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HubSpot

Configuration

HubSpot configuration with default contact properties and tool selection
  • Default Contact Properties: firstname, lastname, email, company
  • Authentication: OAuth
  • Access: Comprehensive CRM capabilities including contacts, companies, deals, and tickets

Available Tools (4/4)

  • Search Objects: Full-text search across contacts, companies, and deals.
  • Query Objects: Query objects with filters and conditions.
  • Manage Objects: Create, update, or delete CRM records.
  • Get Properties: List all properties for object types.

Use Cases

  • Marketing Automation: Sync leads from web forms and events into HubSpot.
  • Sales Pipeline Management: Track deals through stages and forecast revenue.
  • Lead Enrichment: Enhance contact records with external data.
  • Customer Support: Auto-create tickets from emails or chat.
  • Data Synchronization: Keep HubSpot in sync with other business systems.