Skip to content

hubspot.md

Latest commit

 

History

History
178 lines (129 loc) · 3.04 KB

hubspot.md

File metadata and controls

178 lines (129 loc) · 3.04 KB

HubSpot

CRM platform for marketing, sales, and customer service.

Capabilities

Integration Available Notes
API ✓ REST API for CRM, Marketing, Sales
MCP - Not available
CLI ✓ hs CLI for local development
SDK ✓ Official client libraries

Authentication

  • Type: Private App Token or OAuth 2.0
  • Header: Authorization: Bearer {access_token}
  • Get token: Settings > Integrations > Private Apps

Common Agent Operations

Get contacts

GET https://api.hubapi.com/crm/v3/objects/contacts?limit=10

Authorization: Bearer {access_token}

Search contacts

POST https://api.hubapi.com/crm/v3/objects/contacts/search

{
  "filterGroups": [{
    "filters": [{
      "propertyName": "email",
      "operator": "EQ",
      "value": "user@example.com"
    }]
  }]
}

Create contact

POST https://api.hubapi.com/crm/v3/objects/contacts

{
  "properties": {
    "email": "user@example.com",
    "firstname": "John",
    "lastname": "Doe",
    "company": "Example Inc"
  }
}

Update contact

PATCH https://api.hubapi.com/crm/v3/objects/contacts/{contact_id}

{
  "properties": {
    "lifecyclestage": "customer"
  }
}

Get deals

GET https://api.hubapi.com/crm/v3/objects/deals?limit=10&properties=dealname,amount,dealstage

Authorization: Bearer {access_token}

Create deal

POST https://api.hubapi.com/crm/v3/objects/deals

{
  "properties": {
    "dealname": "New Deal",
    "amount": "10000",
    "dealstage": "appointmentscheduled",
    "pipeline": "default"
  }
}

Associate contact with deal

PUT https://api.hubapi.com/crm/v3/objects/deals/{deal_id}/associations/contacts/{contact_id}/deal_to_contact

Get form submissions

GET https://api.hubapi.com/form-integrations/v1/submissions/forms/{form_guid}

Authorization: Bearer {access_token}

Get marketing emails

GET https://api.hubapi.com/marketing/v3/emails?limit=10

Authorization: Bearer {access_token}

CLI Commands

# Install
npm install -g @hubspot/cli

# Initialize project
hs init

# Upload files
hs upload src dest

# Watch for changes
hs watch src dest

# List portals
hs accounts list

Key Objects

  • Contacts - People in CRM
  • Companies - Organizations
  • Deals - Sales opportunities
  • Tickets - Support tickets
  • Products - Items for sale
  • Line Items - Deal line items

Common Properties

Contact Properties

  • email - Email address
  • firstname, lastname - Name
  • lifecyclestage - Funnel stage
  • hs_lead_status - Lead status

Deal Properties

  • dealname - Deal name
  • amount - Deal value
  • dealstage - Pipeline stage
  • closedate - Expected close

When to Use

  • Managing contacts and leads
  • Tracking sales deals
  • Marketing automation
  • Form submissions
  • Email campaigns
  • Customer service tickets

Rate Limits

  • 100 requests per 10 seconds
  • Higher limits on enterprise plans

Relevant Skills

  • emails
  • analytics
  • referrals