---
title: "HubSpot Integration"
description: "Manage companies and contacts in HubSpot with CrewAI."
icon: "briefcase"
mode: "wide"
---

## Overview

Enable your agents to manage companies and contacts within HubSpot. Create new records and streamline your CRM processes with AI-powered automation.

## Prerequisites

Before using the HubSpot integration, ensure you have:

- A [CrewAI AMP](https://app.crewai.com) account with an active subscription.
- A HubSpot account with appropriate permissions.
- Connected your HubSpot account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors).

## Setting Up HubSpot Integration

### 1. Connect Your HubSpot Account

1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors).
2. Find **HubSpot** in the Authentication Integrations section.
3. Click **Connect** and complete the OAuth flow.
4. Grant the necessary permissions for company and contact management.
5. Copy your Enterprise Token from [Integration Settings](https://app.crewai.com/crewai_plus/settings/integrations)

### 2. Install Required Package

```bash
uv add crewai-tools
```

## Available Actions

<AccordionGroup>
  <Accordion title="hubspot/create_company">
    **Description:** Create a new company record in HubSpot.

    **Parameters:**
    - `name` (string, required): Name of the company.
    - `domain` (string, optional): Company Domain Name.
    - `industry` (string, optional): Industry. Must be one of the predefined values from HubSpot.
    - `phone` (string, optional): Phone Number.
    - `hubspot_owner_id` (string, optional): Company owner ID.
    - `type` (string, optional): Type of the company. Available values: `PROSPECT`, `PARTNER`, `RESELLER`, `VENDOR`, `OTHER`.
    - `city` (string, optional): City.
    - `state` (string, optional): State/Region.
    - `zip` (string, optional): Postal Code.
    - `numberofemployees` (number, optional): Number of Employees.
    - `annualrevenue` (number, optional): Annual Revenue.
    - `timezone` (string, optional): Time Zone.
    - `description` (string, optional): Description.
    - `linkedin_company_page` (string, optional): LinkedIn Company Page URL.
    - `company_email` (string, optional): Company Email.
    - `first_name` (string, optional): First Name of a contact at the company.
    - `last_name` (string, optional): Last Name of a contact at the company.
    - `about_us` (string, optional): About Us.
    - `hs_csm_sentiment` (string, optional): CSM Sentiment. Available values: `at_risk`, `neutral`, `healthy`.
    - `closedate` (string, optional): Close Date.
    - `hs_keywords` (string, optional): Company Keywords. Must be one of the predefined values.
    - `country` (string, optional): Country/Region.
    - `hs_country_code` (string, optional): Country/Region Code.
    - `hs_employee_range` (string, optional): Employee range.
    - `facebook_company_page` (string, optional): Facebook Company Page URL.
    - `facebookfans` (number, optional): Number of Facebook Fans.
    - `hs_gps_coordinates` (string, optional): GPS Coordinates.
    - `hs_gps_error` (string, optional): GPS Error.
    - `googleplus_page` (string, optional): Google Plus Page URL.
    - `owneremail` (string, optional): HubSpot Owner Email.
    - `ownername` (string, optional): HubSpot Owner Name.
    - `hs_ideal_customer_profile` (string, optional): Ideal Customer Profile Tier. Available values: `tier_1`, `tier_2`, `tier_3`.
    - `hs_industry_group` (string, optional): Industry group.
    - `is_public` (boolean, optional): Is Public.
    - `hs_last_metered_enrichment_timestamp` (string, optional): Last Metered Enrichment Timestamp.
    - `hs_lead_status` (string, optional): Lead Status. Available values: `NEW`, `OPEN`, `IN_PROGRESS`, `OPEN_DEAL`, `UNQUALIFIED`, `ATTEMPTED_TO_CONTACT`, `CONNECTED`, `BAD_TIMING`.
    - `lifecyclestage` (string, optional): Lifecycle Stage. Available values: `subscriber`, `lead`, `marketingqualifiedlead`, `salesqualifiedlead`, `opportunity`, `customer`, `evangelist`, `other`.
    - `linkedinbio` (string, optional): LinkedIn Bio.
    - `hs_linkedin_handle` (string, optional): LinkedIn handle.
    - `hs_live_enrichment_deadline` (string, optional): Live enrichment deadline.
    - `hs_logo_url` (string, optional): Logo URL.
    - `hs_analytics_source` (string, optional): Original Traffic Source.
    - `hs_pinned_engagement_id` (number, optional): Pinned Engagement ID.
    - `hs_quick_context` (string, optional): Quick context.
    - `hs_revenue_range` (string, optional): Revenue range.
    - `hs_state_code` (string, optional): State/Region Code.
    - `address` (string, optional): Street Address.
    - `address2` (string, optional): Street Address 2.
    - `hs_is_target_account` (boolean, optional): Target Account.
    - `hs_target_account` (string, optional): Target Account Tier. Available values: `tier_1`, `tier_2`, `tier_3`.
    - `hs_target_account_recommendation_snooze_time` (string, optional): Target Account Recommendation Snooze Time.
    - `hs_target_account_recommendation_state` (string, optional): Target Account Recommendation State. Available values: `DISMISSED`, `NONE`, `SNOOZED`.
    - `total_money_raised` (string, optional): Total Money Raised.
    - `twitterbio` (string, optional): Twitter Bio.
    - `twitterfollowers` (number, optional): Twitter Followers.
    - `twitterhandle` (string, optional): Twitter Handle.
    - `web_technologies` (string, optional): Web Technologies used. Must be one of the predefined values.
    - `website` (string, optional): Website URL.
    - `founded_year` (string, optional): Year Founded.
  </Accordion>

