Work tools
HubSpot for agents
Contacts, deals, companies and tickets: search, read, create and update.
What it can do
Contacts, deals, companies and tickets: search, read, create and update. 13 tools in total, listed below in full.
How you connect it
A private app token from your HubSpot account.
Every tool an agent gets
Read from the live integration, so this is what an agent can actually call.
| Tool | What it does |
|---|---|
| hubspot_search_contacts | Search HubSpot contacts by name, email, or other text. |
| hubspot_get_contact | Retrieve a HubSpot contact by their numeric contact ID. |
| hubspot_create_contact | Create a new HubSpot contact. |
| hubspot_update_contact | Update one or more properties on an existing HubSpot contact. |
| hubspot_search_companies | Search HubSpot companies by name, domain, or other text. |
| hubspot_get_company | Retrieve a HubSpot company by its numeric company ID. |
| hubspot_search_deals | Search HubSpot deals by name or other text. |
| hubspot_get_deal | Retrieve a HubSpot deal by its numeric deal ID. |
| hubspot_create_deal | Create a new HubSpot deal. |
| hubspot_search_tickets | Search HubSpot support tickets by subject/content text. |
| hubspot_get_ticket | Retrieve a HubSpot ticket by its numeric ID with full properties. |
| hubspot_create_note | Create an engagement note in HubSpot and optionally associate it with a contact, company, or deal. |
| hubspot_get_engagements | List recent activity (notes, calls, emails, meetings, tasks) associated with a HubSpot deal or contact. |
Workflows that need HubSpot
Already written. Connect it, pick an agent, and it runs on the cadence shown.
| Workflow | Runs | Approval |
|---|---|---|
| Pipeline Brief Thursday end-of-week pipeline summary highlighting deals in flight, blockers, and recommended next actions for each opportunity. | Thursdays 5:00pm | Not required |
| Lead Enrichment Run Enriches a batch of inbound leads with firmographic data, role context, and recent signals, then writes only safe fields back to HubSpot. A deterministic quality scorer computes qualityScore and a write-back gate (walli-guards) allows a field to be written only if it is on a fixed allowlist, the current CRM value is empty, the enrichment is cited, and the value itself is non-empty; every other field is rejected with a reason instead of silently overwritten. Runs Monday and Wednesday at 10am. | Mondays and Wednesdays 10:00am | Not required |
| Churn-Risk Account Scan Best-practice customer churn-risk scoring. Combines product-usage trend (the strongest churn signal), support escalations, sentiment/NPS, and engagement recency into a 0-100 risk score, with renewal proximity as a separate urgency flag. Works with whatever signals your CRM, support, and analytics expose; accounts with too little data are flagged for review, not assumed healthy. | Mondays 9:00am | Not required |
| Sales Qualification (BANT) Daily BANT qualification sweep: scores newly-created or stage-changed CRM leads on Budget, Authority, Need, and Timing against your ICP, then drafts a tailored first-touch email for every qualified lead. | Weekdays 8:30am | Not required |
| Deal Desk Approval-gated deal review: detects non-standard discounts and terms on deals entering the quote/contract stage, routes each to the right approver by concession size, and drafts a Slack-ready approval request, nothing is written back without sign-off. | Weekdays 10:00am | Required |
| CRM Auto-Logger End-of-day activity capture: reconciles the day's meetings and external email threads against CRM contacts, then drafts a logged-activity note with a suggested next step for every matched interaction, so nothing falls out of the system of record. | Weekdays 6:00pm | Not required |
Connected at the same time
Gmail8 toolsRead, search and triage mail, read attachments, and leave replies drafted for you.
Google Calendar6 toolsRead your day, find genuinely free slots, and create or update events.
Jira7 toolsSearch and read issues, then create, update, transition and comment on them.
Hyros12 toolsAd attribution your agent can actually read: spend, ROAS, lead journeys and marginal cost per acquisition.
Put an agent on HubSpot.
Connect it during the trial, give one agent one job, and see the first result the same day.
Start the trial All 15 integrations