CRM & Support
🧲 HubSpot integration
Access levels: Read-only · Read + write CRM · Full access · Verified
CRM & Support
Access levels: Read-only · Read + write CRM · Full access · Verified
Connect HubSpot once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.
You can change an account's access level any time under Manage. It applies instantly, no re-authorization. If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.
Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.
The level you pick at connect time is enforced on our side for every agent call: an agent can never do more than the level allows, no matter what it's asked.
| Level | What it allows | |
|---|---|---|
| Read-only | Read contacts, companies, deals, tickets. | |
| Read + write CRM | Read/write contacts, companies, deals, tickets. | Recommended |
| Full access | Everything plus workflows, content, forms, leads. |
On top of the connection's level, every agent can be individually allowed, scoped down, or denied for this app from the Integrations page. Deny an agent and it doesn't even see the connection.
The 233 tools agents use in HubSpot through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.
| Tool | What it does | Access level |
|---|---|---|
Add asset associationHUBSPOT_ADD_ASSET_ASSOCIATION | Associates an existing asset ('FORM', 'OBJECT_LIST', or 'EXTERNAL_WEB_URL') with a specified HubSpot marketing campaign. | Read + write CRM, Full access |
Add token to event templateHUBSPOT_ADD_TOKEN_TO_EVENT_TEMPLATE | Adds a new custom data token to an existing event template for a specified HubSpot application, optionally populating a CRM object property if objectPropertyName is provided. | Read + write CRM, Full access |
Archive batch of feedback submissionsHUBSPOT_ARCHIVE_BATCH_OF_FEEDBACK_SUBMISSIONS | Asynchronously archives a batch of HubSpot feedback submissions using their unique IDs, which must correspond to valid and existing submissions; the operation is queued, and submissions are moved from active views witho… | Read + write CRM, Full access |
Archive batch of line itemsHUBSPOT_ARCHIVE_BATCH_OF_LINE_ITEMS | Archives a batch of existing line items by their unique IDs in HubSpot CRM; this operation is irreversible via the API. | Full access |
Archive batch of objectsHUBSPOT_ARCHIVE_BATCH_OF_OBJECTS | Archives a batch of existing, non-archived CRM objects of a specified objectType by their IDs, effectively hiding them from active use. | Full access |
Archive batch of propertiesHUBSPOT_ARCHIVE_BATCH_OF_PROPERTIES | Archives a batch of properties by their internal names for a specified HubSpot CRM object type; this operation is idempotent and safe to retry. | Full access |
Archive batch of quotesHUBSPOT_ARCHIVE_BATCH_OF_QUOTES | Archives a batch of existing quotes by their IDs, removing them from active views while keeping them accessible in your HubSpot account for viewing, downloading, cloning, or deletion; note that archived quotes cannot be… | Full access |
Archive companiesHUBSPOT_ARCHIVE_COMPANIES | Archives multiple HubSpot companies by their IDs. | Full access |
Archive companyHUBSPOT_ARCHIVE_COMPANY | Archives an existing company in HubSpot CRM by its companyId, moving it to a recycling bin from which it can be restored, rather than permanently deleting it. | Full access |
Archive contactHUBSPOT_ARCHIVE_CONTACT | Archives a HubSpot contact by its ID. | Full access |
Archive contactsHUBSPOT_ARCHIVE_CONTACTS | Archives multiple HubSpot contacts by their IDs. | Full access |
Archive crm object by idHUBSPOT_ARCHIVE_CRM_OBJECT_BY_ID | Archives a specific HubSpot CRM object by its type and ID, moving it to the recycling bin; this action is irreversible via the API but objects can often be restored via the HubSpot UI. | Full access |
Archive dealsHUBSPOT_ARCHIVE_DEALS | Archives multiple HubSpot deals by their IDs. | Full access |
Archive emailHUBSPOT_ARCHIVE_EMAIL | Archives the HubSpot email specified by emailId by moving it to the recycling bin, making it inaccessible unless restored. | Full access |
Archive emailsHUBSPOT_ARCHIVE_EMAILS | Archives multiple HubSpot emails by their IDs. | Full access |
Archive feedback submissionHUBSPOT_ARCHIVE_FEEDBACK_SUBMISSION | Archives an existing, non-archived Feedback Submission in HubSpot CRM by its ID, moving it to the recycling bin (not permanently deleting it). | Full access |
Archive line itemHUBSPOT_ARCHIVE_LINE_ITEM | Archives a specific HubSpot line item by its ID, moving it to a recoverable state. | Full access |
Archive productHUBSPOT_ARCHIVE_PRODUCT | Archives a HubSpot product by its ID. | Full access |
Archive productsHUBSPOT_ARCHIVE_PRODUCTS | Archives multiple HubSpot products by their IDs. | Full access |
Archive property by object type and nameHUBSPOT_ARCHIVE_PROPERTY_BY_OBJECT_TYPE_AND_NAME | Archives a specified CRM property by its object type and name, moving it to the recycling bin; note that some default HubSpot properties cannot be archived. | Full access |
Archive property groupHUBSPOT_ARCHIVE_PROPERTY_GROUP | Archives a HubSpot property group, making it inactive and hidden (not permanently deleted, allowing potential restoration) with immediate effect on its CRM visibility and usability. | Full access |
Archive quoteHUBSPOT_ARCHIVE_QUOTE | Archives a HubSpot Quote object by ID, moving it to the recycling bin where it can be restored within 90 days. | Full access |
Archive ticketHUBSPOT_ARCHIVE_TICKET | Archives a HubSpot ticket by its ID. | Full access |
Archive ticketsHUBSPOT_ARCHIVE_TICKETS | Archives multiple HubSpot tickets by their IDs. | Full access |
Audit pipeline changesHUBSPOT_AUDIT_PIPELINE_CHANGES | Retrieves a reverse chronological audit log of all changes for a specific, existing HubSpot CRM pipeline, which is identified by its pipelineId and a valid objectType that supports pipelines (e.g., 'deals', 'tickets… | All levels |
Batch read companies by propertiesHUBSPOT_BATCH_READ_COMPANIES_BY_PROPERTIES | Batch-retrieves up to 100 HubSpot company records by their IDs in a single request. | All levels |
