Bring Contact Management
to LlamaIndex

The name is required. Providing the website domain (e.g., "acme.com") helps HubSpot auto-enrich the company with public data. Industry should match HubSpot industry categories. Returns the created company with its new HubSpot ID. Create a new company record in HubSpot CRM with name, domain, industry, and phone

Email is the primary deduplication key — if a contact with the same email already exists, the API will return an error. Provide first name, last name, phone, company name, and lifecycle stage to fully populate the record. Returns the created contact with its new HubSpot ID. Create a new contact in HubSpot CRM with email as the unique identifier, plus name, phone, and company

The body supports HTML. Notes appear in the timeline of associated records — essential for keeping CRM activity history. Provide contact, company, or deal IDs to link the note. Use to log meeting notes, call summaries, or internal context. Create an engagement note in HubSpot attached to a contact, company, or deal for activity logging

Tasks appear in the tasks queue and can be assigned to owners. Set priority to HIGH, MEDIUM, or LOW. Due date should be ISO format. Associate with a contact by providing their ID. Use when the user wants to schedule follow-ups, create reminders, or assign action items. Create a follow-up task in HubSpot with subject, due date, priority, and optional contact association

For example: objectType="companies", objectId="123", toObjectType="contacts" returns all contacts associated with company 123. Common patterns: company→contacts, contact→deals, deal→contacts, contact→tickets. Use when the user asks "which contacts are at this company?" or "what deals does this contact have?" Get associations between HubSpot CRM objects — e.g., find all contacts linked to a company, or deals linked to a contact

Returns full contact data including name, email, phone, company, lifecycle stage, lead status, last activity date, and all custom properties. Use after searching contacts to drill into a specific person for full details. Get the complete details of a specific HubSpot contact by their record ID

Returns company name, website domain, industry, annual revenue, employee count, and assigned owner. Use when the user wants to find a specific company, look up organizational details, or check company-level CRM data. Search HubSpot CRM companies by name, domain, or industry to find organizations

Returns first name, last name, email, phone, associated company, lifecycle stage (subscriber/lead/MQL/SQL/opportunity/customer/evangelist), and assigned HubSpot owner. Use when the user wants to find a specific person, check contact details, verify lifecycle stage, or look up who is at a particular company. Search HubSpot CRM contacts by name, email, phone, or company to find people in your database

Only specified fields are updated. Use when the user wants to update company details, correct industry classification, or change the domain. Update properties of an existing HubSpot company by their record ID

Only the fields you provide will be updated — other fields remain unchanged. Use when the user wants to correct contact info, update a phone number, change lifecycle stage, or reassign a contact. Update properties of an existing HubSpot contact by their record ID