crm_object_changes
[Polling fallback] Triggers when CRM objects (contacts, companies, deals, tickets) are created or modified in HubSpot. Polls for recently modified records. Prefer CRM Object Changes (Webhook) when HubSpot app webhooks are configured.
crm_object_webhook
Receives HubSpot CRM webhooks (legacy subscription payloads) as JSON POST to the Slates webhook URL. Configure the target URL in your HubSpot developer app webhook settings. Parses `subscriptionType` and `objectId`, then loads the object via the CRM API. Complements polling.
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.
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.
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.
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.
Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Common questions about connecting Hubspot to AI agents with Metorial.