crm

Add HubSpot to your AI agent

HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences

Things your agent can do in HubSpot
262

Things your AI can do in HubSpot

Your FormWise AI can handle any of these in HubSpot — on its own, without you needing to click a button.

  • Create Contact From Natural Language

    Popular

    Creates a new contact in HubSpot from a natural language description. Fetches the contact property schema at runtime, uses an LLM to generate the correct property payload, and creates the contact.

  • Create CRM Object From Natural Language

    Popular

    Creates a new CRM object (contact, deal, company, ticket, or custom object) in HubSpot from a natural language description. Fetches the object's property schema at runtime, uses an LLM to generate the correct property payload, and creates the object.

  • Create Deal From Natural Language

    Popular

    Creates a new deal in HubSpot from a natural language description. Fetches the deal property schema and pipeline stages at runtime, uses an LLM to generate the correct property payload, and creates the deal.

  • Create meeting

    Popular

    Creates a new meeting engagement in HubSpot CRM. Use this action when you need to log a meeting that occurred or schedule a future meeting with contacts, companies, or other CRM records. The meeting will appear on the timeline of associated records and can include details like title, time, location, notes, and outcome.

  • Create object association

    Popular

    Tool to create or label an association between two CRM records using HubSpot Associations v4 API. Use when you need to link records (e.g., contact to company, deal to contact) with explicit association labels.

  • Create product

    Popular

    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_CREATE_LINE_ITEM that references this product's ID via hs_product_id.

  • Create tickets

    Popular

    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 internal names for custom fields and ISO 8601 for dates.

  • Get pipeline stage audit

    Popular

    Retrieves a reverse chronological list of all mutations (changes) for a specific pipeline stage, including CREATE and UPDATE events with timestamps and details.

  • List company activities

    Popular

    List all activity/engagement associations from a company to a specified activity type (calls, emails, meetings, notes, or tasks). Returns the IDs of associated engagement records. Use this action when you need to retrieve all activities of a specific type for a company to build a timeline or activity history.

  • List company meetings

    Popular

    List all meetings associated with a specific company in HubSpot. Returns meeting IDs and association metadata for meetings linked to the company record. Use this action when you need to retrieve all meetings scheduled with or related to a particular company.

  • List deal activities

    Popular

    Retrieves activities (notes, calls, emails, meetings, tasks) associated with a specific HubSpot deal. Use this action when you need to view the complete activity timeline for a deal, including all engagement types. This provides a comprehensive view of interactions and communications related to the deal, which is useful for understanding deal history and next steps.

  • Batch read associations

    Popular

    Tool to batch-read CRM associations (e.g., deals→contacts, deals→companies) for up to 1,000 source record IDs in one request. Use when you need to retrieve associated target IDs and association type metadata for multiple records efficiently, avoiding rate-limit issues from per-record GET calls.

Show 251 more things it can do
  • Who Am I

    Popular

    Return the connected HubSpot account (portal id, domain). HubSpot identity is account-level, not per-user.

  • Add asset association

    Associates an existing asset ('FORM', 'OBJECT_LIST', or 'EXTERNAL_WEB_URL') with a specified HubSpot marketing campaign.

  • 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.

  • Archive batch of feedback submissions by id

    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 without being deleted.

  • Archive batch of line items by id

    Archives a batch of existing line items by their unique IDs in HubSpot CRM; this operation is irreversible via the API.

  • Archive batch of objects by id

    Archives a batch of existing, non-archived CRM objects of a specified `objectType` by their IDs, effectively hiding them from active use.

  • 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.

  • Archive a batch of quotes by id

    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 restored to active status.

  • Archive companies

    Archives multiple HubSpot companies by their IDs.

  • 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.

  • Archive contact

    Archives a HubSpot contact by its ID.

  • Archive contacts

    Archives multiple HubSpot contacts by their IDs.

  • Archive a 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.

  • Archive deals

    Archives multiple HubSpot deals by their IDs.

  • ArchiveEmail email

    Archives the HubSpot email specified by `emailId` by moving it to the recycling bin, making it inaccessible unless restored.

  • Archive emails

    Archives multiple HubSpot emails by their IDs.

  • 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).

  • Archive line item by id

    Archives a specific HubSpot line item by its ID, moving it to a recoverable state.

  • Archive product

    Archives a HubSpot product by its ID.

