Skip to main content
HubSpot logo

HubSpot

Lets an agent read and write CRM data in HubSpot.

What it can do

MethodWhat it does
hubspot_create_contactCreate a contact; deduplicates by firstname+lastname (+ company if set).
hubspot_get_active_contactsRecently modified contacts (sorted by lastmodifieddate).
hubspot_get_contactGet a contact by id.
hubspot_update_contactUpdate a contact's properties.
hubspot_create_companyCreate a company; deduplicates by domain or by exact name.
hubspot_get_active_companiesRecently modified companies.
hubspot_get_company_activityList engagements (calls, emails, meetings, notes) associated with a company.
hubspot_get_companyGet a company by id.
hubspot_update_companyUpdate a company's properties.
hubspot_create_dealCreate a deal; set dealname, dealstage and pipeline ids via properties.
hubspot_list_dealsList deals (no fixed property list - works across portals).
hubspot_update_dealUpdate a deal by id.
hubspot_get_recent_conversationsRecent conversation threads with messages (requires Conversations scopes).
hubspot_list_pipelinesList pipelines and stages - deals/tickets - with stage ids for create_deal.
hubspot_associate_recordsAssociate two CRM records using v4 default link.
hubspot_create_noteCreate a CRM note and associate it with a contact / company / deal.
hubspot_search_dataHubSpot Search API across contacts, companies, or deals (structured query).
hubspot_search_dealsSearch deals with filters (dealstage, closedate, amount, …) - find stale or overdue deals.
hubspot_get_deal_activityEngagement history for a deal (last contact / outreach).
hubspot_list_tasksList HubSpot tasks; filter by status (NOT_STARTED, COMPLETED, …) and due date.
hubspot_get_ticketsList tickets (no search call to avoid 400s on portals with custom property layouts).
hubspot_get_propertyRead a CRM property definition.

How to get credentials

Use a HubSpot Private App access token.

  1. Open your HubSpot account → Settings (gear icon) → IntegrationsPrivate Apps.
  2. Create private app, name it, go to Scopes.
  3. 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.*.
  4. Create app, confirm, and copy the Access Token (starts with pat-).

Fields to fill in FlyMyAI

FlyMyAI fieldWhere it comes from
HUBSPOT_ACCESS_TOKENPrivate 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_property to look up the exact name.
We love our partners - FlyMy.AI builds with the best. Thanks, HubSpot!