Batch update quotesHUBSPOT_BATCH_UPDATE_QUOTES | Updates multiple existing HubSpot quotes in a batch; each quote is identified by its object ID or a custom unique property (via idProperty), and only writable properties are modified. | Read + write CRM, Full access |
Cancel importHUBSPOT_CANCEL_IMPORT | Cancels an active HubSpot data import job using its importId; this action is irreversible, and any data already processed will remain. | Full access |
Clone marketing emailHUBSPOT_CLONE_MARKETING_EMAIL | Duplicates an existing HubSpot marketing email, identified by its id, into a new draft; an optional cloneName can be assigned to this new email copy. | Read + write CRM, Full access |
Configure calling extension settingsHUBSPOT_CONFIGURE_CALLING_EXTENSION_SETTINGS | Configures or updates settings for a HubSpot app's calling extension, including its name, UI URL, iframe dimensions, isReady status, and supportsCustomObjects flag, for the specified appId. | Read + write CRM, Full access |
Create ab test variationHUBSPOT_CREATE_AB_TEST_VARIATION | Creates a new A/B test variation for an existing HubSpot marketing email, using its contentId; the new variation is created as a draft that can be edited before publishing. | Read + write CRM, Full access |
Create and return a new property groupHUBSPOT_CREATE_AND_RETURN_A_NEW_PROPERTY_GROUP | Creates a new, empty property group for a specified CRM object type in HubSpot, requiring a unique group name for that object type; properties must be added separately. | Read + write CRM, Full access |
Create associationHUBSPOT_CREATE_ASSOCIATION | Creates a new custom association definition (schema) for a custom object in HubSpot, specifying how this object type can relate to another object type; this defines the association type itself, not actual record-to-reco… | Read + write CRM, Full access |
Create a new marketing emailHUBSPOT_CREATE_A_NEW_MARKETING_EMAIL | Creates a new marketing email in HubSpot, allowing comprehensive configuration of content, recipients, sender details, A/B testing, scheduling, web version, and other settings; the internal name for the email is requi… | Read + write CRM, Full access |
Create batch of feedback submissionsHUBSPOT_CREATE_BATCH_OF_FEEDBACK_SUBMISSIONS | Creates a batch of feedback submissions in HubSpot, ideal for bulk imports; all property names, associationTypeIds, and association to_ids must reference existing entities in HubSpot. | Read + write CRM, Full access |
Create batch of objectsHUBSPOT_CREATE_BATCH_OF_OBJECTS | Creates multiple CRM objects of a specified objectType (e.g., contacts, companies, deals) in a single batch operation, where each object can have its own set of properties and associations. | Read + write CRM, Full access |
Create batch of propertiesHUBSPOT_CREATE_BATCH_OF_PROPERTIES | Efficiently creates multiple CRM properties in a single batch for a specified HubSpot object type (e.g., 'contacts', 'companies', custom object ID), ideal for schema setup or updates. | Read + write CRM, Full access |
Create batch of quotesHUBSPOT_CREATE_BATCH_OF_QUOTES | Creates multiple HubSpot CRM quotes in a batch, ideal for bulk operations; provide meaningful quote details in inputs as property requirements can vary, and inspect response for individual quote statuses as partial su… | Read + write CRM, Full access |
Create campaignHUBSPOT_CREATE_CAMPAIGN | Creates a new HubSpot campaign. | Read + write CRM, Full access |
Create campaignsHUBSPOT_CREATE_CAMPAIGNS | Creates multiple HubSpot campaigns by calling the single campaign creation endpoint for each campaign. | Read + write CRM, Full access |
Create companiesHUBSPOT_CREATE_COMPANIES | Creates multiple new HubSpot companies in a single batch operation. | Read + write CRM, Full access |
Create companyHUBSPOT_CREATE_COMPANY | Creates a new HubSpot company. | Read + write CRM, Full access |
Create contactHUBSPOT_CREATE_CONTACT | Creates a new HubSpot contact. | Read + write CRM, Full access |
Create contactsHUBSPOT_CREATE_CONTACTS | Creates multiple new HubSpot contacts in a single batch operation. | Read + write CRM, Full access |
Create contact from nlHUBSPOT_CREATE_CONTACT_FROM_NL | Creates a new contact in HubSpot from a natural language description. | Read + write CRM, Full access |
Create crm object from nlHUBSPOT_CREATE_CRM_OBJECT_FROM_NL | Creates a new CRM object (contact, deal, company, ticket, or custom object) in HubSpot from a natural language description. | Read + write CRM, Full access |
Create crm object with propertiesHUBSPOT_CREATE_CRM_OBJECT_WITH_PROPERTIES | Creates a new HubSpot CRM object (e.g., contact, company, custom object) with specified properties (using valid internal names) and associations (to existing objects via valid type IDs). | Read + write CRM, Full access |
Create dealHUBSPOT_CREATE_DEAL | Creates a new HubSpot deal. | Read + write CRM, Full access |
Create dealsHUBSPOT_CREATE_DEALS | Creates multiple deals in HubSpot CRM; ensure any associated object IDs, deal stages, and pipeline IDs specified are valid and exist within the HubSpot account. | Read + write CRM, Full access |
Create deal from nlHUBSPOT_CREATE_DEAL_FROM_NL | Creates a new deal in HubSpot from a natural language description. | Read + write CRM, Full access |
Create emailHUBSPOT_CREATE_EMAIL | Creates a new HubSpot email engagement record. | Read + write CRM, Full access |
Create emailsHUBSPOT_CREATE_EMAILS | Creates multiple HubSpot emails in a single batch operation. | Read + write CRM, Full access |
Create event template for appHUBSPOT_CREATE_EVENT_TEMPLATE_FOR_APP | Creates a new event template for a HubSpot app, defining structure, custom properties (tokens), and appearance (Markdown with Handlebars) of custom timeline events for CRM objects; this template must exist before loggin… | Read + write CRM, Full access |
Create feedback submissionHUBSPOT_CREATE_FEEDBACK_SUBMISSION | Creates a new HubSpot feedback submission to record customer feedback (e.g., survey responses, support interactions), optionally associating it with CRM objects. | Read + write CRM, Full access |
Create line itemHUBSPOT_CREATE_LINE_ITEM | Creates a new HubSpot line item. | Read + write CRM, Full access |