  • Archive products

    Archives multiple HubSpot products by their IDs.

  • 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.

  • 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.

  • Archive quote object by id

    Archives a HubSpot Quote object by ID, moving it to the recycling bin where it can be restored within 90 days.

  • Archive ticket

    Archives a HubSpot ticket by its ID.

  • Archive tickets

    Archives multiple HubSpot tickets by their IDs.

  • Audit pipeline changes by id

    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').

  • Batch read companies by properties

    Batch-retrieves up to 100 HubSpot company records by their IDs in a single request. Supports custom ID properties (e.g., domain), selective property retrieval, and historical property values.

  • 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.

  • Cancel active import

    Cancels an active HubSpot data import job using its `importId`; this action is irreversible, and any data already processed will remain.

  • 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.

  • 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`.

  • 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 required.

  • Create A/B 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. This action only creates the variation—it does not start the A/B test or send emails. Note: If an active variation already exists for the email, a new one will not be created. Requires Marketing Hub Professional or Enterprise subscription.

  • Create 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.

  • Create association for object type

    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-record links. Note: This endpoint requires crm.schemas.custom.write scope and only works with custom objects (not standard HubSpot objects like contacts or companies).

  • Create batch of feedback submissions

    Creates a batch of feedback submissions in HubSpot, ideal for bulk imports; all property names, `associationTypeId`s, and association `to_id`s must reference existing entities in HubSpot.

  • 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.

  • 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.

  • 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 success is possible.

  • Create campaign

    Creates a new HubSpot campaign.

  • Create campaigns

    Creates multiple HubSpot campaigns by calling the single campaign creation endpoint for each campaign. Note: HubSpot does not provide a native batch create endpoint for campaigns. This action creates multiple campaigns by making individual API calls for each campaign in the batch.

  • Create companies

    Creates multiple new HubSpot companies in a single batch operation.

  • Create company

    Creates a new HubSpot company.

  • Create contact

    Creates a new HubSpot contact.

  • Create contacts

    Creates multiple new HubSpot contacts in a single batch operation.

  • 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).

  • Create deal

    Creates a new HubSpot deal.

  • 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.

  • Create email

    Creates a new HubSpot email engagement record. REQUIRED FIELDS in properties dict: - hs_email_subject: Subject line - hs_email_html: HTML content - hs_timestamp: Unix timestamp in milliseconds - hs_email_direction: One of 'EMAIL', 'INCOMING_EMAIL', 'FORWARDED_EMAIL', 'DRAFT_EMAIL' This creates an email engagement/activity record in HubSpot CRM, not a marketing email.

  • Create emails

    Creates multiple HubSpot emails in a single batch operation.

  • Create engagement

    Create a legacy EMAIL, CALL, MEETING, TASK, or NOTE engagement with optional CRM associations, attachments, and type-specific metadata.

  • 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 logging corresponding events.

  • 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.

  • Create line item

    Creates a new HubSpot line item.

  • Create line items

    Creates multiple HubSpot line items in a single batch operation.

  • Create list

    Create a HubSpot CRM list with manual, snapshot, or dynamic membership rules.

  • 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.

  • Create new object schema with custom properties

    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 configured 'enumeration' type properties (options/referencedObjectType).

  • 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.

  • Create pipeline for object type

    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.

  • Create pipeline stage

    Creates a new stage in a specified HubSpot CRM pipeline for a given object type, such as 'deals' or 'tickets'.

  • Create products

    Creates multiple HubSpot products in a single batch operation.

  • 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`.

  • Create quote object

    Creates a new quote object in HubSpot CRM with specified properties and associations.

  • Create task

    Creates a new CRM task record. Use when adding a task with properties and optional associations.

  • Create ticket

    Creates a new HubSpot ticket.

  • Create timeline event based on template

    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; requires `email`, `utk`, or `objectId` for association.

  • Create multiple 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.

  • Create workflow

    Creates a new HubSpot workflow to automate processes; ensure `enrollmentCriteria` and `actions` use properties relevant to the specified `objectTypeId`.

  • Delete call

    Permanently deletes a HubSpot call record by its ID. This action removes a call engagement from the CRM. Use this action when you need to remove a specific call record that is no longer needed or was created in error. This action is irreversible - the call record cannot be recovered once deleted.

  • 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.

  • 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.

