delete_ticket
Delete Ticket
Archive (soft delete) a ticket in HubSpot.
Supported Tools
create_pipeline
Create Pipeline
Create a new pipeline with stages in HubSpot for deals, tickets, or orders.
update_deal
Update Deal
Update an existing deal's properties in HubSpot CRM. Use this to change deal stage, amount, close date, or any other deal property.
list_owners
List Owners
List CRM owners (users who can be assigned to records) in HubSpot. Useful for finding owner IDs to assign to contacts, companies, deals, or tickets.
get_ticket
Get Ticket
Retrieve a support ticket from HubSpot by ID.
list_pipelines
List Pipelines
List all pipelines for a given object type in HubSpot. Pipelines define the lifecycle stages for deals, tickets, or orders.
update_contact
Update Contact
Update an existing contact's properties in HubSpot CRM. Only the provided properties will be updated; other properties remain unchanged.
update_list_membership
Update List Membership
Add or remove records from a manually managed HubSpot list. Provide record IDs to add, remove, or both in a single operation.
create_association
Create Association
Create an association (relationship) between two CRM objects in HubSpot. Common associations include contact-to-company, deal-to-contact, and ticket-to-company.
get_contact
Get Contact
Retrieve a contact from HubSpot CRM by ID. Optionally specify which properties to return and which associated objects to include.
get_associations
Get Associations
Retrieve all associations of a specific type for a CRM object. For example, get all contacts associated with a company, or all deals associated with a contact.
list_deals
List Deals
List deals from HubSpot CRM with pagination support.
delete_deal
Delete Deal
Archive (soft delete) a deal in HubSpot CRM.
list_companies
List Companies
List companies from HubSpot CRM with pagination support.
get_owner
Get Owner
Retrieve a specific CRM owner by ID from HubSpot.
delete_contact
Delete Contact
Archive (soft delete) a contact in HubSpot CRM. The contact can be restored later from the recycling bin.
create_deal
Create Deal
Create a new deal in HubSpot CRM. Provide deal properties such as dealname, amount, dealstage, pipeline, and closedate.
create_ticket
Create Ticket
Create a new support ticket in HubSpot. Provide ticket properties such as subject, content, pipeline stage, and priority.
delete_company
Delete Company
Archive (soft delete) a company in HubSpot CRM. The company can be restored later.
delete_pipeline
Delete Pipeline
Delete a pipeline from HubSpot. All objects in the pipeline must be moved to another pipeline first.
create_property
Create Property
Create a new custom property on a CRM object type in HubSpot. Define the property name, type, field type, and optionally enumeration options.
get_engagement
Get Engagement
Retrieve an engagement (note, email, call, meeting, or task) from HubSpot by ID and type.
update_ticket
Update Ticket
Update an existing ticket's properties in HubSpot. Use this to change ticket status, priority, assignment, or any other property.
update_company
Update Company
Update an existing company's properties in HubSpot CRM. Only the provided properties will be updated.
create_engagement
Create Engagement
Create a new engagement (note, email, call, meeting, or task) in HubSpot and optionally associate it with CRM records. Use **notes** for internal comments, **emails** for email tracking, **calls** for call logs, **meetings** for meeting records, and **tasks** for action items.
delete_list
Delete List
Delete a list from HubSpot. This removes the list definition but does not delete the records in it.
create_contact
Create Contact
Create a new contact in HubSpot CRM. Provide contact properties such as email, firstname, lastname, phone, company, and any custom properties defined in your HubSpot account.
search_crm
Search CRM
Search for CRM objects in HubSpot using filters, query text, and sorting. Supports searching contacts, companies, deals, tickets, and any other object type. Filter groups use OR logic between groups and AND logic within each group.
create_company
Create Company
Create a new company in HubSpot CRM. Provide company properties such as name, domain, industry, and any custom properties.
list_properties
List Properties
List all properties defined for a CRM object type in HubSpot. Returns both default and custom properties with their configurations.
list_tickets
List Tickets
List support tickets from HubSpot with pagination support.
delete_association
Delete Association
Remove an association between two CRM objects in HubSpot. This removes the relationship link without deleting the objects themselves.
update_engagement
Update Engagement
Update an existing engagement's properties in HubSpot.
list_contacts
List Contacts
List contacts from HubSpot CRM with pagination support. Returns a page of contacts with their properties.
create_list
Create List
Create a new contact list in HubSpot. Lists can be MANUAL (manually managed membership), DYNAMIC (membership based on filter criteria), or SNAPSHOT (filter-based at creation, then manually managed).
delete_engagement
Delete Engagement
Delete an engagement (note, email, call, meeting, or task) from HubSpot.
get_company
Get Company
Retrieve a company from HubSpot CRM by ID. Optionally specify which properties and associations to include.
search_lists
Search Lists
Search for lists in HubSpot by name. Optionally filter by processing type (MANUAL, DYNAMIC, or SNAPSHOT).