Create line itemsHUBSPOT_CREATE_LINE_ITEMS | Creates multiple HubSpot line items in a single batch operation. | Read + write CRM, Full access |
Create noteHUBSPOT_CREATE_NOTE | Creates a new HubSpot CRM note. Use when you need to add a timestamped note with optional attachments and associations to contacts, companies, deals, or tickets. | Read + write CRM, Full access |
Create object associationHUBSPOT_CREATE_OBJECT_ASSOCIATION | Create or label an association between two CRM records using HubSpot Associations v4 API. | Read + write CRM, Full access |
Create object schemaHUBSPOT_CREATE_OBJECT_SCHEMA | Creates a new custom object schema in HubSpot CRM with unique naming for schema and properties, defined display/required/searchable properties within the 'properties' list, provided immutable labels, and correctly confi… | Read + write CRM, Full access |
Create or update draft versionHUBSPOT_CREATE_OR_UPDATE_DRAFT_VERSION | Creates or updates the draft version of a marketing email identified by emailId; if no draft exists, a new one is created from the current live version to prepare changes or A/B tests before publishing. | Read + write CRM, Full access |
Create pipelineHUBSPOT_CREATE_PIPELINE | Creates a new HubSpot pipeline for a specified CRM objectType (e.g., 'deals', 'tickets'), requiring the pipeline label be unique for that objectType and each stage label be unique within the pipeline. | Read + write CRM, Full access |
Create pipeline stageHUBSPOT_CREATE_PIPELINE_STAGE | Creates a new stage in a specified HubSpot CRM pipeline for a given object type, such as 'deals' or 'tickets'. | Read + write CRM, Full access |
Create productHUBSPOT_CREATE_PRODUCT | Creates a new HubSpot product. Note: Products are catalog items and cannot be directly associated with deals, contacts, or companies. To connect product information to a deal or quote, create a line item using HUBSPOT_C… | Read + write CRM, Full access |
Create productsHUBSPOT_CREATE_PRODUCTS | Creates multiple HubSpot products in a single batch operation. | Read + write CRM, Full access |
Create property for specified object typeHUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE | Creates a new custom property for a specified HubSpot CRM object type; ensure groupName refers to an existing property group for the objectType. | Read + write CRM, Full access |
Create quote objectHUBSPOT_CREATE_QUOTE_OBJECT | Creates a new quote object in HubSpot CRM with specified properties and associations. | Read + write CRM, Full access |
Create taskHUBSPOT_CREATE_TASK | Creates a new CRM task record. Use when adding a task with properties and optional associations. | Read + write CRM, Full access |
Create ticketHUBSPOT_CREATE_TICKET | Creates a new HubSpot ticket. | Read + write CRM, Full access |
Create ticketsHUBSPOT_CREATE_TICKETS | Creates multiple HubSpot tickets in a batch, each with its own properties and associations; inputs list must not be empty, each item needs properties, and associations/custom properties must be validly defined using… | Read + write CRM, Full access |
Create timeline eventHUBSPOT_CREATE_TIMELINE_EVENT | Creates an immutable custom timeline event on a CRM object's record using a specified, existing event template (identified by eventTemplateId), optionally updating CRM object properties if defined in the template; req… | Read + write CRM, Full access |
Create timeline events batchHUBSPOT_CREATE_TIMELINE_EVENTS_BATCH | Creates multiple immutable timeline events in a batch, ideal for bulk data imports or real-time synchronizations, using a valid event template; may update CRM properties if the template is so configured. | Read + write CRM, Full access |
Create workflowHUBSPOT_CREATE_WORKFLOW | Creates a new HubSpot workflow to automate processes; ensure enrollmentCriteria and actions use properties relevant to the specified objectTypeId. | Read + write CRM, Full access |
Delete calling extension settingsHUBSPOT_DELETE_CALLING_EXTENSION_SETTINGS | Permanently deletes the settings for a calling extension app, specified by its appId, rendering it unusable for all connected HubSpot accounts; this operation is irreversible. | Full access |
Delete campaignHUBSPOT_DELETE_CAMPAIGN | Permanently deletes a marketing campaign from HubSpot using its campaignGuid; returns a 204 No Content status even if the campaign does not exist. | Full access |
Delete campaigns batchHUBSPOT_DELETE_CAMPAIGNS_BATCH | Archives a batch of up to 50 marketing campaigns, hiding them from active views rather than permanently deleting them. | Full access |
Delete company gdprHUBSPOT_DELETE_COMPANY_GDPR | Permanently deletes a company (identified by objectId) and its associated data from HubSpot for GDPR compliance; this action is irreversible and requires the company to exist. | Full access |
Delete contact gdprHUBSPOT_DELETE_CONTACT_GDPR | Irreversibly erases a HubSpot contact and associated data per a GDPR request; if an email is given for a non-existent contact, it's blocklisted. | Full access |
Delete deal gdprHUBSPOT_DELETE_DEAL_GDPR | Archives a HubSpot deal by its ID. Note: HubSpot's GDPR permanent deletion API only supports contacts, not deals. This action archives the deal (moves to recycling bin for 90 days) as the closest available functionality. | Full access |
Delete line items gdprHUBSPOT_DELETE_LINE_ITEMS_GDPR | Permanently deletes a specified line item and its associated content for GDPR compliance; this action is irreversible and cannot be undone. | Full access |
Delete marketing emailHUBSPOT_DELETE_MARKETING_EMAIL | Permanently deletes a marketing email from your HubSpot account. | Full access |
Delete pipelineHUBSPOT_DELETE_PIPELINE | Permanently deletes a HubSpot pipeline and all its stages by pipelineId and objectType; this is irreversible, so use validation flags to avoid errors if the pipeline is not empty. | Full access |
Delete pipeline stageHUBSPOT_DELETE_PIPELINE_STAGE | Permanently deletes a specific pipeline stage for an objectType (e.g., 'deals', 'tickets') that supports pipelines; this operation is irreversible, so ensure no active CRM records are associated with the stage to prev… | Full access |
