HubSpot

Overview

The HubSpot integration allows you to automate your customer relationship management, marketing campaigns, and sales processes through Bumblebee workflows. Sync contacts, manage deals, and track customer interactions seamlessly.

Prerequisites & Setup

Before setting up the HubSpot integration, you need:

• An active HubSpot account (Free, Starter, Professional, or Enterprise)
• Administrator access to configure integrations
• API access (available on all HubSpot plans)

Create a Private App in HubSpot

1. Log in to your HubSpot account
2. Navigate to Settings (gear icon) > Integrations > Private Apps
3. Click Create a private app
4. Configure the app:
   • Name: "Bumblebee Integration"
   • Description: "Workflow automation with Bumblebee"
5. Select the Scopes tab and enable required scopes:
   • crm.objects.contacts (read/write)
   • crm.objects.companies (read/write)
   • crm.objects.deals (read/write)
   • crm.schemas.contacts (read)
   • crm.schemas.companies (read)
   • crm.schemas.deals (read)
   • tickets (if using Service Hub)
6. Click Create app
7. Copy the Access Token (shown only once - save it securely)

Configure in Bumblebee

1. Go to the Integrations page in Bumblebee
2. Click on HubSpot
3. Enter your Access Token
4. Click Test Connection
5. Save the configuration

Available Tools

Companies

• crm_get_company - Get company details (including properties) by ID. Required: company_id (str)
• crm_search_companies - Search companies with filters, such as 'name' or 'domain'. Required: filter_groups (list). Optional: limit (int), after (str)
• crm_create_company - Create company with property fields
• crm_update_company - Update company. Required: company_id (str). Optional: property fields

Contacts

• crm_get_contact - Get contact details (including properties) by ID. Required: contact_id (str)
• crm_search_contacts - Search contacts with filters, such as 'firstname' or 'lastname'. Required: filter_groups (list). Optional: limit (int), after (str)
• crm_create_contact - Create contact with property fields
• crm_update_contact - Update contact. Required: contact_id (str). Optional: property fields

Deals

• crm_get_deal - Get deal details (including properties) by ID. Required: deal_id (str)
• crm_search_deals - Search deals with filters, such as 'dealname' or 'dealstage'. Required: filter_groups (list). Optional: limit (int), after (str)
• crm_create_deal - Create deal with property fields
• crm_update_deal - Update deal. Required: deal_id (str). Optional: property fields

Tickets

• crm_get_ticket - Get ticket details (including properties) by ID. Required: ticket_id (str)
• crm_search_tickets - Search tickets with filters, such as 'subject'. Required: filter_groups (list). Optional: limit (int), after (str)
• crm_create_ticket - Create ticket with property fields
• crm_update_ticket - Update ticket. Required: ticket_id (str). Optional: property fields

Orders

• crm_get_order - Get order details (including properties) by ID. Required: order_id (str)
• crm_search_orders - Search orders with filters, such as 'hs_order_name' or 'hs_fulfillment_status'. Required: filter_groups (list). Optional: limit (int), after (str)

Pipelines

• crm_get_pipeline - Get pipeline details (including properties). Required: object_type (str), pipeline_id (str)
• crm_list_pipelines - List pipelines for a given object type (e.g. contact, company). Required: object_type (str)