  • Archive a batch of campaigns

    Archives a batch of up to 50 marketing campaigns, hiding them from active views rather than permanently deleting them.

  • Permanently delete company for GDPR compliance

    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.

  • Permanently delete contact for GDPR compliance

    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.

  • Archive deal (GDPR permanent delete not supported for deals)

    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.

  • Permanently delete line items for gdpr

    Permanently deletes a specified line item and its associated content for GDPR compliance; this action is irreversible and cannot be undone.

  • Delete a marketing email

    Permanently deletes a marketing email from your HubSpot account. This action cannot be undone.

  • Delete meeting

    Permanently deletes (archives) a HubSpot meeting by its ID, moving it to the recycling bin where it can be restored within 90 days. Use this action when you need to remove a meeting engagement from HubSpot's CRM. This action is irreversible via the API — the meeting cannot be recovered programmatically once deleted.

  • Delete note

    Archives a HubSpot note by its ID, removing it from active view. The note is archived rather than permanently deleted and can be restored within 90 days. Use this action when you need to remove a note from the CRM without permanently deleting it. This action is irreversible through the API - archived notes cannot be restored programmatically.

  • Delete pipeline by id

    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.

  • Delete pipeline stage by id

    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 prevent data issues.

  • Delete schema by object type

    Deletes a HubSpot custom object schema by `objectType`. With `archived=false` (default), it archives the schema (soft delete). With `archived=true`, it permanently deletes an already-archived schema (hard delete). Prerequisites: All object instances, associations, and properties must be deleted first.

  • Delete task

    Archives a HubSpot task by its ID, removing it from active task lists. Use this action when you need to delete or remove a task from HubSpot CRM. The task is archived rather than permanently deleted and may be recoverable. This action is irreversible from the API perspective — the task cannot be directly unarchived via this action.

  • Delete timeline event template

    Permanently and irreversibly deletes a specific timeline event template, identified by its `eventTemplateId`, from the application `appId`.

  • 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 historical data are unaffected. Note: This API requires developer API key (hapikey) authentication from your HubSpot developer account, not OAuth tokens.

  • Delete workflow

    Permanently deletes a HubSpot workflow by its ID; deleted workflows cannot be restored via the API and the ID must exist.

  • Enroll contact in workflow

    Enrolls a contact, identified by email, in a HubSpot workflow.

  • 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.

  • Fetch recording settings by app ID

    Fetches call recording settings for a specified, existing HubSpot calling extension app.

  • 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 `startDate`.

  • Get the variation of an A/B marketing email

    Retrieves the alternate variation of a specified A/B marketing email; the `emailId` must identify an email currently in an A/B test. Requires Marketing Hub Professional or Enterprise subscription.

  • Get Account Information

    Gets current HubSpot account info (email, hubId, user details) using access-token lookup.

  • Get active imports list

    Retrieves a list of currently active import jobs in HubSpot for monitoring ongoing data operations.

  • Get aggregated statistic intervals

    Retrieves aggregated statistics for marketing emails (e.g., send counts), grouped by specified time intervals within a defined time range.

  • Get aggregated statistics

    Retrieves aggregated statistics for marketing emails, optionally within an ISO8601 formatted time range, by email IDs, or specific email properties.

  • Get all marketing emails for a HubSpot account

    Fetches a list of marketing emails from a HubSpot account, with options for filtering, sorting, pagination, and including performance statistics.

  • Get all marketing emails for a HubSpot account

    Fetches a list of marketing emails from a HubSpot account, with options for filtering, sorting, pagination, and including performance statistics.

  • Get blog post

    Retrieves one HubSpot CMS blog post by post ID.

  • Get campaign

    Retrieves a HubSpot campaign by its ID.

  • Get campaign metrics

    Retrieves key attribution metrics for an existing marketing campaign, identified by its `campaignGuid`, within an optional date range.

  • Get campaigns

    Retrieves multiple HubSpot campaigns.

  • Get company

    Retrieves a HubSpot company by its ID.

  • Get contact IDs

    Fetches a list of contact IDs for a specific HubSpot campaign based on interaction type.

  • Get CRM list

    Retrieves a HubSpot CRM list by its ILS list ID.

  • Get deal

    Retrieves a HubSpot deal by its ID.

  • Get deals

    Retrieves multiple HubSpot deals by their IDs in a single batch request.

