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Overview

What it does

HubSpot integration connects AI tools directly to your HubSpot CRM, enabling natural language interactions with contacts, companies, deals, tickets, and marketing campaigns.Key Features:
  • Contact and company management
  • Deal pipeline tracking
  • Ticket and customer service management
  • Product and quote management
  • Email and marketing campaigns
  • Line items and invoicing
  • GDPR-compliant data management
  • Batch operations for bulk processing
  • Custom properties and fields

Use Cases

Sales Automation:
  • Create and update deals automatically
  • Track contact interactions and engagement
  • Generate sales reports and forecasts
  • Merge duplicate records
Marketing Workflows:
  • Manage email campaigns and lists
  • Track campaign performance metrics
  • Segment contacts for targeting
  • Associate assets with campaigns
Customer Support:
  • Create and manage support tickets
  • Track ticket resolution times
  • Handle feedback submissions
  • Route tickets to appropriate teams

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Quick Start

1

Connect Your HubSpot Account

NimbleBrain Studio uses OAuth2 to securely connect to your HubSpot account.
  1. Navigate to Connections in the sidebar
  2. Click Browse Catalog
  3. Search for “HubSpot”
  4. Click Install
  5. Click Connect and authorize with your HubSpot account
  6. Grant the requested permissions
OAuth2 provides secure, token-based authentication without exposing your credentials.
2

Verify Connection

Once connected, test the integration:
"Show me my recent HubSpot contacts"
Other test prompts:
  • “List my open deals in the pipeline”
  • “Show companies created this week”
  • “What tickets are currently open?”

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Available Tools

The HubSpot connection provides 348+ tools organized into the following categories:

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Contact Management

Comprehensive tools for managing contact records in your CRM.
ToolDescription
HUBSPOT_CREATE_CONTACTCreate a new contact with properties
HUBSPOT_GET_CONTACT_BY_IDRetrieve a specific contact by ID
HUBSPOT_UPDATE_CONTACTUpdate contact properties
HUBSPOT_ARCHIVE_CONTACT_BY_IDArchive a contact (move to recycling bin)
HUBSPOT_SEARCH_CONTACTSSearch contacts with filters and criteria
HUBSPOT_BATCH_READ_CONTACTS_BY_IDS_OR_PROPERTIESBatch read multiple contacts
HUBSPOT_ARCHIVE_BATCH_OF_CONTACTS_BY_IDArchive multiple contacts at once
HUBSPOT_UPDATE_A_BATCH_OF_CONTACTSUpdate multiple contacts in batch
HUBSPOT_CREATE_A_BATCH_OF_CONTACTSCreate multiple contacts at once
HUBSPOT_MERGE_CONTACTSMerge two duplicate contact records
HUBSPOT_GDPR_DELETE_CONTACTPermanently delete contact (GDPR compliant)
HUBSPOT_PERMANENTLY_ERASE_CONTACT_VIA_EMAIL_FOR_COMPLIANCEDelete contact by email for GDPR
Example Usage:
"Create a contact for Sarah Johnson at [email protected] with title CTO"

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Company Management

Manage company records and their relationships.
ToolDescription
HUBSPOT_CREATE_COMPANYCreate a new company record
HUBSPOT_GET_COMPANY_BY_IDRetrieve company details
HUBSPOT_UPDATE_COMPANYPartial update of company properties
HUBSPOT_ARCHIVE_COMPANYArchive a company (soft delete)
HUBSPOT_SEARCH_COMPANIESSearch companies with filters
HUBSPOT_FETCH_MULTIPLE_COMPANIES_BY_IDS_OR_ATTRIBUTESBatch read companies
HUBSPOT_ARCHIVE_BATCH_OF_COMPANIES_BY_IDArchive multiple companies
HUBSPOT_UPDATE_A_BATCH_OF_COMPANIESBatch update companies
HUBSPOT_CREATE_A_BATCH_OF_COMPANIESCreate multiple companies
HUBSPOT_MERGE_TWO_COMPANIES_WITH_SAME_TYPEMerge duplicate companies
Example Usage:
"Create a company for Acme Corporation with domain acme.com in the SaaS industry"

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Deal Management

Track and manage sales opportunities through your pipeline.
ToolDescription
HUBSPOT_CREATE_DEALCreate a new deal/opportunity
HUBSPOT_GET_DEAL_BY_IDRetrieve deal details
HUBSPOT_UPDATE_DEALUpdate deal properties and stage
HUBSPOT_ARCHIVE_DEALArchive a deal (soft delete)
HUBSPOT_SEARCH_DEALSSearch deals with filters
HUBSPOT_READ_A_BATCH_OF_DEALS_BY_INTERNAL_ID_OR_UNIQUE_PROPERTY_VALUESBatch read deals
HUBSPOT_ARCHIVE_BATCH_OF_DEALS_BY_IDArchive multiple deals
HUBSPOT_UPDATE_A_BATCH_OF_DEALSBatch update deals
HUBSPOT_CREATE_A_BATCH_OF_DEALSCreate multiple deals
HUBSPOT_MERGE_DEALSMerge duplicate deals
Example Usage:
"Create a deal called 'Enterprise License - Acme Corp' for $50,000 in the proposal stage"