  <Accordion title="hubspot/create_contact">
    **Description:** Create a new contact record in HubSpot.

    **Parameters:**
    - `email` (string, required): Email address of the contact.
    - `firstname` (string, optional): First Name.
    - `lastname` (string, optional): Last Name.
    - `phone` (string, optional): Phone Number.
    - `hubspot_owner_id` (string, optional): Contact owner.
    - `lifecyclestage` (string, optional): Lifecycle Stage. Available values: `subscriber`, `lead`, `marketingqualifiedlead`, `salesqualifiedlead`, `opportunity`, `customer`, `evangelist`, `other`.
    - `hs_lead_status` (string, optional): Lead Status. Available values: `NEW`, `OPEN`, `IN_PROGRESS`, `OPEN_DEAL`, `UNQUALIFIED`, `ATTEMPTED_TO_CONTACT`, `CONNECTED`, `BAD_TIMING`.
    - `annualrevenue` (string, optional): Annual Revenue.
    - `hs_buying_role` (string, optional): Buying Role.
    - `cc_emails` (string, optional): CC Emails.
    - `ch_customer_id` (string, optional): Chargify Customer ID.
    - `ch_customer_reference` (string, optional): Chargify Customer Reference.
    - `chargify_sites` (string, optional): Chargify Site(s).
    - `city` (string, optional): City.
    - `hs_facebook_ad_clicked` (boolean, optional): Clicked Facebook ad.
    - `hs_linkedin_ad_clicked` (string, optional): Clicked LinkedIn Ad.
    - `hs_clicked_linkedin_ad` (string, optional): Clicked on a LinkedIn Ad.
    - `closedate` (string, optional): Close Date.
    - `company` (string, optional): Company Name.
    - `company_size` (string, optional): Company size.
    - `country` (string, optional): Country/Region.
    - `hs_country_region_code` (string, optional): Country/Region Code.
    - `date_of_birth` (string, optional): Date of birth.
    - `degree` (string, optional): Degree.
    - `hs_email_customer_quarantined_reason` (string, optional): Email address quarantine reason.
    - `hs_role` (string, optional): Employment Role. Must be one of the predefined values.
    - `hs_seniority` (string, optional): Employment Seniority. Must be one of the predefined values.
    - `hs_sub_role` (string, optional): Employment Sub Role. Must be one of the predefined values.
    - `hs_employment_change_detected_date` (string, optional): Employment change detected date.
    - `hs_enriched_email_bounce_detected` (boolean, optional): Enriched Email Bounce Detected.
    - `hs_facebookid` (string, optional): Facebook ID.
    - `hs_facebook_click_id` (string, optional): Facebook click id.
    - `fax` (string, optional): Fax Number.
    - `field_of_study` (string, optional): Field of study.
    - `followercount` (number, optional): Follower Count.
    - `gender` (string, optional): Gender.
    - `hs_google_click_id` (string, optional): Google ad click id.
    - `graduation_date` (string, optional): Graduation date.
    - `owneremail` (string, optional): HubSpot Owner Email (legacy).
    - `ownername` (string, optional): HubSpot Owner Name (legacy).
    - `industry` (string, optional): Industry.
    - `hs_inferred_language_codes` (string, optional): Inferred Language Codes. Must be one of the predefined values.
    - `jobtitle` (string, optional): Job Title.
    - `hs_job_change_detected_date` (string, optional): Job change detected date.
    - `job_function` (string, optional): Job function.
