
      }
    },
    ...
  ]
}

Example: customer says “find Peter Bakker”:

GET /crm/v3/objects/contacts?properties=firstname,lastname,email,phone&limit=10&search=Peter Bakker

Create a new record. The AI collects the required fields from the customer and confirms before creating.

Example: creating a contact:

POST /crm/v3/objects/contacts

{
  "properties": {
    "email": "[email protected]",
    "firstname": "Peter",
    "lastname": "Bakker",
    "phone": "0687654321"
  }
}

Update specific fields on an existing record. The AI uses the record ID from a previous search and only sends the fields that need to change.

Example: updating only the email:

PATCH /crm/v3/objects/contacts/692916567278

{
  "properties": {
    "email": "[email protected]"
  }
}

Archive a record from HubSpot. The record can be restored within 90 days from HubSpot's recycle bin.

List all notes or filter by a search term. Returns note content and metadata.

Create a new note in HubSpot. The AI collects the note body from the customer and confirms before creating.

Retrieve a single note by its ID. Returns the full note body and metadata.

Archive a note from HubSpot. The AI always confirms before deleting.

List all call records or filter by a search term. Returns call details including duration and disposition.

Log a new call engagement in HubSpot. The AI collects call details from the customer and confirms before creating.

Retrieve a single call record by its ID. Returns the full call details.

Archive a call record from HubSpot. The AI always confirms before deleting.

List all tasks or filter by a search term. Returns task subject, status, and due date.

Create a new task in HubSpot. The AI collects the task subject and details from the customer and confirms before creating.

Retrieve a single task by its ID. Returns the full task details including status and priority.

Archive a task from HubSpot. The AI always confirms before deleting.

List all meeting records or filter by a search term. Returns meeting title, start time, and end time.

Create a new meeting engagement in HubSpot. The AI collects the meeting title, time, and details from the customer and confirms before creating.

Retrieve a single meeting by its ID. Returns the full meeting details.

Archive a meeting record from HubSpot. The AI always confirms before deleting.

List all owners (team members) in HubSpot. Useful for assigning contacts, deals, or tasks to specific team members.

No parameters needed. Returns all owners with their ID, email, first name, and last name.

List all deal pipelines in HubSpot. Returns pipeline names and IDs.

No parameters needed. Returns all deal pipelines with their stages.

List all stages within a specific deal pipeline. Returns stage names, IDs, and display order.

Create an association between two CRM records. For example, link a contact to a deal or a company to a ticket.

List all associations for a given record. For example, find all contacts associated with a deal.

Remove an association between two CRM records. The AI always confirms before deleting.

Retrieve a single contact by its HubSpot ID. Returns all requested properties.

Retrieve a single deal by its HubSpot ID. Returns deal name, amount, stage, and close date.

Retrieve a single company by its HubSpot ID. Returns company name, domain, industry, and other details.

Retrieve a single ticket by its HubSpot ID. Returns ticket subject, status, priority, and pipeline.

Retrieve all contacts or filter with a search query. This is what the Search template uses under the hood.

No body template needed. Example response:

{
  "results": [
    {
      "id": "12345",
      "properties": {
        "firstname": "Sarah",
        "lastname": "Johnson",
        "email": "[email protected]",
        "phone": "+15551234567",
        "company": "Tech Solutions Inc"
      }
    }
  ]
}

Automatically identify the customer using HubSpot's search API with the {{caller_phone}} variable. Great for personalized greetings.

Body Template:

{
  "filterGroups": [{
    "filters": [{
      "propertyName": "phone",
      "operator": "EQ",
      "value": "{{caller_phone}}"
    }]
  }],
  "properties": ["firstname", "lastname", "email", "phone", "company", "lifecyclestage"]
}

Add a new contact to HubSpot. The AI collects details from the customer and creates the record.

Body Template:

{
  "properties": {
    "email": "{{email}}",
    "firstname": "{{firstname}}",
    "lastname": "{{lastname}}",
    "phone": "{{phone}}",
    "company": "{{company}}"
  }
}

Example Response (201 Created):

{
  "id": "693073375428",
  "properties": {
    "email": "[email protected]",
    "firstname": "Peter",
    "lastname": "Bakker",
    "phone": "0687654321",
    "lifecyclestage": "lead",
    "createdate": "2026-02-11T11:51:30.649Z"
  }
}

Create a deal and link it to an existing contact. Use search_contact first to get the contact_id.

Body Template:

{
  "properties": {
    "dealname": "{{dealname}}",
    "amount": "{{amount}}",
    "pipeline": "default",
    "dealstage": "appointmentscheduled"
  },
  "associations": [{
    "to": {"id": "{{contact_id}}"},
    "types": [{"associationCategory": "HUBSPOT_DEFINED", "associationTypeId": 3}]
  }]
}

Update specific fields on an existing contact. Only the fields provided by the customer are sent and everything else stays untouched.

Body Template:

{
  "properties": {
    "email": "{{email}}",
    "firstname": "{{firstname}}",
    "lastname": "{{lastname}}",
    "phone": "{{phone}}",
    "company": "{{company}}"
  }
}

Example: updating only the email (other fields auto-removed):

PATCH /crm/v3/objects/contacts/692916567278

Sent to HubSpot:
{
  "properties": {
    "email": "[email protected]"
  }
}

Response (200 OK):
{
  "id": "692916567278",
  "properties": {
    "email": "[email protected]",
    "firstname": "Peter",
    "lastname": "Bakker",
    "phone": "0687654321",
    "lastmodifieddate": "2026-02-11T14:24:41.917Z"
  }
}

Archive (soft-delete) a contact in HubSpot. Recoverable within 90 days from HubSpot's recycle bin.

No request body or body template needed. Returns 204 No Content on success.