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Ticket Management

Manage customer support tickets and service requests.
ToolDescription
HUBSPOT_CREATE_TICKETCreate a new support ticket
HUBSPOT_GET_TICKET_BY_IDRetrieve ticket details
HUBSPOT_UPDATE_TICKETUpdate ticket status and properties
HUBSPOT_ARCHIVE_TICKETArchive a ticket
HUBSPOT_SEARCH_TICKETSSearch tickets with filters
HUBSPOT_LIST_TICKETSList tickets with pagination
HUBSPOT_ARCHIVE_BATCH_OF_TICKETS_BY_IDArchive multiple tickets
HUBSPOT_CREATE_A_BATCH_OF_TICKETSBulk create tickets
HUBSPOT_UPDATE_A_BATCH_OF_TICKETSBatch update tickets
Example Usage:
"Create a high-priority ticket for Acme Corp about API integration issues"

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Product & Quote Management

Manage your product catalog.
ToolDescription
HUBSPOT_CREATE_PRODUCTCreate a new product
HUBSPOT_GET_PRODUCT_BY_IDRetrieve product details
HUBSPOT_UPDATE_PRODUCTUpdate product properties
HUBSPOT_ARCHIVE_PRODUCTArchive a product
HUBSPOT_SEARCH_PRODUCTSSearch products with filters
HUBSPOT_ADVANCED_PRODUCT_SEARCH_WITH_FILTERS_AND_PAGINATIONAdvanced product search
HUBSPOT_ARCHIVE_BATCH_PRODUCTS_BY_IDArchive multiple products
HUBSPOT_UPDATE_A_BATCH_OF_PRODUCTSBatch update products
HUBSPOT_CREATE_A_BATCH_OF_PRODUCTSCreate multiple products
Create and manage sales quotes.
ToolDescription
HUBSPOT_CREATE_QUOTECreate a new quote
HUBSPOT_GET_QUOTE_BY_IDRetrieve quote details
HUBSPOT_UPDATE_QUOTEUpdate quote properties
HUBSPOT_ARCHIVE_QUOTEArchive a quote
HUBSPOT_ARCHIVE_A_BATCH_OF_QUOTES_BY_IDArchive multiple quotes
HUBSPOT_CREATE_A_BATCH_OF_QUOTESBulk create quotes
HUBSPOT_MERGE_TWO_QUOTES_WITH_SAME_TYPEMerge duplicate quotes

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Line Items

Manage line items for deals and quotes.
ToolDescription
HUBSPOT_CREATE_LINE_ITEMCreate a new line item
HUBSPOT_GET_LINE_ITEM_BY_IDRetrieve line item details
HUBSPOT_UPDATE_LINE_ITEMUpdate line item properties
HUBSPOT_ARCHIVE_LINE_ITEM_BY_IDArchive a line item
HUBSPOT_ARCHIVE_BATCH_OF_LINE_ITEMS_BY_IDArchive multiple line items
HUBSPOT_MERGE_LINE_ITEMSMerge duplicate line items

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Email Management

Manage email records and marketing emails.
ToolDescription
HUBSPOT_CREATE_EMAILCreate an email record
HUBSPOT_GET_EMAIL_BY_IDRetrieve email details
HUBSPOT_UPDATE_EMAILUpdate email properties
HUBSPOT_ARCHIVE_EMAILArchive an email (move to recycling bin)
HUBSPOT_ARCHIVE_A_BATCH_OF_EMAILS_BY_IDArchive multiple emails
HUBSPOT_ARCHIVE_EMAILSArchive multiple emails by IDs

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Feedback Submissions

Manage customer feedback and survey submissions.
ToolDescription
HUBSPOT_GET_FEEDBACK_SUBMISSIONRetrieve feedback details
HUBSPOT_ARCHIVE_FEEDBACK_SUBMISSIONArchive a feedback submission
HUBSPOT_ARCHIVE_BATCH_OF_FEEDBACK_SUBMISSIONS_BY_IDArchive multiple submissions
HUBSPOT_SEARCH_FEEDBACK_SUBMISSIONSSearch feedback submissions

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Marketing Campaigns

Manage marketing campaigns and assets.
ToolDescription
HUBSPOT_ADD_ASSET_ASSOCIATIONAssociate assets (forms, lists, URLs) with campaigns
HUBSPOT_GET_CAMPAIGNRetrieve campaign details
HUBSPOT_LIST_CAMPAIGNSList marketing campaigns

