> ## 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. # HubSpot > Set up and use the HubSpot integration with Hyper AI Auth type: OAuth For how integrations work overall (permissions, authentication, troubleshooting), see: [App Integrations](/integrations/overview). ## 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: | State | Behavior | | --------------------- | -------------------------------------------------------------- | | **Enabled** | Agent runs the action automatically | | **Requires Approval** | Agent pauses and waits for your confirmation before proceeding | | **Disabled** | Action is blocked and cannot be used | Configure these in the agent's toolkit settings or in workspace defaults. | Action | Description | | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Add To List | Add records to a static HubSpot list | | Associate Objects | Create an association between two HubSpot objects (e.g. link a contact to a company, or a deal to a company) | | Create Company | Create a new company in HubSpot | | Create Contact | Create a new contact in HubSpot | | Create Deal | Create a new deal in HubSpot | | Create Lead | Create a new lead in HubSpot | | Create List | Create a new HubSpot contact list (static or dynamic) | | Create Meeting | Create a meeting engagement in HubSpot and optionally associate it with contacts, companies, or deals | | Create Note | Create a note in HubSpot and optionally associate it with contacts, companies, or deals | | Create Task | Create a task in HubSpot and optionally associate it with contacts, companies, or deals | | Delete Company | Delete a company in HubSpot by ID | | Delete Contact | Delete a contact in HubSpot by ID | | Delete Deal | Delete a deal in HubSpot by ID | | Delete Lead | Delete a lead in HubSpot by ID | | Enroll In Sequence | Enroll a contact in a HubSpot sales sequence. Requires Sales Hub Professional or Enterprise | | Get All Companies | Get all companies from HubSpot | | Get All Contacts | Get all contacts from HubSpot | | Get All Deals | Get all deals from HubSpot | | Get All Leads | Get all leads from HubSpot | | Get Associations | Get all objects associated with a given HubSpot object (e.g. get all contacts for a company) | | Get Calls | Get logged calls associated with a HubSpot company, contact, or deal | | Get Company | Get a HubSpot company by its ID | | Get Contact | Get a HubSpot contact by its ID | | Get Deal | Get a HubSpot deal by its ID | | Get Emails | Get logged emails associated with a HubSpot company, contact, or deal | | Get Enrollment Status | Check if a contact is enrolled in a HubSpot sales sequence | | Get Lead | Get a HubSpot lead by its ID | | Get List Members | Get record IDs that belong to a HubSpot list | | Get Meetings | Get meetings associated with a HubSpot company, contact, or deal | | Get Notes | Get notes associated with a HubSpot company, contact, or deal | | Get Tasks | Get tasks associated with a HubSpot company, contact, or deal | | List Lists | List all HubSpot lists (segments) available in the account | | List Owners | List all owners (team members) in HubSpot for assigning records | | List Pipelines | List all deal pipelines and their stages in HubSpot | | List Properties | List available properties (including custom properties) for a HubSpot object type, with optional name/group filtering | | List Sequences | List available HubSpot sales sequences for a given user. Requires Sales Hub Professional or Enterprise | | Log Call | Log a call engagement in HubSpot and optionally associate it with contacts, companies, or deals | | Log Email | Log an email engagement in HubSpot and optionally associate it with contacts, companies, or deals | | Remove From List | Remove records from a static HubSpot list | | Search | Search for contacts, leads, companies, or deals in HubSpot with powerful filtering. Supports both server-side and client-side post-filtering for custom properties | | Update Company | Update an existing company in HubSpot | | Update Contact | Update an existing contact in HubSpot | | Update Deal | Update an existing deal in HubSpot | | Update Lead | Update an existing lead in HubSpot |