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Complete guide to all HubSpot CRM tools — contacts, companies, deals, tickets, products, line items, pipelines, and entity management.
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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"} |
Complete guide to using Matimo's HubSpot CRM tools for managing contacts, companies, deals, tickets, and all CRM entities.
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 |
Requires HUBSPOT_ACCESS_TOKEN (private app token) or OAuth2. Token needs scopes: crm.objects.contacts.read, crm.objects.contacts.write, etc.
All create tools accept a properties object:
{ "properties": { "email": "alice@acme.com", "firstname": "Alice", "lastname": "Smith" } }
Returns the created object with its id.
All get tools accept an objectId (string) and optional properties list to limit returned fields.
All update tools accept objectId and properties with fields to change.
All delete tools accept objectId. Moves to recycling bin (recoverable for 90 days).
All list tools accept optional limit (max 100), after (cursor for pagination), and properties (fields to return).
Key properties: email, firstname, lastname, phone, company, website, lifecyclestage (subscriber → lead → opportunity → customer).
Best practices:
lifecyclestage appropriatelyhs_lead_status to track sales qualificationKey properties: name, domain, industry, numberofemployees, annualrevenue, city, state, country.
Best practices:
domain as the unique identifierKey properties: dealname, dealstage, pipeline, amount, closedate, hubspot_owner_id.
Pipeline stages (default): appointmentscheduled → qualifiedtobuy → presentationscheduled → decisionmakerboughtin → contractsent → closedwon / closedlost.
Best practices:
pipeline when creatingdealstage as deal progressesamount and closedate for forecastingKey properties: subject, content, hs_pipeline, hs_pipeline_stage, hs_ticket_priority (HIGH/MEDIUM/LOW).
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).
hubspot-create-contacthubspot-create-companyhubspot-create-deal in first pipeline stagehubspot-create-note, hubspot-create-callhubspot-update-deal to advance stagehubspot-create-ticket with priorityhubspot-create-notehubspot-update-ticket as work progresseshubspot-update-ticket to closed stageafter cursor)| 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 |