Delete schemaHUBSPOT_DELETE_SCHEMA | Deletes a HubSpot custom object schema by objectType. | Full access |
Delete timeline event templateHUBSPOT_DELETE_TIMELINE_EVENT_TEMPLATE | Permanently and irreversibly deletes a specific timeline event template, identified by its eventTemplateId, from the application appId. | Full access |
Delete video conferencing app settingsHUBSPOT_DELETE_VIDEO_CONFERENCING_APP_SETTINGS | Irreversibly deletes all settings for a video conferencing application identified by its appId in HubSpot, removing its configuration and preventing it from functioning until reconfigured; existing meetings and histor… | Full access |
Delete workflowHUBSPOT_DELETE_WORKFLOW | Permanently deletes a HubSpot workflow by its ID; deleted workflows cannot be restored via the API and the ID must exist. | Full access |
Fetch import error detailsHUBSPOT_FETCH_IMPORT_ERROR_DETAILS | Fetches a paginated list of read-only error details for a specific HubSpot CRM import, requiring a valid importId for a processed import. | All levels |
Fetch recording settingsHUBSPOT_FETCH_RECORDING_SETTINGS | Fetches call recording settings for a specified, existing HubSpot calling extension app. | All levels |
Fetch revenueHUBSPOT_FETCH_REVENUE | Fetches a revenue attribution report for a specified, existing marketing campaign, optionally using a specific attribution model and date range; if both start and end dates are given, endDate must not be earlier than… | All levels |
Get ab email variationHUBSPOT_GET_AB_EMAIL_VARIATION | Retrieves the alternate variation of a specified A/B marketing email; the emailId must identify an email currently in an A/B test. | All levels |
Get account infoHUBSPOT_GET_ACCOUNT_INFO | Gets current HubSpot account info (email, hubId, user details) using access-token lookup. | All levels |
Get active imports listHUBSPOT_GET_ACTIVE_IMPORTS_LIST | Retrieves a list of currently active import jobs in HubSpot for monitoring ongoing data operations. | All levels |
Get aggregated statisticsHUBSPOT_GET_AGGREGATED_STATISTICS | Retrieves aggregated statistics for marketing emails, optionally within an ISO8601 formatted time range, by email IDs, or specific email properties. | All levels |
Get aggregated statistic intervalsHUBSPOT_GET_AGGREGATED_STATISTIC_INTERVALS | Retrieves aggregated statistics for marketing emails (e.g., send counts), grouped by specified time intervals within a defined time range. | All levels |
Get all marketing emails for a hub spot accountHUBSPOT_GET_ALL_MARKETING_EMAILS_FOR_A_HUB_SPOT_ACCOUNT | Fetches a list of marketing emails from a HubSpot account, with options for filtering, sorting, pagination, and including performance statistics. | All levels |
Get campaignHUBSPOT_GET_CAMPAIGN | Retrieves a HubSpot campaign by its ID. | Read + write CRM, Full access |
Get campaignsHUBSPOT_GET_CAMPAIGNS | Retrieves multiple HubSpot campaigns. | All levels |
Get campaign metricsHUBSPOT_GET_CAMPAIGN_METRICS | Retrieves key attribution metrics for an existing marketing campaign, identified by its campaignGuid, within an optional date range. | All levels |
Get companyHUBSPOT_GET_COMPANY | Retrieves a HubSpot company by its ID. | Read + write CRM, Full access |
Get contact idsHUBSPOT_GET_CONTACT_IDS | Fetches a list of contact IDs for a specific HubSpot campaign based on interaction type. | All levels |
Get dealHUBSPOT_GET_DEAL | Retrieves a HubSpot deal by its ID. | Read + write CRM, Full access |
Get dealsHUBSPOT_GET_DEALS | Retrieves multiple HubSpot deals by their IDs in a single batch request. | Read + write CRM, Full access |
Get emailsHUBSPOT_GET_EMAILS | Retrieves multiple HubSpot email engagement records by their IDs in a single batch request. | Read + write CRM, Full access |
Get event templateHUBSPOT_GET_EVENT_TEMPLATE | Retrieves detailed information about a specific event template for a given application in HubSpot's CRM timeline. | All levels |
Get import record informationHUBSPOT_GET_IMPORT_RECORD_INFORMATION | Retrieves a comprehensive summary of a specific HubSpot CRM import record by its importId, including status, progress, updates, results, and errors; useful for monitoring and troubleshooting data imports. | All levels |
Get marketing email draftHUBSPOT_GET_MARKETING_EMAIL_DRAFT | Retrieves the draft version of a marketing email by its emailId; if no draft exists, returns the published version. | All levels |
Get marketing email revisionHUBSPOT_GET_MARKETING_EMAIL_REVISION | Retrieves a specific, previously saved revision of a marketing email using its unique email ID and revision ID. | All levels |
Get marketing email revisionsHUBSPOT_GET_MARKETING_EMAIL_REVISIONS | Retrieves a paginated list of all historical versions (including full state like content, settings, metadata) for a specified, existing marketing email; revision ID -1 identifies the current version. | All levels |
Get pipeline by idHUBSPOT_GET_PIPELINE_BY_ID | Retrieves a specific pipeline by its ID and CRM object type, detailing its stages and properties. | All levels |
Get pipeline stage auditHUBSPOT_GET_PIPELINE_STAGE_AUDIT | Retrieves a reverse chronological list of all mutations (changes) for a specific pipeline stage, including CREATE and UPDATE events with timestamps and details. | All levels |
Get productHUBSPOT_GET_PRODUCT | Retrieves a HubSpot product by its ID. | Read + write CRM, Full access |
Get productsHUBSPOT_GET_PRODUCTS | Retrieves multiple HubSpot products by their IDs. | Read + write CRM, Full access |
Get quoteHUBSPOT_GET_QUOTE | Retrieves a specific HubSpot quote by its unique identifier. | All levels |
Get segment membersHUBSPOT_GET_SEGMENT_MEMBERS | Retrieve segment (list) members ordered by join timestamp. | Read + write CRM, Full access |
Get the details of a specified marketing emailHUBSPOT_GET_THE_DETAILS_OF_A_SPECIFIED_MARKETING_EMAIL | Retrieves detailed information for a specific marketing email in HubSpot using its unique email ID, optionally including performance statistics and specific properties. | All levels |
Get ticketHUBSPOT_GET_TICKET | Retrieves a HubSpot ticket by its ID. | Read + write CRM, Full access |