    - `hs_journey_stage` (string, optional): Journey Stage. Must be one of the predefined values.
    - `kloutscoregeneral` (number, optional): Klout Score.
    - `hs_last_metered_enrichment_timestamp` (string, optional): Last Metered Enrichment Timestamp.
    - `hs_latest_source` (string, optional): Latest Traffic Source.
    - `hs_latest_source_timestamp` (string, optional): Latest Traffic Source Date.
    - `hs_legal_basis` (string, optional): Legal basis for processing contact's data.
    - `linkedinbio` (string, optional): LinkedIn Bio.
    - `linkedinconnections` (number, optional): LinkedIn Connections.
    - `hs_linkedin_url` (string, optional): LinkedIn URL.
    - `hs_linkedinid` (string, optional): Linkedin ID.
    - `hs_live_enrichment_deadline` (string, optional): Live enrichment deadline.
    - `marital_status` (string, optional): Marital Status.
    - `hs_content_membership_email` (string, optional): Member email.
    - `hs_content_membership_notes` (string, optional): Membership Notes.
    - `message` (string, optional): Message.
    - `military_status` (string, optional): Military status.
    - `mobilephone` (string, optional): Mobile Phone Number.
    - `numemployees` (string, optional): Number of Employees.
    - `hs_analytics_source` (string, optional): Original Traffic Source.
    - `photo` (string, optional): Photo.
    - `hs_pinned_engagement_id` (number, optional): Pinned engagement ID.
    - `zip` (string, optional): Postal Code.
    - `hs_language` (string, optional): Preferred language. Must be one of the predefined values.
    - `associatedcompanyid` (number, optional): Primary Associated Company ID.
    - `hs_email_optout_survey_reason` (string, optional): Reason for opting out of email.
    - `relationship_status` (string, optional): Relationship Status.
    - `hs_returning_to_office_detected_date` (string, optional): Returning to office detected date.
    - `salutation` (string, optional): Salutation.
    - `school` (string, optional): School.
    - `seniority` (string, optional): Seniority.
    - `hs_feedback_show_nps_web_survey` (boolean, optional): Should be shown an NPS web survey.
    - `start_date` (string, optional): Start date.
    - `state` (string, optional): State/Region.
    - `hs_state_code` (string, optional): State/Region Code.
    - `hs_content_membership_status` (string, optional): Status.
    - `address` (string, optional): Street Address.
    - `tax_exempt` (string, optional): Tax Exempt.
    - `hs_timezone` (string, optional): Time Zone. Must be one of the predefined values.
    - `twitterbio` (string, optional): Twitter Bio.
    - `hs_twitterid` (string, optional): Twitter ID.
    - `twitterprofilephoto` (string, optional): Twitter Profile Photo.
    - `twitterhandle` (string, optional): Twitter Username.
    - `vat_number` (string, optional): VAT Number.
    - `ch_verified` (string, optional): Verified for ACH/eCheck Payments.
    - `website` (string, optional): Website URL.
    - `hs_whatsapp_phone_number` (string, optional): WhatsApp Phone Number.
    - `work_email` (string, optional): Work email.
    - `hs_googleplusid` (string, optional): googleplus ID.
  </Accordion>

  <Accordion title="hubspot/create_deal">
    **Description:** Create a new deal record in HubSpot.

