# HubSpot Integration

Give your AI agent the ability to manage contacts, deals, companies, and notes in HubSpot CRM.

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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 thirteen tools across four CRM object types:

### 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_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_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_create_company** | Create a new company record |

### Notes

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

## Connecting HubSpot


  **1.** 
    <strong>Open the Integrations tab</strong>

    In your app's builder, navigate to the **Build** section and select the **Integrations** tab. Find **HubSpot** in the list of available integrations.
  


  **2.** 
    <strong>Click Connect</strong>

    Click the **Connect** button next to HubSpot. You will be redirected to HubSpot's authorization page.
  


  **3.** 
    <strong>Select your HubSpot account</strong>

    Choose the HubSpot account you want to connect and approve the requested permissions. The integration requests read and write access to contacts, deals, and companies.

    > **Note:** You need admin access to the HubSpot account to authorize the integration. The AI will be able to create and modify CRM records.
  


  **4.** 
    <strong>Test it out</strong>

    Once connected, open the chat preview and try:
    - "Search for contacts at Acme Corp"
    - "Show me all open deals over $10,000"
    - "Create a new contact for Sarah Johnson at sarah@example.com"
  


## 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.