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Documentation Index

Fetch the complete documentation index at: https://hyperfx.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Auth type: OAuth
For how integrations work overall (permissions, authentication, troubleshooting), see: App Integrations.

Connect HubSpot

  1. Go to Settings → Apps in Hyper
  2. Select HubSpot → Connect New
  3. Complete OAuth and grant requested scopes (CRM objects, timeline, engagements)

Common capabilities

  • Find, create, and update contacts/companies/deals
  • Enrich records and log activities from agents and flows

Use in Chat

Enable HubSpot in the tool selector, then ask your agent to look up or update CRM records.

Use in Agents

In Agents → Settings, add HubSpot to toolkits and choose the connection. Toggle which actions require approval.

Use in Flows

Add HubSpot action nodes to search or write CRM data. Pass variables from earlier steps.

Troubleshooting

  • Permission denied: reauthorize with scopes for the needed objects
  • Record not found: validate identifiers (email, domain, record ID)

Available Actions

Hyper agents can run the following actions for this integration. Each action can be individually set to Enabled, Requires Approval, or Disabled in your agent’s toolkit settings. Actions can be set to one of three control states:
StateBehavior
EnabledAgent runs the action automatically
Requires ApprovalAgent pauses and waits for your confirmation before proceeding
DisabledAction is blocked and cannot be used
Configure these in the agent’s toolkit settings or in workspace defaults.
ActionDescription
Add To ListAdd records to a static HubSpot list
Associate ObjectsCreate an association between two HubSpot objects (e.g. link a contact to a company, or a deal to a company)
Create CompanyCreate a new company in HubSpot
Create ContactCreate a new contact in HubSpot
Create DealCreate a new deal in HubSpot
Create LeadCreate a new lead in HubSpot
Create ListCreate a new HubSpot contact list (static or dynamic)
Create MeetingCreate a meeting engagement in HubSpot and optionally associate it with contacts, companies, or deals
Create NoteCreate a note in HubSpot and optionally associate it with contacts, companies, or deals
Create TaskCreate a task in HubSpot and optionally associate it with contacts, companies, or deals
Delete CompanyDelete a company in HubSpot by ID
Delete ContactDelete a contact in HubSpot by ID
Delete DealDelete a deal in HubSpot by ID
Delete LeadDelete a lead in HubSpot by ID
Enroll In SequenceEnroll a contact in a HubSpot sales sequence. Requires Sales Hub Professional or Enterprise
Get All CompaniesGet all companies from HubSpot
Get All ContactsGet all contacts from HubSpot
Get All DealsGet all deals from HubSpot
Get All LeadsGet all leads from HubSpot
Get AssociationsGet all objects associated with a given HubSpot object (e.g. get all contacts for a company)
Get CallsGet logged calls associated with a HubSpot company, contact, or deal
Get CompanyGet a HubSpot company by its ID
Get ContactGet a HubSpot contact by its ID
Get DealGet a HubSpot deal by its ID
Get EmailsGet logged emails associated with a HubSpot company, contact, or deal
Get Enrollment StatusCheck if a contact is enrolled in a HubSpot sales sequence
Get LeadGet a HubSpot lead by its ID
Get List MembersGet record IDs that belong to a HubSpot list
Get MeetingsGet meetings associated with a HubSpot company, contact, or deal
Get NotesGet notes associated with a HubSpot company, contact, or deal
Get TasksGet tasks associated with a HubSpot company, contact, or deal
List ListsList all HubSpot lists (segments) available in the account
List OwnersList all owners (team members) in HubSpot for assigning records
List PipelinesList all deal pipelines and their stages in HubSpot
List PropertiesList available properties (including custom properties) for a HubSpot object type, with optional name/group filtering
List SequencesList available HubSpot sales sequences for a given user. Requires Sales Hub Professional or Enterprise
Log CallLog a call engagement in HubSpot and optionally associate it with contacts, companies, or deals
Log EmailLog an email engagement in HubSpot and optionally associate it with contacts, companies, or deals
Remove From ListRemove records from a static HubSpot list
SearchSearch for contacts, leads, companies, or deals in HubSpot with powerful filtering. Supports both server-side and client-side post-filtering for custom properties
Update CompanyUpdate an existing company in HubSpot
Update ContactUpdate an existing contact in HubSpot
Update DealUpdate an existing deal in HubSpot
Update LeadUpdate an existing lead in HubSpot