HubSpot Integration
Give your AI agent the ability to manage contacts, deals, companies, and notes in HubSpot CRM.
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
In your app’s builder, navigate to the Build section and select the Integrations tab. Find HubSpot in the list of available integrations.
2
Click the Connect button next to HubSpot. You will be redirected to HubSpot’s authorization page.
3
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.
You need admin access to the HubSpot account to authorize the integration. The AI will be able to create and modify CRM records.
4
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.