  • Get emails

    Retrieves multiple HubSpot email engagement records by their IDs in a single batch request.

  • Get engagement

    Retrieve one legacy aggregate engagement by its engagement ID.

  • Get specific event template for app

    Retrieves detailed information about a specific event template for a given application in HubSpot's CRM timeline.

  • 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.

  • Get draft version of a marketing email

    Retrieves the draft version of a marketing email by its `emailId`; if no draft exists, returns the published version.

  • Get a revision of a marketing email

    Retrieves a specific, previously saved revision of a marketing email using its unique email ID and revision ID.

  • Get revisions of a marketing email

    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.

  • Return pipeline by id

    Retrieves a specific pipeline by its ID and CRM object type, detailing its stages and properties.

  • Get product

    Retrieves a HubSpot product by its ID.

  • Get products

    Retrieves multiple HubSpot products by their IDs.

  • Get quote by id

    Retrieves a specific HubSpot quote by its unique identifier.

  • Get record list memberships

    Return the HubSpot lists that contain one CRM record.

  • Get segment members

    Tool to retrieve segment (list) members ordered by join timestamp. Use when you need to page through list membership data.

  • 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.

  • Get ticket

    Retrieves a HubSpot ticket by its ID.

  • Get tickets

    Retrieves multiple HubSpot tickets by their IDs.

  • 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.

  • Get workflow revision

    Retrieves a specific historical revision of a HubSpot workflow.

  • Get all workflows

    Retrieves a list of workflow summaries (ID, name, type, status) from HubSpot, using the 'limit' parameter for pagination.

  • List assets

    Lists assets of a specific `assetType` for a given HubSpot marketing `campaignGuid`, optionally including performance metrics for a date range.

  • List association types

    Lists all valid association types between two specified HubSpot CRM object types.

  • List audit logs

    Lists Enterprise-only HubSpot account audit logs with optional filters and pagination.

  • List call dispositions

    Return HubSpot call disposition IDs and labels.

  • List companies

    Retrieves a paginated list of HubSpot companies.

  • List company calls

    Lists all calls associated with a specific HubSpot company. Returns call IDs and their association types with the company. Use this action when you need to retrieve all call activity records linked to a company without fetching full call details. For full call properties, use the returned call IDs with a call read action.

  • List contact notes

    List all notes associated with a specific HubSpot contact. Returns note IDs and association metadata. Use this action when you need to retrieve all notes linked to a contact record. To get full note details (body, timestamp, etc.), use the note IDs with a batch read action.

  • List contact properties

    Lists all contact properties in your HubSpot account, including custom properties you've created. Use this action to discover: - Available property names for updating contacts - Custom properties specific to your HubSpot account - Property types and valid options for enumeration fields - Which properties are read-only vs writable

  • List contact tasks

    List all tasks associated with a specific contact. Returns task IDs and association metadata for tasks linked to the given contact. Use this action when you need to retrieve all tasks related to a contact, such as viewing pending action items or following up on contact-related to-dos.

  • List contacts

    Retrieves a paginated list of HubSpot contacts.

  • List conversation threads

    Lists HubSpot conversation threads with filtering and forward pagination.

  • List deal meetings

    List all meetings associated with a specific deal in HubSpot. Returns meeting IDs and association metadata. Use this action when you need to retrieve meetings linked to a deal without fetching full meeting details. This is useful for understanding deal activity, tracking customer interactions, or building reports of engagement touchpoints.

  • List deals

    Retrieves a paginated list of HubSpot deals.

  • List email events

    Lists one page of HubSpot marketing email events; continue with `offset` only while `hasMore` is true.

  • 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.

  • List all event templates for app

    Retrieves all event templates associated with a valid `appId` for an existing application in HubSpot's CRM Timeline.

  • List feedback submissions page

    Retrieves a paginated list of feedback submissions from HubSpot, allowing specification of properties (including history), associated object IDs, and filtering by archive status.

  • List granted OAuth scopes

    Tool to introspect the current OAuth access token and return its granted scopes and metadata. Use when you need to check which permissions are available before calling an endpoint (e.g., workflows, automation) to proactively detect missing scopes and provide clear remediation guidance.

  • List object associations

    List all associations from a single CRM record to a specified target object type. Use when you need to expand associations for a single record without fetching the full CRM object.

  • List products

    Retrieves a paginated list of HubSpot products.

