HubSpot
Lets an agent read and write CRM data in HubSpot.
What it can do
| Method | What it does |
|---|---|
hubspot_create_contact | Create a contact; deduplicates by firstname+lastname (+ company if set). |
hubspot_get_active_contacts | Recently modified contacts (sorted by lastmodifieddate). |
hubspot_get_contact | Get a contact by id. |
hubspot_update_contact | Update a contact's properties. |
hubspot_create_company | Create a company; deduplicates by domain or by exact name. |
hubspot_get_active_companies | Recently modified companies. |
hubspot_get_company_activity | List engagements (calls, emails, meetings, notes) associated with a company. |
hubspot_get_company | Get a company by id. |
hubspot_update_company | Update a company's properties. |
hubspot_create_deal | Create a deal; set dealname, dealstage and pipeline ids via properties. |
hubspot_list_deals | List deals (no fixed property list - works across portals). |
hubspot_update_deal | Update a deal by id. |
hubspot_get_recent_conversations | Recent conversation threads with messages (requires Conversations scopes). |
hubspot_list_pipelines | List pipelines and stages - deals/tickets - with stage ids for create_deal. |
hubspot_associate_records | Associate two CRM records using v4 default link. |
hubspot_create_note | Create a CRM note and associate it with a contact / company / deal. |
hubspot_search_data | HubSpot Search API across contacts, companies, or deals (structured query). |
hubspot_search_deals | Search deals with filters (dealstage, closedate, amount, …) - find stale or overdue deals. |
hubspot_get_deal_activity | Engagement history for a deal (last contact / outreach). |
hubspot_list_tasks | List HubSpot tasks; filter by status (NOT_STARTED, COMPLETED, …) and due date. |
hubspot_get_tickets | List tickets (no search call to avoid 400s on portals with custom property layouts). |
hubspot_get_property | Read a CRM property definition. |
How to get credentials
Use a HubSpot Private App access token.
- Open your HubSpot account → Settings (gear icon) → Integrations → Private Apps.
- Create private app, name it, go to Scopes.
- Select the scopes the agent needs, at minimum:
crm.objects.contacts.read/write,crm.objects.companies.read/write,crm.objects.deals.read/write,tickets,crm.schemas.*. - Create app, confirm, and copy the Access Token (starts with
pat-).
Fields to fill in FlyMyAI
| FlyMyAI field | Where it comes from |
|---|---|
HUBSPOT_ACCESS_TOKEN | Private App → Access Token |
Troubleshooting
MISSING_SCOPE- open the Private App in HubSpot, add the scope, re-generate the token if prompted.- Custom properties not found - HubSpot uses internal property names
(often lowercase, underscores). Use
hubspot_get_propertyto look up the exact name.
Links
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