    **Parameters:**
    - `dealname` (string, required): Name of the deal.
    - `amount` (number, optional): The value of the deal.
    - `dealstage` (string, optional): The pipeline stage of the deal.
    - `pipeline` (string, optional): The pipeline the deal belongs to.
    - `closedate` (string, optional): The date the deal is expected to close.
    - `hubspot_owner_id` (string, optional): The owner of the deal.
    - `dealtype` (string, optional): The type of deal. Available values: `newbusiness`, `existingbusiness`.
    - `description` (string, optional): A description of the deal.
    - `hs_priority` (string, optional): The priority of the deal. Available values: `low`, `medium`, `high`.
  </Accordion>

  <Accordion title="hubspot/create_record_engagements">
    **Description:** Create a new engagement (e.g., note, email, call, meeting, task) in HubSpot.

    **Parameters:**
    - `engagementType` (string, required): The type of engagement. Available values: `NOTE`, `EMAIL`, `CALL`, `MEETING`, `TASK`.
    - `hubspot_owner_id` (string, optional): The user the activity is assigned to.
    - `hs_timestamp` (string, optional): The date and time of the activity.
    - `hs_note_body` (string, optional): The body of the note. (Used for `NOTE`)
    - `hs_task_subject` (string, optional): The title of the task. (Used for `TASK`)
    - `hs_task_body` (string, optional): The notes for the task. (Used for `TASK`)
    - `hs_task_status` (string, optional): The status of the task. (Used for `TASK`)
    - `hs_meeting_title` (string, optional): The title of the meeting. (Used for `MEETING`)
    - `hs_meeting_body` (string, optional): The description for the meeting. (Used for `MEETING`)
    - `hs_meeting_start_time` (string, optional): The start time of the meeting. (Used for `MEETING`)
    - `hs_meeting_end_time` (string, optional): The end time of the meeting. (Used for `MEETING`)
  </Accordion>

  <Accordion title="hubspot/update_company">
    **Description:** Update an existing company record in HubSpot.

    **Parameters:**
    - `recordId` (string, required): The ID of the company to update.
    - `name` (string, optional): Name of the company.
    - `domain` (string, optional): Company Domain Name.
    - `industry` (string, optional): Industry.
    - `phone` (string, optional): Phone Number.
    - `city` (string, optional): City.
    - `state` (string, optional): State/Region.
    - `zip` (string, optional): Postal Code.
    - `numberofemployees` (number, optional): Number of Employees.
    - `annualrevenue` (number, optional): Annual Revenue.
    - `description` (string, optional): Description.
  </Accordion>

  <Accordion title="hubspot/create_record_any">
    **Description:** Create a record for a specified object type in HubSpot.

    **Parameters:**
    - `recordType` (string, required): The object type ID of the custom object.
    - Additional parameters depend on the custom object's schema.
  </Accordion>

  <Accordion title="hubspot/update_contact">
    **Description:** Update an existing contact record in HubSpot.

    **Parameters:**
    - `recordId` (string, required): The ID of the contact to update.
    - `firstname` (string, optional): First Name.
    - `lastname` (string, optional): Last Name.
    - `email` (string, optional): Email address.
    - `phone` (string, optional): Phone Number.
    - `company` (string, optional): Company Name.
    - `jobtitle` (string, optional): Job Title.
    - `lifecyclestage` (string, optional): Lifecycle Stage.
  </Accordion>

  <Accordion title="hubspot/update_deal">
    **Description:** Update an existing deal record in HubSpot.