  • List quotes page

    Retrieves a paginated list of quotes, allowing selection of specific properties, property history, associated object IDs, and filtering by archived status.

  • List recently modified engagements

    Lists one page of engagements from HubSpot's last-30-days or 10,000-most-recently-updated feed.

  • List sequences

    Lists automation sequences for a specific HubSpot user.

  • List site pages

    Return one cursor-controlled page of HubSpot website pages.

  • List tickets

    Retrieves a paginated list of HubSpot tickets.

  • Merge two companies of same type

    Merges two existing company records of the same type in HubSpot CRM, where `objectIdToMerge` is absorbed into `primaryObjectId`; this operation is irreversible.

  • Merge contacts

    Merges two HubSpot contacts into one.

  • Merge deals

    Merges two HubSpot deals into one.

  • Merge emails

    Merges two HubSpot emails into one.

  • Merge two 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.

  • Merge two line items of same type

    Merges two line items, `objectIdToMerge` into `primaryObjectId`, which must be of the same type; `objectIdToMerge` is absorbed and the operation is irreversible.

  • Merge two objects of same type

    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.

  • Merge products

    Merges two HubSpot products into one.

  • Merge two quotes of same type

    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.

  • Merge tickets

    Merges two HubSpot tickets into one.

  • 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.

  • 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.

  • Publish or send a 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 a CRM property by name

    Reads a specific CRM property definition for a given HubSpot object type by its internal name.

  • 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).

  • Read a page 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).

  • Read a batch of CRM object properties

    Retrieves property definitions (metadata) for a batch of CRM object properties for a specified object type. Returns detailed information about property structure, data types, options, and configuration—not the actual property values of CRM records.

  • 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.

  • 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 (`propertiesWithHistory`), and filtering by `archived` status.

  • 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`.

  • 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.

  • 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).

  • Read contact

    Retrieves a HubSpot contact by its ID.

  • Read contacts

    Batch read multiple HubSpot contacts by their IDs or custom identifier property. This action retrieves up to 100 contacts per request using the HubSpot CRM batch read API. You can specify which contact properties to return and optionally include historical values for properties.

  • 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.

  • ReadEmail Email

    Call this to retrieve an existing HubSpot email by its `emailId` or an alternative unique `idProperty`.

  • 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.

  • Read a 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.

  • 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.

  • Remove asset association

    Disassociates an asset from a HubSpot marketing campaign. Supports a wide range of asset types including forms, landing pages, emails, blog posts, workflows, static lists, and more.

  • Remove association between CRM records

    Tool to remove all associations between two CRM records using the v4 associations endpoint. Use when unlinking records or cleaning up incorrect associations.

  • 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.

  • Remove deal

    Removes a HubSpot deal by its ID.

  • Remove token from event template

    Removes a token from a HubSpot event template, preventing its inclusion in new events created from that template.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Restore a revision of a marketing email to draft state

    Restores a specific revision of a marketing email to a DRAFT state, overwriting any existing draft.

  • Restore a revision of a marketing email

    Restores a specific, existing, non-active revision of a marketing email to become the new live version for that email.

  • Retrieve all object schemas

    Retrieves all object schema definitions (not data records) for a HubSpot account, supporting retrieval of either active or archived schemas.

  • Retrieve all pipelines for specified object type

    Retrieves all pipelines in HubSpot for a specified CRM object type, such as deals or tickets.

  • 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.

  • Retrieve line item by id

    Retrieves a HubSpot CRM line item by its ID or a specified unique property (`idProperty`).

  • Retrieve line items list

    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 HubSpot internal names.

  • Retrieve existing 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.

  • 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.

  • Retrieve owners

    Retrieves a list of all owners in the HubSpot CRM, including their ID, first name, last name, email, and user ID.

  • Retrieve page of crm owners

    Retrieves a paginated list of CRM owners from HubSpot, optionally filtering by email or archived status.

  • 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`.

  • Retrieve pipeline stages

    Fetches all stages for a specified HubSpot CRM object type and pipeline ID.

  • 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.

  • Retrieve video conference settings by id

    Retrieves video conference application settings, such as webhook URLs and user/account management configurations, for a specified `appId`.

  • Search campaigns

    Searches for HubSpot campaigns.

  • Search companies

    Searches for HubSpot companies using flexible criteria and filters.

