HubSpot
Use AI to review HubSpot deals, prepare customer briefs, update CRM records, and summarize campaign results.
HubSpot holds contact, company, deal, and campaign information. This connection gives an assistant access to those records within your account permissions.
エージェントが HubSpot でできること
アクションをタスク別にまとめ、各グループに呼び出すアクションを記載しています。
Find and Read CRM Records
Search contacts, companies, and deals and retrieve their selected properties and associations.
- Search Contacts
- Search Companies
- Search Deals
- Get Contact
- Get Company
- Get Deal
Create and Update Records
Create or edit contacts, companies, and deals using the fields defined in your CRM.
- Create Contact
- Update Contact
- Create Company
- Update Company
- Create Deal
- Update Deal
- List Properties
Review Campaign Results
Read campaign analytics, attributed contact IDs, and metrics for campaign assets.
- Get Campaign Analytics
- Get Campaign Contacts By Type
- Get Campaign Asset Metrics
エージェントに任せられるタスク
かっこ内を埋め、タスクに 2 つ目のアプリがあればそれも接続してください。
Review the Sales Pipeline
Compare deals by stage, value, and closing date to prepare a focused pipeline brief.
Review all open HubSpot deals in [pipeline]. Group them by expected closing period, summarize stage, amount, and owner, and flag missing closing dates. Check the deal fields before filtering.
Prepare a Customer Brief
Combine contact and company records into a concise reference for your next customer conversation.
Find [contact email] and [company name] in HubSpot. Summarize their profiles and the associations in their records for a meeting brief.
Apply a Contact Update
Check an existing contact and apply your specified field changes without creating a duplicate.
Read HubSpot contact [record ID], check its field definitions, and update only these fields: [field names and values]. Show the changes made.
Draft a customer meeting email
Use CRM context to prepare a Gmail draft for your own review.
Read HubSpot contact [contact ID] and company [company ID]. Create a Gmail draft to [recipient email] with the meeting context and these agenda points: [agenda].
ほかに必要Gmail
アクション26
HubSpot コネクタが提供するすべてのアクションを、名前と ID で掲載しています。
- Search Crm Objects
search_crm_objectsSearch and filter HubSpot CRM records for any object type supported by the MCP server. - Get Crm Objects
get_crm_objectsFetch one or more HubSpot CRM objects by ID through the MCP server. - Manage Crm Objects
manage_crm_objectsCreate or update HubSpot CRM records or activities through the MCP server. - Search Contacts
search_contactsSearch HubSpot contacts with optional filters, sorting, and selected properties. - Get Contact
get_contactGet a HubSpot contact by record ID or by a custom idProperty value. - Create Contact
create_contactCreate a HubSpot contact with the provided properties and optional associations. - Update Contact
update_contactUpdate a HubSpot contact by record ID or by a custom idProperty value. - Search Companies
search_companiesSearch HubSpot companies with optional filters, sorting, and selected properties. - Get Company
get_companyGet a HubSpot company by record ID or by a custom idProperty value. - Create Company
create_companyCreate a HubSpot company with the provided properties and optional associations. - Update Company
update_companyUpdate a HubSpot company by record ID or by a custom idProperty value. - Search Deals
search_dealsSearch HubSpot deals with optional filters, sorting, and selected properties. - Get Deal
get_dealGet a HubSpot deal by record ID or by a custom idProperty value. - Create Deal
create_dealCreate a HubSpot deal with the provided properties and optional associations. - Update Deal
update_dealUpdate a HubSpot deal by record ID or by a custom idProperty value. - List Properties
list_propertiesList or search HubSpot property definitions for an MCP-supported object type. - Get Property
get_propertyGet a single HubSpot property definition for an MCP-supported object type. - Search Properties
search_propertiesFind HubSpot property definitions for an object type using keyword search. - Get Properties
get_propertiesGet full HubSpot property definitions for an object type. - Search Owners
search_ownersFind HubSpot CRM record owners by name, email, or owner ID.
HubSpot のサインイン方法
- サインイン方法
- OAuthAuthorize your HubSpot account.
- 必要なもの
- Access to the HubSpot account and CRM records you want to use.
- 備考
- Available records, properties, and campaign metrics depend on your account access.
HubSpot コネクタに関するよくある質問
HubSpot と一緒に使われるコネクタ
HubSpot を使うタスクがほかに呼び出すアプリ。
