HubSpot Integration

Connect HubSpot to your Chipp AI so it can manage your CRM data — search contacts, track deals, look up companies, and create notes — all through natural conversation.

What the AI Can Do

Once connected, your agent gains nineteen tools across contacts, deals, companies, notes, associations, and lists:

Contacts

Tool	Description
hubspot_list_contacts	List contacts with email, phone, company, and lifecycle stage
hubspot_search_contacts	Search contacts by name, email, phone, or company
hubspot_get_contact	Get detailed information about a specific contact
hubspot_find_or_create_contact	Find a contact by email, or create it if missing (avoids duplicates in lead capture)
hubspot_create_contact	Create a new contact with email, name, phone, and more
hubspot_update_contact	Update an existing contact’s properties

Deals

Tool	Description
hubspot_list_deals	List deals with name, amount, stage, and close date
hubspot_search_deals	Search for deals by name or other properties
hubspot_get_deal	Get a specific deal, including its associated contacts and companies
hubspot_create_deal	Create a new deal with pipeline, stage, and amount
hubspot_update_deal	Update an existing deal’s properties

Companies

Tool	Description
hubspot_list_companies	List companies with domain, industry, and location
hubspot_search_companies	Search companies by name or domain
hubspot_get_company	Get a specific company, including its associated contacts and deals
hubspot_create_company	Create a new company record
hubspot_update_company	Update an existing company’s properties

Notes

Tool	Description
hubspot_create_note	Create a note and associate it with a contact, deal, or company

Associations and Lists

Tool	Description
hubspot_associate_records	Link two records: contact to company, contact to deal, or deal to company
hubspot_get_list_memberships	Get the members of a HubSpot list (segment) by list ID (read-only)

Connecting HubSpot

How It Works

Natural CRM Queries

The agent translates natural language into CRM operations:

• “Who is our contact at Acme?” triggers a contact search
• “What deals are in the negotiation stage?” lists deals filtered by stage
• “Log a note on the Enterprise deal that we discussed pricing” creates and associates a note

Pagination

List operations support pagination. When there are more results than the default page size, the agent can request additional pages to find what you need.

Contact Properties

Each contact includes:

• First name, last name, email, phone
• Company association
• Job title
• Lifecycle stage (subscriber, lead, MQL, SQL, opportunity, customer, etc.)

Deal Properties

Each deal includes:

• Deal name and amount
• Pipeline and deal stage
• Close date
• Owner assignment

Example Use Cases

• Sales assistant — “Show me all deals closing this month and their total value”
• Contact lookup — “Find the contact info for the VP of Engineering at TechCorp”
• CRM data entry — “Create a deal called ‘Enterprise License’ for $50,000 in the Sales pipeline”
• Activity logging — “Add a note to John’s contact that we had a call today about renewal”
• Pipeline review — “How many deals are in each stage of the pipeline?”
• Company research — “What companies do we have in the healthcare industry?”

Billing

HubSpot tool calls use your standard LLM token billing. There is no separate per-call fee.