Last updated: 4 July 2026

HubSpot

HubSpot

Live
Auth: Access token · Plans: Business, Enterprise · Tools: 5 · Category: CRM & Support

Query contacts, deals, companies, and activity history in HubSpot CRM.

Who needs this: Marketing and sales teams using HubSpot who want AI to surface contact history, deal status, and pipeline data.

Example questions once connected

  • Show me all deals in the Proposal stage
  • What is the total pipeline value this quarter?
  • Find the contact record for [email protected]
  • Log a call with Margaret Wanjiku at KCB

Step-by-step setup

  1. Create a Private App in HubSpot. Go to Settings → Integrations → Private Apps → Create Private App. Name it "Msharti Integration". Select scopes: Contacts, Deals, Companies. Save and copy the Access Token.
  2. Connect in Msharti. Go to Connectors → HubSpot → Set Up. Paste the Access Token. Click Test Connection.
  3. Confirm success. "Connected — 3 tools active" means you are done.

Tool reference

These are the tools the AI can call on this connector. Each tool fires automatically when you ask a relevant question.

search_contacts() Search HubSpot contacts by name, email, company, or property value.
Inputs query string, optional: filter by company, lifecycle stage, owner
Try asking "Find all contacts at Equity Bank with lifecycle stage "Customer""
Returns 3 contacts: David Ochieng ([email protected]), Alice Kamau, James Njoroge. All marked Customer.
create_deal() Create a new deal record in the HubSpot CRM pipeline.
Inputs deal_name, stage, amount, optional: contact_email, close_date, owner
Try asking "Create a deal "Equity Bank — Enterprise" at Proposal stage, KES 450,000"
Returns Deal created: "Equity Bank — Enterprise". Stage: Proposal. Value: KES 450,000. ID: 123456789.
log_activity() Log a call, email, meeting, or note against a HubSpot contact or deal.
Inputs activity_type, associated_contact_or_deal, notes, optional: duration, outcome
Try asking "Log a 15-minute call with [email protected] — discussed renewal timeline"
Returns Call logged against David Ochieng (Equity Bank). Duration: 15 min. Notes: "Renewal timeline: Q3 2026". Logged at 2:14 PM.

Limits

  • Requires a HubSpot Private App token with Contacts, Deals, and Companies scopes.
  • Free HubSpot plans have limited API access — Starter plan or above recommended for reliable results.
  • Bulk exports (>1,000 contacts) should use HubSpot's native export rather than repeated AI queries.

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Need help? [email protected] — Nairobi-based, same time zone.