    **Parameters:**
    - `recordId` (string, required): The ID of the deal to update.
    - `dealname` (string, optional): Name of the deal.
    - `amount` (number, optional): The value of the deal.
    - `dealstage` (string, optional): The pipeline stage of the deal.
    - `pipeline` (string, optional): The pipeline the deal belongs to.
    - `closedate` (string, optional): The date the deal is expected to close.
    - `dealtype` (string, optional): The type of deal.
  </Accordion>

  <Accordion title="hubspot/update_record_engagements">
    **Description:** Update an existing engagement in HubSpot.

    **Parameters:**
    - `recordId` (string, required): The ID of the engagement to update.
    - `hs_note_body` (string, optional): The body of the note.
    - `hs_task_subject` (string, optional): The title of the task.
    - `hs_task_body` (string, optional): The notes for the task.
    - `hs_task_status` (string, optional): The status of the task.
  </Accordion>

  <Accordion title="hubspot/update_record_any">
    **Description:** Update a record for a specified object type in HubSpot.

    **Parameters:**
    - `recordId` (string, required): The ID of the record to update.
    - `recordType` (string, required): The object type ID of the custom object.
    - Additional parameters depend on the custom object's schema.
  </Accordion>

  <Accordion title="hubspot/list_companies">
    **Description:** Get a list of company records from HubSpot.

    **Parameters:**
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/list_contacts">
    **Description:** Get a list of contact records from HubSpot.

    **Parameters:**
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/list_deals">
    **Description:** Get a list of deal records from HubSpot.

    **Parameters:**
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/get_records_engagements">
    **Description:** Get a list of engagement records from HubSpot.

    **Parameters:**
    - `objectName` (string, required): The type of engagement to fetch (e.g., "notes").
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/get_records_any">
    **Description:** Get a list of records for any specified object type in HubSpot.

    **Parameters:**
    - `recordType` (string, required): The object type ID of the custom object.
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/get_company">
    **Description:** Get a single company record by its ID.

    **Parameters:**
    - `recordId` (string, required): The ID of the company to retrieve.
  </Accordion>

  <Accordion title="hubspot/get_contact">
    **Description:** Get a single contact record by its ID.

    **Parameters:**
    - `recordId` (string, required): The ID of the contact to retrieve.
  </Accordion>

  <Accordion title="hubspot/get_deal">
    **Description:** Get a single deal record by its ID.

    **Parameters:**
    - `recordId` (string, required): The ID of the deal to retrieve.
  </Accordion>

  <Accordion title="hubspot/get_record_by_id_engagements">
    **Description:** Get a single engagement record by its ID.

    **Parameters:**
    - `recordId` (string, required): The ID of the engagement to retrieve.
  </Accordion>

  <Accordion title="hubspot/get_record_by_id_any">
    **Description:** Get a single record of any specified object type by its ID.

    **Parameters:**
    - `recordType` (string, required): The object type ID of the custom object.
    - `recordId` (string, required): The ID of the record to retrieve.
  </Accordion>

  <Accordion title="hubspot/search_companies">
    **Description:** Search for company records in HubSpot using a filter formula.

    **Parameters:**
    - `filterFormula` (object, optional): A filter in disjunctive normal form (OR of ANDs).
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/search_contacts">
    **Description:** Search for contact records in HubSpot using a filter formula.

    **Parameters:**
    - `filterFormula` (object, optional): A filter in disjunctive normal form (OR of ANDs).
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/search_deals">
    **Description:** Search for deal records in HubSpot using a filter formula.

    **Parameters:**
    - `filterFormula` (object, optional): A filter in disjunctive normal form (OR of ANDs).
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/search_records_engagements">
    **Description:** Search for engagement records in HubSpot using a filter formula.

    **Parameters:**
    - `engagementFilterFormula` (object, optional): A filter for engagements.
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/search_records_any">
    **Description:** Search for records of any specified object type in HubSpot.

    **Parameters:**
    - `recordType` (string, required): The object type ID to search.
    - `filterFormula` (string, optional): The filter formula to apply.
    - `paginationParameters` (object, optional): Use `pageCursor` to fetch subsequent pages.
  </Accordion>

  <Accordion title="hubspot/delete_record_companies">
    **Description:** Delete a company record by its ID.

