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name	hubspot
description	Complete guide to all HubSpot CRM tools — contacts, companies, deals, tickets, products, line items, pipelines, and entity management.
version	1.0.0
license	MIT
metadata	{"category":"CRM","difficulty":"intermediate","apply-to":"hubspot-create-contact hubspot-get-contact hubspot-update-contact hubspot-delete-contact hubspot-list-contacts hubspot-create-company hubspot-get-company hubspot-update-company hubspot-delete-company hubspot-list-companies hubspot-create-deal hubspot-get-deal hubspot-update-deal hubspot-delete-deal hubspot-list-deals hubspot-create-ticket hubspot-get-ticket hubspot-update-ticket hubspot-delete-ticket hubspot-list-tickets hubspot-create-product hubspot-get-product hubspot-update-product hubspot-delete-product hubspot-list-products hubspot-create-line-item hubspot-get-line-item hubspot-update-line-item hubspot-delete-line-item hubspot-list-line-items hubspot-create-quote hubspot-get-quote hubspot-update-quote hubspot-delete-quote hubspot-list-quotes hubspot-create-task hubspot-get-task hubspot-update-task hubspot-delete-task hubspot-list-tasks hubspot-create-note hubspot-get-note hubspot-update-note hubspot-delete-note hubspot-list-notes hubspot-create-meeting hubspot-get-meeting hubspot-update-meeting hubspot-delete-meeting hubspot-list-meetings hubspot-create-call hubspot-get-call hubspot-update-call hubspot-delete-call hubspot-list-calls","author":"Matimo","tags":"hubspot,crm,contacts,deals,companies,pipeline,sales"}

HubSpot

Complete guide to using Matimo's HubSpot CRM tools for managing contacts, companies, deals, tickets, and all CRM entities.

Entity Types & Tools

HubSpot tools follow a CRUD pattern. Each entity type has 5 operations:

Entity	Create	Get	Update	Delete	List
Contacts	`hubspot-create-contact`	`hubspot-get-contact`	`hubspot-update-contact`	`hubspot-delete-contact`	`hubspot-list-contacts`
Companies	`hubspot-create-company`	`hubspot-get-company`	`hubspot-update-company`	`hubspot-delete-company`	`hubspot-list-companies`
Deals	`hubspot-create-deal`	`hubspot-get-deal`	`hubspot-update-deal`	`hubspot-delete-deal`	`hubspot-list-deals`
Tickets	`hubspot-create-ticket`	`hubspot-get-ticket`	`hubspot-update-ticket`	`hubspot-delete-ticket`	`hubspot-list-tickets`
Products	`hubspot-create-product`	`hubspot-get-product`	`hubspot-update-product`	`hubspot-delete-product`	`hubspot-list-products`
Line Items	`hubspot-create-line-item`	`hubspot-get-line-item`	`hubspot-update-line-item`	`hubspot-delete-line-item`	`hubspot-list-line-items`
Quotes	`hubspot-create-quote`	`hubspot-get-quote`	`hubspot-update-quote`	`hubspot-delete-quote`	`hubspot-list-quotes`
Tasks	`hubspot-create-task`	`hubspot-get-task`	`hubspot-update-task`	`hubspot-delete-task`	`hubspot-list-tasks`
Notes	`hubspot-create-note`	`hubspot-get-note`	`hubspot-update-note`	`hubspot-delete-note`	`hubspot-list-notes`
Meetings	`hubspot-create-meeting`	`hubspot-get-meeting`	`hubspot-update-meeting`	`hubspot-delete-meeting`	`hubspot-list-meetings`
Calls	`hubspot-create-call`	`hubspot-get-call`	`hubspot-update-call`	`hubspot-delete-call`	`hubspot-list-calls`

Authentication

Requires HUBSPOT_ACCESS_TOKEN (private app token) or OAuth2. Token needs scopes: crm.objects.contacts.read, crm.objects.contacts.write, etc.

Core Operations

Create

All create tools accept a properties object:

{ "properties": { "email": "alice@acme.com", "firstname": "Alice", "lastname": "Smith" } }

Returns the created object with its id.

Get

All get tools accept an objectId (string) and optional properties list to limit returned fields.

Update

All update tools accept objectId and properties with fields to change.

Delete

All delete tools accept objectId. Moves to recycling bin (recoverable for 90 days).

List

All list tools accept optional limit (max 100), after (cursor for pagination), and properties (fields to return).

Contacts

Key properties: email, firstname, lastname, phone, company, website, lifecyclestage (subscriber → lead → opportunity → customer).

Best practices:

Always deduplicate by email before creating
Set lifecyclestage appropriately
Use hs_lead_status to track sales qualification

Companies

Key properties: name, domain, industry, numberofemployees, annualrevenue, city, state, country.

Best practices:

Use domain as the unique identifier
Associate contacts to companies after creation

Deals

Key properties: dealname, dealstage, pipeline, amount, closedate, hubspot_owner_id.

Pipeline stages (default): appointmentscheduled → qualifiedtobuy → presentationscheduled → decisionmakerboughtin → contractsent → closedwon / closedlost.

Best practices:

Always set pipeline when creating
Update dealstage as deal progresses
Set amount and closedate for forecasting

Tickets

Key properties: subject, content, hs_pipeline, hs_pipeline_stage, hs_ticket_priority (HIGH/MEDIUM/LOW).

Engagement Entities

Tasks, Notes, Meetings, and Calls are engagement objects that track interactions.

Tasks: hs_task_subject, hs_task_body, hs_task_status (NOT_STARTED/IN_PROGRESS/COMPLETED), hs_task_priority. Notes: hs_note_body, hs_timestamp. Meetings: hs_meeting_title, hs_meeting_body, hs_meeting_start_time, hs_meeting_end_time. Calls: hs_call_title, hs_call_body, hs_call_duration, hs_call_direction (INBOUND/OUTBOUND).

Common Workflows

Lead Qualification Pipeline

Create contact: hubspot-create-contact
Create company: hubspot-create-company
Create deal: hubspot-create-deal in first pipeline stage
Log activities: hubspot-create-note, hubspot-create-call
Progress deal: hubspot-update-deal to advance stage

Support Ticket Flow

Create ticket: hubspot-create-ticket with priority
Log investigation: hubspot-create-note
Update status: hubspot-update-ticket as work progresses
Close: hubspot-update-ticket to closed stage

Bulk Operations

List entities with pagination (after cursor)
Process each entity
HubSpot rate limit: 100 requests per 10 seconds

Common Errors

Error	Cause	Fix
401 `Unauthorized`	Invalid token	Check `HUBSPOT_ACCESS_TOKEN`
404 `Not Found`	Invalid object ID	Verify ID exists
409 `Conflict`	Duplicate (e.g., email exists)	Search first, then create
429 `Rate limit`	Too many requests	100 req/10 sec — implement backoff
400 `Property doesn't exist`	Wrong property name	Check HubSpot property definitions