Get ticketsHUBSPOT_GET_TICKETS | Retrieves multiple HubSpot tickets by their IDs. | Read + write CRM, Full access |
Get workflowsHUBSPOT_GET_WORKFLOWS | Retrieves a list of workflow summaries (ID, name, type, status) from HubSpot, using the 'limit' parameter for pagination. | Read + write CRM, Full access |
Get workflow by idHUBSPOT_GET_WORKFLOW_BY_ID | Retrieves comprehensive details for an existing HubSpot workflow by its unique ID; unsupported actions are designated 'UNSUPPORTED_ACTION' in the response. | Read + write CRM, Full access |
List assetsHUBSPOT_LIST_ASSETS | Lists assets of a specific assetType for a given HubSpot marketing campaignGuid, optionally including performance metrics for a date range. | All levels |
List association typesHUBSPOT_LIST_ASSOCIATION_TYPES | Lists all valid association types between two specified HubSpot CRM object types. | All levels |
List companiesHUBSPOT_LIST_COMPANIES | Retrieves a paginated list of HubSpot companies. | All levels |
List contactsHUBSPOT_LIST_CONTACTS | Retrieves a paginated list of HubSpot contacts. | All levels |
List contact propertiesHUBSPOT_LIST_CONTACT_PROPERTIES | Lists all contact properties in your HubSpot account, including custom properties you've created. | All levels |
List dealsHUBSPOT_LIST_DEALS | Retrieves a paginated list of HubSpot deals. | All levels |
List emailsHUBSPOT_LIST_EMAILS | Retrieves a paginated list of HubSpot emails, allowing selection of specific properties (with or without history), associated object IDs, and filtering by archive status. | All levels |
List event templatesHUBSPOT_LIST_EVENT_TEMPLATES | Retrieves all event templates associated with a valid appId for an existing application in HubSpot's CRM Timeline. | All levels |
List feedback submissionsHUBSPOT_LIST_FEEDBACK_SUBMISSIONS | Retrieves a paginated list of feedback submissions from HubSpot, allowing specification of properties (including history), associated object IDs, and filtering by archive status. | All levels |
List granted scopesHUBSPOT_LIST_GRANTED_SCOPES | Introspect the current OAuth access token and return its granted scopes and metadata. | All levels |
List object associationsHUBSPOT_LIST_OBJECT_ASSOCIATIONS | List all associations from a single CRM record to a specified target object type. | Read + write CRM, Full access |
List productsHUBSPOT_LIST_PRODUCTS | Retrieves a paginated list of HubSpot products. | All levels |
List quotesHUBSPOT_LIST_QUOTES | Retrieves a paginated list of quotes, allowing selection of specific properties, property history, associated object IDs, and filtering by archived status. | All levels |
List ticketsHUBSPOT_LIST_TICKETS | Retrieves a paginated list of HubSpot tickets. | All levels |
Merge companiesHUBSPOT_MERGE_COMPANIES | Merges two existing company records of the same type in HubSpot CRM, where objectIdToMerge is absorbed into primaryObjectId; this operation is irreversible. | Full access |
Merge contactsHUBSPOT_MERGE_CONTACTS | Merges two HubSpot contacts into one. | Full access |
Merge dealsHUBSPOT_MERGE_DEALS | Merges two HubSpot deals into one. | Full access |
Merge emailsHUBSPOT_MERGE_EMAILS | Merges two HubSpot emails into one. | Full access |
Merge feedback submissionsHUBSPOT_MERGE_FEEDBACK_SUBMISSIONS | Merges two existing feedback submissions by ID, primarily for consolidating duplicates or related feedback; this operation is irreversible, and primaryObjectId values take precedence in conflicts. | Full access |
Merge line itemsHUBSPOT_MERGE_LINE_ITEMS | Merges two line items, objectIdToMerge into primaryObjectId, which must be of the same type; objectIdToMerge is absorbed and the operation is irreversible. | Full access |
Merge objectsHUBSPOT_MERGE_OBJECTS | Merges two distinct HubSpot CRM objects of the same objectType, consolidating data into primaryObjectId (which is preserved) and deleting objectIdToMerge; this operation is permanent and irreversible. | Full access |
Merge productsHUBSPOT_MERGE_PRODUCTS | Merges two HubSpot products into one. | Full access |
Merge quotesHUBSPOT_MERGE_QUOTES | Merges two distinct quotes of the same type by consolidating objectIdToMerge into primaryObjectId (e.g., for combining information or updating terms); this operation is irreversible. | Full access |
Merge ticketsHUBSPOT_MERGE_TICKETS | Merges two HubSpot tickets into one. | Full access |
Partially update crm object by idHUBSPOT_PARTIALLY_UPDATE_CRM_OBJECT_BY_ID | Partially updates specified properties of a CRM object (e.g., contact, company, deal) identified by its type and ID, or optionally by a unique property value if idProperty is specified. | Read + write CRM, Full access |
Permanently delete contact via gdprHUBSPOT_PERMANENTLY_DELETE_CONTACT_VIA_GDPR | Permanently deletes a HubSpot contact and all its associated data for GDPR compliance, identifying the contact by its ID or another unique property. | Full access |
Publish marketing emailHUBSPOT_PUBLISH_MARKETING_EMAIL | Publishes or sends a specified HubSpot marketing email that is valid and ready for sending; requires Marketing Hub Enterprise or the transactional email add-on. | Read + write CRM, Full access |
Purge schemaHUBSPOT_PURGE_SCHEMA | Permanently and irreversibly deletes the schema for an existing objectType in HubSpot CRM; this deprecated endpoint should be used with extreme caution. | Full access |
Read all properties for object typeHUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE | Retrieves definitions and metadata (not actual values) for properties of a specified HubSpot CRM object type (e.g., 'contacts', 'companies', 'deals', or custom objects). | All levels |
Read apage of objects by typeHUBSPOT_READ_APAGE_OF_OBJECTS_BY_TYPE | Retrieves a paginated list of objects for a specified and valid HubSpot CRM object type (e.g., 'contacts', 'companies', 'deals', or custom ID). | All levels |
Read associations batchHUBSPOT_READ_ASSOCIATIONS_BATCH | Batch-read CRM associations (e.g., deals→contacts, deals→companies) for up to 1,000 source record IDs in one request. | Read + write CRM, Full access |
Read a crm property by nameHUBSPOT_READ_A_CRM_PROPERTY_BY_NAME | Reads a specific CRM property definition for a given HubSpot object type by its internal name. | All levels |