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Properties & Schema

Manage custom properties for CRM objects.
ToolDescription
HUBSPOT_CREATE_PROPERTYCreate a custom property
HUBSPOT_GET_PROPERTYRetrieve property definition
HUBSPOT_UPDATE_PROPERTYUpdate property settings
HUBSPOT_ARCHIVE_PROPERTYArchive a property
HUBSPOT_CREATE_A_BATCH_OF_PROPERTIESCreate multiple properties
HUBSPOT_ARCHIVE_BATCH_OF_PROPERTIESArchive multiple properties
HUBSPOT_LIST_PROPERTIESList all properties for an object type

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CRM Objects (Generic)

Work with any CRM object type using generic endpoints.
ToolDescription
HUBSPOT_CREATE_CRM_OBJECTCreate any CRM object type
HUBSPOT_GET_CRM_OBJECT_BY_IDRetrieve any object by type and ID
HUBSPOT_UPDATE_CRM_OBJECTUpdate any object’s properties
HUBSPOT_ARCHIVE_A_CRM_OBJECT_BY_IDArchive any object
HUBSPOT_ARCHIVE_BATCH_OF_OBJECTS_BY_IDArchive multiple objects
HUBSPOT_SEARCH_CRM_OBJECTSSearch any object type
HUBSPOT_BULK_CREATE_CRM_OBJECTSBulk create any object type

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Associations

Manage relationships between CRM objects.
ToolDescription
HUBSPOT_CREATE_ASSOCIATIONCreate association between objects
HUBSPOT_DELETE_ASSOCIATIONRemove association between objects
HUBSPOT_GET_ASSOCIATIONSList associations for an object
HUBSPOT_BATCH_CREATE_ASSOCIATIONSCreate multiple associations
HUBSPOT_BATCH_DELETE_ASSOCIATIONSRemove multiple associations

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Event Templates

Manage custom event templates for tracking.
ToolDescription
HUBSPOT_ADD_TOKEN_TO_EVENT_TEMPLATEAdd custom data tokens to event templates
HUBSPOT_CREATE_EVENT_TEMPLATECreate a new event template
HUBSPOT_UPDATE_EVENT_TEMPLATEUpdate event template settings

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Example Workflows

Scenario: Automatically qualify and route new leadsPrompt:
"A new lead came in: Emily Chen, email: [email protected], company: StartupIO, interested in Enterprise plan. Create the contact, associate with their company, and create a follow-up task."
What happens:
  • Creates new contact with all details
  • Creates or finds company record
  • Associates contact with company
  • Creates follow-up task

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Authentication

OAuth2 Authentication: This connection uses OAuth2 for secure authentication.

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How It Works

When you connect HubSpot in NimbleBrain Studio:
  1. You’ll be redirected to HubSpot’s authorization page
  2. Log in with your HubSpot account
  3. Grant the requested permissions
  4. You’re automatically redirected back to Studio

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Required Scopes

The integration requests appropriate scopes based on your needs: CRM Scopes:
  • crm.objects.contacts.read / .write - Contact management
  • crm.objects.companies.read / .write - Company management
  • crm.objects.deals.read / .write - Deal management
  • crm.objects.owners.read - View team members
  • crm.schemas.contacts.read - Read object schemas
Service Scopes:
  • tickets - Ticket management
Marketing Scopes:
  • content - Content and email management
Permissions are requested at connection time. You can review and manage connected apps in your HubSpot settings under Integrations → Connected Apps.

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Rate Limits

HubSpot API has rate limits based on your subscription:
PlanAPI Calls/DayBurst Limit
Free250,000100/10s
Starter500,000100/10s
Professional1,000,000150/10s
EnterpriseCustom200/10s
Batch operations are more efficient and count as fewer API calls. Use them when working with multiple records.

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Troubleshooting

Issue: OAuth authorization didn’t completeSolutions:
  • Ensure you’re logged into the correct HubSpot account
  • Check that your HubSpot account has API access
  • Try disconnecting and reconnecting
  • Clear browser cookies and try again
Issue: 403 Forbidden errorsSolutions:
  • Reconnect to grant additional scopes
  • Verify your HubSpot user role has required permissions
  • Some features require Professional or Enterprise plans
Issue: 429 Too Many RequestsSolutions:
  • Wait for rate limit to reset
  • Use batch operations instead of individual calls
  • Consider upgrading your HubSpot plan
Issue: 404 Not FoundSolutions:
  • Verify the record ID is correct
  • Check if the record was archived or deleted
  • Ensure you have permission to view the record

HubSpot API Reference

Official HubSpot API documentation

HubSpot Academy

Free training and certifications

HubSpot Community

Get help from the HubSpot community
Need help? Join the NimbleBrain Discord or email [email protected]