  • 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.

  • 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 valid for the specified `objectType`.

  • Search deals

    Searches for HubSpot deals using flexible criteria and filters.

  • Search emails

    Searches for HubSpot emails using flexible criteria and filters.

  • Search feedback submissions

    Searches for feedback submissions in HubSpot CRM using text query, filter groups, sorting, and pagination, returning specified properties.

  • 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.

  • Search products

    Searches for HubSpot products using flexible criteria and filters.

  • Search quotes by criteria

    Searches HubSpot CRM quotes using a text query, complex filter criteria, sorting, and pagination.

  • Search tickets

    Searches for HubSpot tickets using flexible criteria and filters.

  • Set call recording settings

    Configures the URL (`urlToRetrieveAuthedRecording`) that HubSpot uses to retrieve call recordings for a specified third-party calling app (`appId`). The URL must contain a %s placeholder which HubSpot replaces with the engagement's externalId. The calling app must be an existing calling extension app integrated with the HubSpot account.

  • Initiate data import process

    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 files align with these mappings.

  • Update a marketing email

    Updates properties of an existing marketing email identified by its `emailId`; unspecified fields retain their current values.

  • 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.

  • Update a batch of objects by id or 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.

  • 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`.

  • Modify calling extension settings

    Updates settings (e.g., display name, UI URL/dimensions, feature flags) for an existing calling extension app, identified by `appId`.

  • 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.

  • Update a batch of campaigns

    Updates properties for up to 50 existing HubSpot marketing campaigns in a single batch operation.

  • Update companies

    Updates multiple HubSpot companies in a single batch operation.

  • Update company

    Updates properties for an existing HubSpot company.

  • Update contact

    Updates properties for an existing HubSpot contact.

  • Update contacts

    Updates multiple HubSpot contacts in a single batch operation.

  • Update specific 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 existing data.

  • Update deal

    Updates properties for an existing HubSpot deal.

  • Update deals

    Updates multiple HubSpot deals in a single batch operation.

  • UpdateEmail 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.

  • Update emails

    Updates multiple HubSpot emails in a single batch operation.

  • Update existing 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.

  • Update feedback submission by id

    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).

  • Update line item object partially

    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 a property.

  • Update a batch of 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 properties.

  • Update existing 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 already exist.

  • Partially update pipeline by id

    Partially updates a CRM pipeline's label, display order, or restores an archived pipeline by setting `archived` to `false`.

  • Update pipeline stage by ids

    Partially updates a HubSpot CRM pipeline stage identified by `objectType`, `pipelineId`, and `stageId`, requiring `metadata` in the request; unspecified fields are unchanged.

  • Update product

    Updates properties for an existing HubSpot product.

  • Update products

    Updates multiple HubSpot products in a single batch operation.

  • Partially update property group

    Partially updates a property group's `displayOrder` or `label` for a specified CRM `objectType` in HubSpot.

  • Partial update quote by quote id

    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).

  • Update ticket

    Updates properties for an existing HubSpot ticket.

  • Update tickets

    Updates multiple HubSpot tickets in a single batch operation.

  • 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.

  • 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`. Requires developer API key authentication. All URLs must use HTTPS protocol and be publicly accessible.

  • Update workflow

    Fully replace an existing Automation v4 workflow at its current revision.

  • Upsert contacts

    Creates or updates as many as 100 HubSpot contacts by unique property value.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once HubSpot is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in HubSpot, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches HubSpot for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive HubSpot work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect HubSpot to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find HubSpot in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for HubSpot.

  3. 3

    Hit "Connect"

    Click "Connect HubSpot" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in HubSpot

    Build a quick AI Agent (it's like writing instructions, not code), and pick the HubSpot actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of HubSpot for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your HubSpot workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other HubSpot users had before signing up

Do I need to know how to code?

Not even a little. If you can use HubSpot today, you can set this up. You'll connect HubSpot, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your HubSpot login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect HubSpot or delete everything any time.

What happens when HubSpot updates their app?

We handle it. When HubSpot adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting HubSpot takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like HubSpot — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About HubSpot on FormWise

HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences

Connect HubSpot once and your FormWise AI gets 262 things it can do inside it. That means your AI can handle the HubSpot work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to HubSpot? Take a look at www.hubspot.com.

Stop doing the HubSpot work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.