Read batch crm object propertiesHUBSPOT_READ_BATCH_CRM_OBJECT_PROPERTIES | Retrieves property definitions (metadata) for a batch of CRM object properties for a specified object type. | All levels |
Read batch feedback submissions by id or propertyHUBSPOT_READ_BATCH_FEEDBACK_SUBMISSIONS_BY_ID_OR_PROPERTY | Retrieves up to 100 feedback submissions in a batch using their IDs or a specified unique idProperty, optionally including specified properties and their history. | All levels |
Read batch of crm objects by id or property valuesHUBSPOT_READ_BATCH_OF_CRM_OBJECTS_BY_ID_OR_PROPERTY_VALUES | Reads a batch of CRM objects of a specified objectType using their HubSpot IDs or unique property values from the inputs list, allowing retrieval of specific properties, their historical values (`propertiesWithHis… | All levels |
Read batch of line items by id or property valuesHUBSPOT_READ_BATCH_OF_LINE_ITEMS_BY_ID_OR_PROPERTY_VALUES | Retrieves a batch of HubSpot CRM line items by their IDs, or optionally by values of a custom unique property defined in idProperty. | All levels |
Read batch of quotes by property valuesHUBSPOT_READ_BATCH_OF_QUOTES_BY_PROPERTY_VALUES | Efficiently retrieves a batch of HubSpot CRM quotes by their IDs (or a specified unique property), optionally including archived quotes, specific properties, and property history. | All levels |
Read budgetHUBSPOT_READ_BUDGET | Fetches detailed budget (total, spent, remaining) and spend information for a marketing campaign, including an 'order' field for sequencing budget/spend items (0 is oldest). | All levels |
Read contactHUBSPOT_READ_CONTACT | Retrieves a HubSpot contact by its ID. | Read + write CRM, Full access |
Read contactsHUBSPOT_READ_CONTACTS | Batch read multiple HubSpot contacts by their IDs or custom identifier property. | Read + write CRM, Full access |
Read crm object by idHUBSPOT_READ_CRM_OBJECT_BY_ID | Retrieves a specific CRM object (e.g., contact, company, deal, ticket) by its ID or a unique property, optionally including specific properties, history, and associations. | All levels |
Read emailHUBSPOT_READ_EMAIL | Call this to retrieve an existing HubSpot email by its emailId or an alternative unique idProperty. | All levels |
Read feedback submission by idHUBSPOT_READ_FEEDBACK_SUBMISSION_BY_ID | Reads a HubSpot feedback submission by its ID, optionally using a custom unique 'idProperty', and allows specifying properties to return including history and associations. | All levels |
Read property groupHUBSPOT_READ_PROPERTY_GROUP | Retrieves metadata for a specific property group of a given CRM object type, detailing its structure and attributes, but not the actual property values of CRM objects. | All levels |
Read property groups for object typeHUBSPOT_READ_PROPERTY_GROUPS_FOR_OBJECT_TYPE | Retrieves all property groups in a single call for a specified HubSpot CRM object type (e.g., 'contacts', 'companies'), returning only the groups themselves, not the individual properties within them. | All levels |
Remove asset associationHUBSPOT_REMOVE_ASSET_ASSOCIATION | Disassociates an asset from a HubSpot marketing campaign. | Full access |
Remove associationHUBSPOT_REMOVE_ASSOCIATION | Remove all associations between two CRM records using the v4 associations endpoint. | Full access |
Remove association from schemaHUBSPOT_REMOVE_ASSOCIATION_FROM_SCHEMA | Permanently removes a specified association definition (type) from a HubSpot object's schema, preventing future creations of this association type without affecting existing instances. | Full access |
Remove dealHUBSPOT_REMOVE_DEAL | Removes a HubSpot deal by its ID. | Full access |
Remove token from event templateHUBSPOT_REMOVE_TOKEN_FROM_EVENT_TEMPLATE | Removes a token from a HubSpot event template, preventing its inclusion in new events created from that template. | Full access |
Render event detail templateHUBSPOT_RENDER_EVENT_DETAIL_TEMPLATE | Renders detailed information for a specific HubSpot CRM timeline event using a predefined event template, ignoring extraData references in the template not present in event data. | All levels |
Render event header or detail as htmlHUBSPOT_RENDER_EVENT_HEADER_OR_DETAIL_AS_HTML | Renders an event's header or detail template as HTML for a specified event on the HubSpot CRM timeline, using a given event template ID and event ID. | All levels |
Replace all properties of pipelineHUBSPOT_REPLACE_ALL_PROPERTIES_OF_PIPELINE | Overwrites an entire CRM pipeline (specified by objectType and pipelineId) and all its stages with a new definition, returning the updated pipeline. | Full access |
Replace pipeline stage propertiesHUBSPOT_REPLACE_PIPELINE_STAGE_PROPERTIES | Replaces all properties of a specified pipeline stage; the new label must be unique within the pipeline, and if objectType is 'deals', the metadata must include a 'probability' key. | Read + write CRM, Full access |
Reset draftHUBSPOT_RESET_DRAFT | Resets a marketing email's draft to its currently published (live) version, discarding all unpublished changes; the email must have a live version to revert to. | Full access |
Restore email revisionHUBSPOT_RESTORE_EMAIL_REVISION | Restores a specific revision of a marketing email to a DRAFT state, overwriting any existing draft. | Read + write CRM, Full access |
Restore marketing email revisionHUBSPOT_RESTORE_MARKETING_EMAIL_REVISION | Restores a specific, existing, non-active revision of a marketing email to become the new live version for that email. | Read + write CRM, Full access |
Retrieve all object schemasHUBSPOT_RETRIEVE_ALL_OBJECT_SCHEMAS | Retrieves all object schema definitions (not data records) for a HubSpot account, supporting retrieval of either active or archived schemas. | All levels |
Retrieve all pipelines for specified object typeHUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE | Retrieves all pipelines in HubSpot for a specified CRM object type, such as deals or tickets. | All levels |
Retrieve calling settings for appHUBSPOT_RETRIEVE_CALLING_SETTINGS_FOR_APP | Retrieves the read-only calling extension settings for a specific HubSpot app; the app must exist and have calling extensions configured. | All levels |