    **Parameters:**
    - `recordId` (string, required): The ID of the company to delete.
  </Accordion>

  <Accordion title="hubspot/delete_record_contacts">
    **Description:** Delete a contact record by its ID.

    **Parameters:**
    - `recordId` (string, required): The ID of the contact to delete.
  </Accordion>

  <Accordion title="hubspot/delete_record_deals">
    **Description:** Delete a deal record by its ID.

    **Parameters:**
    - `recordId` (string, required): The ID of the deal to delete.
  </Accordion>

  <Accordion title="hubspot/delete_record_engagements">
    **Description:** Delete an engagement record by its ID.

    **Parameters:**
    - `recordId` (string, required): The ID of the engagement to delete.
  </Accordion>

  <Accordion title="hubspot/delete_record_any">
    **Description:** Delete a record of any specified object type by its ID.

    **Parameters:**
    - `recordType` (string, required): The object type ID of the custom object.
    - `recordId` (string, required): The ID of the record to delete.
  </Accordion>

  <Accordion title="hubspot/get_contacts_by_list_id">
    **Description:** Get contacts from a specific list by its ID.

    **Parameters:**
    - `listId` (string, required): The ID of the list to get contacts from.
    - `paginationParameters` (object, optional): Use `pageCursor` for subsequent pages.
  </Accordion>

  <Accordion title="hubspot/describe_action_schema">
    **Description:** Get the expected schema for a given object type and operation.

    **Parameters:**
    - `recordType` (string, required): The object type ID (e.g., 'companies').
    - `operation` (string, required): The operation type (e.g., 'CREATE_RECORD').
  </Accordion>
</AccordionGroup>

## Usage Examples

### Basic HubSpot Agent Setup

```python
from crewai import Agent, Task, Crew

# Create an agent with HubSpot capabilities
hubspot_agent = Agent(
    role="CRM Manager",
    goal="Manage company and contact records in HubSpot",
    backstory="An AI assistant specialized in CRM management.",
    apps=['hubspot']  # All HubSpot actions will be available
)

# Task to create a new company
create_company_task = Task(
    description="Create a new company in HubSpot with name 'Innovate Corp' and domain 'innovatecorp.com'.",
    agent=hubspot_agent,
    expected_output="Company created successfully with confirmation"
)

# Run the task
crew = Crew(
    agents=[hubspot_agent],
    tasks=[create_company_task]
)

crew.kickoff()
```

### Filtering Specific HubSpot Tools

```python
from crewai import Agent, Task, Crew

# Create agent with specific HubSpot actions only
contact_creator = Agent(
    role="Contact Creator",
    goal="Create new contacts in HubSpot",
    backstory="An AI assistant that focuses on creating new contact entries in the CRM.",
    apps=['hubspot/create_contact']  # Only contact creation action
)

# Task to create a contact
create_contact = Task(
    description="Create a new contact for 'John Doe' with email 'john.doe@example.com'.",
    agent=contact_creator,
    expected_output="Contact created successfully in HubSpot."
)

crew = Crew(
    agents=[contact_creator],
    tasks=[create_contact]
)

crew.kickoff()
```

### Contact Management

```python
from crewai import Agent, Task, Crew

# Create agent with HubSpot contact management capabilities
crm_manager = Agent(
    role="CRM Manager",
    goal="Manage and organize HubSpot contacts efficiently.",
    backstory="An experienced CRM manager who maintains an organized contact database.",
    apps=['hubspot']  # All HubSpot actions including contact management
)

# Task to manage contacts
contact_task = Task(
    description="Create a new contact for 'Jane Smith' at 'Global Tech Inc.' with email 'jane.smith@globaltech.com'.",
    agent=crm_manager,
    expected_output="Contact database updated with the new contact."
)

crew = Crew(
    agents=[crm_manager],
    tasks=[contact_task]
)

crew.kickoff()
```

### Getting Help

<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
  Contact our support team for assistance with HubSpot integration setup or troubleshooting.
</Card>