HubSpot

Hubspot_AssociateActivityToDeal

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

Hubspot_AssociateContactToDeal

Associate a contact with an existing deal in HubSpot.

Hubspot_CreateCallActivity

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.

Hubspot_CreateCommunicationActivity

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.

Hubspot_CreateCompany

Create a new company in HubSpot. industry_type must be one of HubSpot's predefined industry values; an invalid value is rejected with the list of valid ones.

Hubspot_CreateContact

Create a contact associated with a company.

Hubspot_CreateDeal

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.

Hubspot_CreateEmailActivity

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.

Hubspot_CreateMeetingActivity

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.

Hubspot_CreateNoteActivity

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.

Hubspot_GetAllUsers

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.

Hubspot_GetAvailableIndustryTypes

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

Hubspot_GetCallDataByKeywords

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

Hubspot_GetCommunicationDataByKeywords

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

Hubspot_GetCompanyDataByKeywords

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

Hubspot_GetContactDataByKeywords

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

Hubspot_GetDealById

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

Hubspot_GetDealDataByKeywords

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

Hubspot_GetDealPipelines

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.

Hubspot_GetDealPipelineStages

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

Hubspot_GetEmailDataByKeywords

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

Hubspot_GetMeetingDataByKeywords

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

Hubspot_GetNoteDataByKeywords

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

Hubspot_GetTaskDataByKeywords

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

Hubspot_GetUserById

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.

Hubspot_ListCompanies

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

Hubspot_ListContacts

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

Hubspot_ListDeals

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

Hubspot_ToolkitEnviromentGuidance

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.

Hubspot_UpdateCallActivity

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

Hubspot_UpdateCommunicationActivity

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

Hubspot_UpdateCompany

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

Hubspot_UpdateContact

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

Hubspot_UpdateDeal

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

Hubspot_UpdateDealCloseDate

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

Hubspot_UpdateDealStage

Update 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.

Hubspot_UpdateEmailActivity

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

Hubspot_UpdateMeetingActivity

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

Hubspot_UpdateNoteActivity

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

Hubspot_WhoAmI

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.