Retrieve line itemsHUBSPOT_RETRIEVE_LINE_ITEMS | Fetches a paginated list of HubSpot CRM line items, allowing selection of specific properties (including history), associated object IDs, and filtering by archive status; ensure property and association names are valid… | All levels |
Retrieve line item by idHUBSPOT_RETRIEVE_LINE_ITEM_BY_ID | Retrieves a HubSpot CRM line item by its ID or a specified unique property (idProperty). | All levels |
Retrieve object schemaHUBSPOT_RETRIEVE_OBJECT_SCHEMA | Fetches the detailed schema definition for a specified, existing standard or custom HubSpot CRM object type; this action is read-only and does not create or modify schemas. | All levels |
Retrieve ownersHUBSPOT_RETRIEVE_OWNERS | Retrieves a list of all owners in the HubSpot CRM, including their ID, first name, last name, email, and user ID. | Read + write CRM, Full access |
Retrieve owner by id or user idHUBSPOT_RETRIEVE_OWNER_BY_ID_OR_USER_ID | Retrieves a specific HubSpot CRM owner by their ID, with options to specify ID type (owner or user) and to include archived records. | Read + write CRM, Full access |
Retrieve page of crm ownersHUBSPOT_RETRIEVE_PAGE_OF_CRM_OWNERS | Retrieves a paginated list of CRM owners from HubSpot, optionally filtering by email or archived status. | All levels |
Retrieve pipeline stagesHUBSPOT_RETRIEVE_PIPELINE_STAGES | Fetches all stages for a specified HubSpot CRM object type and pipeline ID. | All levels |
Retrieve pipeline stage by idHUBSPOT_RETRIEVE_PIPELINE_STAGE_BY_ID | Fetches detailed properties and metadata (e.g., label, display order, custom properties) for a specific stage within a HubSpot CRM pipeline, identified by its objectType, pipelineId, and stageId. | All levels |
Retrieve timeline event by idsHUBSPOT_RETRIEVE_TIMELINE_EVENT_BY_IDS | Retrieves a specific HubSpot CRM timeline event by its application ID, event template ID, and event ID, returning event details including timestamp, tokens, and associated object information. | All levels |
Retrieve video conference settings by idHUBSPOT_RETRIEVE_VIDEO_CONFERENCE_SETTINGS_BY_ID | Retrieves video conference application settings, such as webhook URLs and user/account management configurations, for a specified appId. | All levels |
Search campaignsHUBSPOT_SEARCH_CAMPAIGNS | Searches for HubSpot campaigns. | All levels |
Search companiesHUBSPOT_SEARCH_COMPANIES | Searches for HubSpot companies using flexible criteria and filters. | All levels |
Search contacts by criteriaHUBSPOT_SEARCH_CONTACTS_BY_CRITERIA | Searches for HubSpot contacts using a text query, specific filter criteria (filters in a group are ANDed, groups are ORed), sorting, and pagination to retrieve selected properties. | Read + write CRM, Full access |
Search crm objects by criteriaHUBSPOT_SEARCH_CRM_OBJECTS_BY_CRITERIA | Searches HubSpot CRM objects (e.g., 'contacts', 'companies') by objectType using complex criteria including filters, sorting, and pagination; property names used in filters, sorts, and returned properties must be vali… | Read + write CRM, Full access |
Search dealsHUBSPOT_SEARCH_DEALS | Searches for HubSpot deals using flexible criteria and filters. | Read + write CRM, Full access |
Search emailsHUBSPOT_SEARCH_EMAILS | Searches for HubSpot emails using flexible criteria and filters. | All levels |
Search feedback submissionsHUBSPOT_SEARCH_FEEDBACK_SUBMISSIONS | Searches for feedback submissions in HubSpot CRM using text query, filter groups, sorting, and pagination, returning specified properties. | All levels |
Search line items by criteriaHUBSPOT_SEARCH_LINE_ITEMS_BY_CRITERIA | Searches HubSpot line items using criteria including filters, sorting, and pagination; after must be a valid cursor from a previous response, and sorts/properties must refer to valid line item property names. | All levels |
Search productsHUBSPOT_SEARCH_PRODUCTS | Searches for HubSpot products using flexible criteria and filters. | Read + write CRM, Full access |
Search quotes by criteriaHUBSPOT_SEARCH_QUOTES_BY_CRITERIA | Searches HubSpot CRM quotes using a text query, complex filter criteria, sorting, and pagination. | All levels |
Search ticketsHUBSPOT_SEARCH_TICKETS | Searches for HubSpot tickets using flexible criteria and filters. | All levels |
Set call recording settingsHUBSPOT_SET_CALL_RECORDING_SETTINGS | Configures the URL (urlToRetrieveAuthedRecording) that HubSpot uses to retrieve call recordings for a specified third-party calling app (appId). | Read + write CRM, Full access |
Start importHUBSPOT_START_IMPORT | Call this action to start an asynchronous data import into HubSpot CRM using uploaded files and a detailed importRequest JSON configuration, ensuring this JSON correctly maps file columns to HubSpot properties and fil… | Read + write CRM, Full access |
Update a marketing emailHUBSPOT_UPDATE_A_MARKETING_EMAIL | Updates properties of an existing marketing email identified by its emailId; unspecified fields retain their current values. | Read + write CRM, Full access |
Update batch feedback submissionsHUBSPOT_UPDATE_BATCH_FEEDBACK_SUBMISSIONS | Updates a batch of HubSpot feedback submissions; property keys must be existing internal HubSpot names and values must be correctly formatted strings. | Read + write CRM, Full access |
Update batch of objects by idor property valuesHUBSPOT_UPDATE_BATCH_OF_OBJECTS_BY_IDOR_PROPERTY_VALUES | Performs a batch update on a valid objectType where properties are writeable and any idProperty used is designated unique; updates can be partial. | Read + write CRM, Full access |
Update calling app recording settingsHUBSPOT_UPDATE_CALLING_APP_RECORDING_SETTINGS | Updates the recording settings, such as the URL for retrieving authenticated recordings, for a specific calling extension app identified by its appId. | Read + write CRM, Full access |
Update calling extension settingsHUBSPOT_UPDATE_CALLING_EXTENSION_SETTINGS | Updates settings (e.g., display name, UI URL/dimensions, feature flags) for an existing calling extension app, identified by appId. | Read + write CRM, Full access |
