Bring Workflow Automation
to LlamaIndex

Create a custom property (field) on a HubSpot CRM object to extend the data model with business-specific fields

Returns pipeline name, stage labels, internal stage IDs, and display order. Pipelines define the process stages for deals (sales process) or tickets (support process). Use when configuring automations, setting up deal/ticket routing, or when the user needs pipeline/stage IDs for creating records. List all deal or ticket pipelines with their stages, IDs, and display order for workflow configuration

Owners are the users who can be assigned to contacts, companies, deals, and tickets. Returns owner ID, name, email, active status, and team memberships. Use when configuring round-robin assignment rules, auditing user access, or when the user needs owner IDs for record assignment. List all HubSpot owners (CRM users) for use in assignment workflows, with name, email, and active status

Returns property internal name, display label, data type (string/number/date/enumeration), field type (text/number/date/select/checkbox), group name, and description. Essential for understanding the CRM data model. Use when the user asks "what fields exist on contacts?", wants to audit custom properties, or needs internal property names for filters/searches. List all properties (fields) configured on a HubSpot CRM object type — contacts, companies, deals, or tickets

Returns group internal name and display label. Property groups organize fields into logical sections in the HubSpot UI (e.g., "Contact Information", "Social Media", "Custom Fields"). Use to find valid group names before creating custom properties with hs_create_property. List property groups for a HubSpot CRM object — the logical sections that organize properties in the UI

Returns workflow name, type (drip/standard/nurturing), enabled status (active vs inactive), and number of actions in the workflow. Workflows automate marketing, sales, and service processes — e.g., lead nurturing emails, deal stage automation, ticket routing. Use when the user asks about active automations, wants to audit workflows, or needs to check which automations are running. List all automation workflows in HubSpot with name, type, active/inactive status, and action count