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Arcade Optimized

Arcade tools designed for LLMs to interact with Hubspot

Author:Arcade
Version:3.2.0
Auth:User authorization via the Hubspot auth provider
40tools

The Arcade HubSpot toolkit lets LLMs interact with HubSpot CRM via the Arcade tool-calling framework. It covers the full CRM lifecycle — contacts, companies, deals, pipelines, and activity logging — across 40 tools.

Capabilities

  • CRM record management: Create, update, and list contacts, companies, and deals; resolve records by ID or keyword search; look up valid industry types before creating companies.
  • Deal pipeline operations: Retrieve pipelines and their stages, create deals with correct stage IDs, update deal stage or close date, with built-in guidance to pre-fetch pipeline data before writes.
  • Activity logging (calls, emails, meetings, notes, communications, tasks): Create and update all major HubSpot engagement types; each activity must be associated with at least one contact, company, or deal and is auto-assigned to the current user unless overridden.
  • Associations: Link contacts or arbitrary activity objects to deals using HubSpot standard association types.
  • User and portal context: Identify the current authenticated user and portal (WhoAmI), list all portal owners, and look up individual owners by ID — used to support assignment workflows.
  • Toolkit guidance: A dedicated tool (ToolkitEnviromentGuidance) surfaces best practices and context about the toolkit at runtime for agents building multi-step CRM workflows.

OAuth

This toolkit authenticates via OAuth 2.0 with HubSpot as the provider. See the Arcade HubSpot auth provider docs for setup instructions, required scopes, and configuration details.

Available tools(40)

40 of 40 tools
Operations
Behavior
Tool nameDescriptionSecrets
Associate a single activity object to a deal using HubSpot standard association type.
Associate a contact with an existing deal in HubSpot.
Create a call engagement activity with required owner and associations. Must be associated with at least one of: contact, company, or deal. Assign to the current user if not specified otherwise.
Create a communication activity for logging communications that are not done via email, call, or meeting. This includes SMS, WhatsApp, LinkedIn messages, physical mail, and custom channel conversations. Must be associated with at least one of: contact, company, or deal. The communication will be assigned to the current user.
Create a new company in HubSpot. industry_type must be one of HubSpot's predefined industry values; an invalid value is rejected with the list of valid ones.
Create a contact associated with a company.
Create a new deal in HubSpot. If pipeline_id is not provided, the default pipeline will be used. For custom pipelines, deal_stage must be a valid stage ID within the selected pipeline. If deal_stage is not specified, the first stage in the pipeline will be used automatically. It is recommended have already pipeline data available when planning to call this tool.
Create a logged email engagement activity with essential fields including email headers. Must be associated with at least one of: contact, company, or deal. The email will be assigned to the current user.
Create a meeting with essential fields including separate date and time. The start_date and start_time are combined to create the meeting timestamp. Duration can be specified in HH:MM format. Must be associated with at least one of: contact, company, or deal. The meeting will be assigned to the current user.
Create a note engagement activity with required owner and associations. Must be associated with at least one of: contact, company, or deal. Assign to the current user if not specified otherwise.
Get all users/owners in the HubSpot portal. This tool retrieves a list of all users (owners) in your HubSpot portal, Useful for user management and assignment operations. Use this tool when needing information about ALL users in the HubSpot portal.
Get all available industry types for HubSpot companies. Returns a sorted list of valid industry type values that can be used when creating companies.
Search for call activities with associated contacts, companies, and deals.
Search for communication activities with associated contacts, companies, and deals.
Retrieve company data with associated contacts, deals, calls, emails, meetings, notes, and tasks.
Retrieve contact data with associated companies, deals, calls, emails, meetings, notes, and tasks.
Retrieve a specific deal by its ID with associated contacts, companies, calls, emails, meetings, notes, and tasks.
Retrieve deal data with associated contacts, companies, calls, emails, meetings, notes, and tasks.
List HubSpot deal pipelines with their stages, optionally filtered by a search string. Recommended to be used before creating a new deal. For example updating the stage of a deal without changing the pipeline.
List stages for a specific HubSpot deal pipeline. Useful to get the stage IDs for a specific pipeline.
Search for email activities with associated contacts, companies, and deals.
Search for meeting activities with associated contacts, companies, and deals.
Search for note activities with associated contacts, companies, and deals.
Search for task activities with associated contacts, companies, and deals.
Get detailed information about a specific user/owner by their ID. This tool retrieves comprehensive information about a specific user in your HubSpot portal using their owner ID.
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