get_pipeline
Get Pipeline
Retrieve a specific pipeline with its stages from HubSpot.
get_list
Get List
Retrieve a list from HubSpot by ID, including its metadata and membership count.
get_deal
Get Deal
Retrieve a deal from HubSpot CRM by ID. Optionally specify which properties and associations to include.
get_sequence_enrollment_status
Get Sequence Enrollment Status
Check whether a HubSpot contact is currently enrolled in a sales or service sequence.
enroll_contact_in_sequence
Enroll Contact In Sequence
Enroll a HubSpot contact in a sales or service sequence using a connected sender email address.
list_sequences
List Sequences
List HubSpot sales or service sequences for a HubSpot user. Requires a Sales Hub or Service Hub Professional or Enterprise seat.
get_sequence
Get Sequence
Retrieve details for a specific HubSpot sales or service sequence, including steps, settings, and dependencies.
More integrations teams use with Hubspot
Salesforce
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Apolloio
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Attio
Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.
Dataforseo
Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.
Item
Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.
Calendly
List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.
How to use Hubspot on Metorial
Automate HubSpot Ticket Creation from Agent Mail Inbound Emails
When support emails arrive in an Agent Mail inbox, extract key details, check for existing HubSpot contacts, create a support ticket, and send an automated acknowledgment reply—all without human triage.
Client Account Health Monitoring for Customer Success
Pull CRM data on accounts approaching renewal, cross-reference support ticket history, and generate a prioritized health report posted to Slack so customer success managers know which accounts need immediate attention.
Coordinate Hardware Field Support Cases Across HubSpot and Slack
When a field support case is escalated in HubSpot, automatically gather device and customer context, create a dedicated Slack channel for the case team, and post a structured briefing so field engineers can collaborate immediately.
Create Typeform Intake Forms Dynamically Based on HubSpot Deal Properties
When a new deal reaches a specific stage in HubSpot, the agent reads the deal's product and tier details, dynamically creates a customized Typeform intake questionnaire tailored to that deal, and sends the form link to the contact via a HubSpot note.
Customer Feedback Form to HubSpot Ticket and CRM Update
Collect structured customer feedback through Typeform, automatically create HubSpot support tickets, update contact records with sentiment data, and route high-priority responses to the right team members.
Domain Research and Prospect Qualification for Business Development
Research a prospect's domain to retrieve technology stack, keyword rankings, and backlink profile, then validate their contact email and enrich company data before creating a qualified record in the CRM.
Draft and Schedule Outreach Sequences via Agent Mail with HubSpot Tracking
Build and execute multi-step outreach email sequences using Agent Mail for delivery while logging each touchpoint back to HubSpot contact records so sales teams have full engagement visibility.
Inbound Lead Qualification and CRM Enrichment
When a new lead comes in, automatically validate their contact details, enrich company data, and create or update records in HubSpot with verified information before routing to the right rep.
Mailchimp Campaign Drafting and Audience Segmentation from HubSpot Data
Pull segmented contact lists from HubSpot based on lifecycle stage and deal activity, sync them into Mailchimp audiences, and draft targeted email campaigns with the right content for each segment to improve campaign relevance.
New Lead Qualification and Deal Creation from HubSpot Form Submissions
Process new HubSpot contact submissions, score leads against qualification criteria, create deals for qualified leads, and route unqualified contacts into the appropriate nurture sequence automatically.
Onboard New HubSpot Contacts with a Calendly Scheduling Link
When new leads are created in HubSpot, sales teams often delay follow-up because scheduling a first meeting requires back-and-forth email. This workflow detects new HubSpot contacts, creates a personalized Calendly scheduling link, and sends a follow-up email through Gmail so prospects can book immediately.
Onboard New HubSpot Contacts with Welcome Emails via Agent Mail
When a new contact is added to HubSpot, automatically send a personalized welcome email through Agent Mail, label the conversation for tracking, and update the contact record with the onboarding touchpoint.
Onboard New Sales Contacts from Email Introductions into HubSpot
Parse inbound introduction emails received by the sales team, extract contact and company information, and create or update CRM records in HubSpot so no relationship falls through the cracks.
Prospect Research and CRM Enrichment Pipeline
Automatically search for target accounts, enrich contact data, and create structured records in HubSpot to keep your CRM accurate and sales-ready without manual data entry.
Qualify and Enrich Inbound HubSpot Leads with Web Research
When new leads arrive in HubSpot, research their company online, enrich the contact record with firmographic data, and update the deal stage so sales reps focus only on well-qualified opportunities.
Technical notes for Hubspot
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Frequently asked questions
Common questions about connecting Hubspot to AI agents with Metorial.
Can Metorial connect Hubspot to AI agents?
Yes. Metorial connects AI agents to Hubspot through a governed integration layer, so teams can use the provider while keeping access controlled and observable.Does the Hubspot integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Hubspot?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Hubspot activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.