Update campaignHUBSPOT_UPDATE_CAMPAIGN | Partially updates specific, writable properties of an existing HubSpot marketing campaign identified by campaignGuid; an empty string value in properties clears a property. | Read + write CRM, Full access |
Update campaignsHUBSPOT_UPDATE_CAMPAIGNS | Updates properties for up to 50 existing HubSpot marketing campaigns in a single batch operation. | Read + write CRM, Full access |
Update companiesHUBSPOT_UPDATE_COMPANIES | Updates multiple HubSpot companies in a single batch operation. | Read + write CRM, Full access |
Update companyHUBSPOT_UPDATE_COMPANY | Updates properties for an existing HubSpot company. | Read + write CRM, Full access |
Update contactHUBSPOT_UPDATE_CONTACT | Updates properties for an existing HubSpot contact. | Read + write CRM, Full access |
Update contactsHUBSPOT_UPDATE_CONTACTS | Updates multiple HubSpot contacts in a single batch operation. | Read + write CRM, Full access |
Update crm propertyHUBSPOT_UPDATE_CRM_PROPERTY | Updates attributes of an existing HubSpot CRM property, identified by its objectType and propertyName; only provided fields are modified, and changing a property's type can cause data loss if incompatible with exi… | Read + write CRM, Full access |
Update dealHUBSPOT_UPDATE_DEAL | Updates properties for an existing HubSpot deal. | Read + write CRM, Full access |
Update dealsHUBSPOT_UPDATE_DEALS | Updates multiple HubSpot deals in a single batch operation. | Read + write CRM, Full access |
Update emailHUBSPOT_UPDATE_EMAIL | Partially updates properties of an existing HubSpot email object, identified by emailId (as internal ID or custom unique property value if idProperty is given); the object must exist. | Read + write CRM, Full access |
Update emailsHUBSPOT_UPDATE_EMAILS | Updates multiple HubSpot emails in a single batch operation. | Read + write CRM, Full access |
Update event templateHUBSPOT_UPDATE_EVENT_TEMPLATE | Updates an existing HubSpot event template's name, display templates, and tokens; providing tokens replaces the entire existing list, and the id in the request body must match eventTemplateId in the path. | Read + write CRM, Full access |
Update feedback submissionHUBSPOT_UPDATE_FEEDBACK_SUBMISSION | Partially updates writable properties of an existing HubSpot Feedback Submission, identified by its feedbackSubmissionId (which can be an internal object ID, or a unique property value if idProperty is specified). | Read + write CRM, Full access |
Update line itemHUBSPOT_UPDATE_LINE_ITEM | Partially updates specified properties of an existing HubSpot Line Item, identified by lineItemId (as HubSpot object ID or value of idProperty if used); new values overwrite existing ones, and an empty string clears… | Read + write CRM, Full access |
Update line itemsHUBSPOT_UPDATE_LINE_ITEMS | Updates a batch of existing HubSpot CRM line items in a single operation, identifying each by its primary ID or a unique idProperty (which must be a unique identifier property in HubSpot), and modifies their specified… | Read + write CRM, Full access |
Update object schemaHUBSPOT_UPDATE_OBJECT_SCHEMA | Updates an existing custom object schema's metadata in HubSpot, such as its description, labels, display properties, required properties, searchable properties, and restorability, for a specified objectType that must… | Read + write CRM, Full access |
Update pipelineHUBSPOT_UPDATE_PIPELINE | Partially updates a CRM pipeline's label, display order, or restores an archived pipeline by setting archived to false. | Read + write CRM, Full access |
Update pipeline stageHUBSPOT_UPDATE_PIPELINE_STAGE | Partially updates a HubSpot CRM pipeline stage identified by objectType, pipelineId, and stageId, requiring metadata in the request; unspecified fields are unchanged. | Read + write CRM, Full access |
Update productHUBSPOT_UPDATE_PRODUCT | Updates properties for an existing HubSpot product. | Read + write CRM, Full access |
Update productsHUBSPOT_UPDATE_PRODUCTS | Updates multiple HubSpot products in a single batch operation. | Read + write CRM, Full access |
Update property groupHUBSPOT_UPDATE_PROPERTY_GROUP | Partially updates a property group's displayOrder or label for a specified CRM objectType in HubSpot. | Read + write CRM, Full access |
Update quoteHUBSPOT_UPDATE_QUOTE | Performs a partial update on an existing HubSpot quote's specified properties, identifying the quote by quoteId (either its internal ID or a custom unique property value if idProperty is provided). | Read + write CRM, Full access |
Update ticketHUBSPOT_UPDATE_TICKET | Updates properties for an existing HubSpot ticket. | Read + write CRM, Full access |
Update ticketsHUBSPOT_UPDATE_TICKETS | Updates multiple HubSpot tickets in a single batch operation. | Read + write CRM, Full access |
Update token on event templateHUBSPOT_UPDATE_TOKEN_ON_EVENT_TEMPLATE | Updates the label or options of an existing token within a specified HubSpot CRM event template; token name and data type remain unchanged. | Read + write CRM, Full access |
Update video conference app settingsHUBSPOT_UPDATE_VIDEO_CONFERENCE_APP_SETTINGS | Updates webhook URLs (for creating/updating/deleting meetings, fetching accounts, verifying users) for a video conference application specified by appId. | Read + write CRM, Full access |
Just ask in plain language: “check HubSpot for …”, “create … in HubSpot”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.
| Agent says | What's happening | Fix |
|---|---|---|
| "HubSpot isn't connected" | No active connection (or this agent is denied) | Connect on the Integrations page; check the agent's per-app policy |
| "The connection has expired" | HubSpot ended the authorization (they all do periodically) | Click Reconnect on the account, same settings, one click |
| "I'm not allowed to do that" | The action is above the account's access level, or the agent is scoped down | Raise the level under Manage, or adjust that agent's policy |
| It did something unexpected | The ask was ambiguous (e.g. matched an existing item) | Be explicit, "create a NEW …", and give agents a working folder where relevant |