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

Contacts (6 tools)

• get_contact - Get a contact by ID from HubSpot. Required: contact_id (str). Optional: properties (list)
• list_contacts - List contacts from HubSpot with pagination. Optional: limit (int), properties (list), after (str)
• search_contacts - Search contacts in HubSpot using filter groups. Required: filter_groups (list). Optional: properties (list), limit (int), after (str), sorts (list)
• create_contact - Create a new contact in HubSpot. Required: email (str). Optional: firstname, lastname, phone, company, jobtitle, extra_properties (dict)
• update_contact - Update an existing contact in HubSpot. Required: contact_id (str). Optional: properties (dict)
• delete_contact - Delete (archive) a contact in HubSpot. Required: contact_id (str)

Companies (6 tools)

• get_company - Get a company by ID from HubSpot. Required: company_id (str). Optional: properties (list)
• list_companies - List companies from HubSpot with pagination. Optional: limit (int), properties (list), after (str)
• search_companies - Search companies in HubSpot using filter groups. Required: filter_groups (list). Optional: properties (list), limit (int), after (str), sorts (list)
• create_company - Create a new company in HubSpot. Required: name (str). Optional: domain, industry, phone, extra_properties (dict)
• update_company - Update an existing company in HubSpot. Required: company_id (str). Optional: properties (dict)
• delete_company - Delete (archive) a company in HubSpot. Required: company_id (str)

Deals (6 tools)

• get_deal - Get a deal by ID from HubSpot. Required: deal_id (str). Optional: properties (list)
• list_deals - List deals from HubSpot with pagination. Optional: limit (int), properties (list), after (str)
• search_deals - Search deals in HubSpot using filter groups. Required: filter_groups (list). Optional: properties (list), limit (int), after (str), sorts (list)
• create_deal - Create a new deal in HubSpot. Required: dealname (str). Optional: pipeline, dealstage, amount, closedate, extra_properties (dict)
• update_deal - Update an existing deal in HubSpot. Required: deal_id (str). Optional: properties (dict)
• delete_deal - Delete (archive) a deal in HubSpot. Required: deal_id (str)

Tickets (6 tools)

• get_ticket - Get a ticket by ID from HubSpot. Required: ticket_id (str). Optional: properties (list)
• list_tickets - List tickets from HubSpot with pagination. Optional: limit (int), properties (list), after (str)
• search_tickets - Search tickets in HubSpot using filter groups. Required: filter_groups (list). Optional: properties (list), limit (int), after (str), sorts (list)
• create_ticket - Create a new ticket in HubSpot. Required: subject (str). Optional: hs_pipeline, hs_pipeline_stage, hs_ticket_priority, content, extra_properties (dict)
• update_ticket - Update an existing ticket in HubSpot. Required: ticket_id (str). Optional: properties (dict)
• delete_ticket - Delete (archive) a ticket in HubSpot. Required: ticket_id (str)

Pipelines (2 tools)

• list_pipelines - List all pipelines for a given object type. Required: object_type (str)
• list_pipeline_stages - List all stages for a given pipeline. Required: object_type (str), pipeline_id (str)

Generic CRM Objects (6 tools)

• get_crm_object - Get any CRM object by type and ID. Required: object_type (str), object_id (str). Optional: properties (list)
• list_crm_objects - List CRM objects of a given type with pagination. Required: object_type (str). Optional: limit (int), properties (list), after (str)
• search_crm_objects - Search CRM objects using filter groups. Required: object_type (str), filter_groups (list). Optional: properties (list), limit (int), after (str), sorts (list)
• create_crm_object - Create a CRM object of any type. Required: object_type (str). Optional: properties (dict)
• update_crm_object - Update any CRM object by type and ID. Required: object_type (str), object_id (str). Optional: properties (dict)
• delete_crm_object - Delete (archive) any CRM object by type and ID. Required: object_type (str), object_id (str)

Properties (1 tool)

• get_object_properties - Get all property definitions for a CRM object type. Required: object_type (str)

Associations (3 tools)

• create_association - Create an association between two CRM objects. Required: from_object_type (str), from_object_id (str), to_object_type (str), to_object_id (str), association_type_id (int)
• list_associations - List associations from one object to another type. Required: from_object_type (str), from_object_id (str), to_object_type (str)
• delete_association - Delete all associations between two CRM objects. Required: from_object_type (str), from_object_id (str), to_object_type (str), to_object_id (str)