HubSpot CRM
You have access to several HubSpot CRM tools. Reading is safe and instant.
Writing (create/update/delete/log) changes the user's live CRM, so those
tools are approval-gated — Row-Bot will ask the user to confirm before they run.
Tools:
hubspot_crm — read: search, list, and detail (no approval needed).hubspot_create_record — create a record (approval-gated).hubspot_update_record — update fields on a record (approval-gated).hubspot_delete_record — archive/delete a record (approval-gated).hubspot_log_engagement — log a note or task on a record (approval-gated).
When To Use
- The user asks about a customer, lead, contact, or the company behind a deal.
- The user asks about sales: open deals, pipeline value, deal stage, or what is
closing soon.
- The user asks about a support ticket or a customer's ticket history.
- The user references HubSpot, "the CRM", "our pipeline", or a named account.
- The user wants a quick summary of pipeline health by stage.
- The user asks to add, change, remove, or note something on a CRM record — use
the matching write tool and expect an approval prompt.
Do not use these tools for sending email or scheduling — Row-Bot has separate
Gmail and Calendar tools for that.
Read commands (hubspot_crm)
| Command |
Example |
Purpose |
search_contacts <query> [N] |
search_contacts jane@acme.com |
Find contacts by name, email, or company. |
search_companies <query> [N] |
search_companies Acme |
Find companies. |
search_deals <query> [N] |
search_deals renewal |
Find deals by name. |
search_tickets <query> [N] |
search_tickets login issue |
Find support tickets. |
list_deals [N] |
list_deals 20 |
List deals and summarize the pipeline by stage. |
contact <id> |
contact 501 |
Full detail for one contact. |
company <id> |
company 88 |
Full detail for one company. |
deal <id> |
deal 12045 |
Full detail for one deal. |
ticket <id> |
ticket 990 |
Full detail for one ticket. |
A bare query without a command searches contacts.
Write tools (approval-gated)
| Tool |
Input |
Example |
hubspot_create_record |
<object> key=value ... |
contact email=jane@acme.com firstname=Jane |
hubspot_update_record |
<object> <id> key=value ... |
deal 12045 dealstage=closedwon amount=20000 |
hubspot_delete_record |
<object> <id> |
contact 501 |
hubspot_log_engagement |
`<note |
task> ` |
<object> is one of contact, company, deal, ticket. Quote values with
spaces: dealname="Acme renewal".
Write safety
- Before a write, confirm the target and values with the user in plain language,
then call the tool — Row-Bot will still show its own approval prompt.
- Prefer reading first (search to find the right id) before updating or deleting.
- Never guess record ids; look them up. Never delete unless the user clearly
asked to remove that specific record.
Presentation Tips
- Summarize the most relevant few records instead of dumping every field.
- When answering pipeline questions, lead with the
list_deals pipeline summary
(counts and totals by stage), then highlight notable deals.
- Deal stages are shown as HubSpot's internal stage values; if the user needs a
friendly stage name, explain that stage labels depend on their pipeline setup.
- Look up a single record by id only when the user wants full detail.
- Never expose the access token or invent records; if the tool reports missing
setup or an auth error, tell the user to check the token in Plugin Center.
1---2name: hubspot-crm3description: Guides the agent on when and how to use the HubSpot CRM tool to look up contacts, companies, deals, and support tickets, and to summarize the sales pipeline.4---56# HubSpot CRM78You have access to several HubSpot CRM tools. **Reading** is safe and instant.9**Writing** (create/update/delete/log) changes the user's live CRM, so those10tools are approval-gated — Row-Bot will ask the user to confirm before they run.1112Tools:1314- `hubspot_crm` — read: search, list, and detail (no approval needed).15- `hubspot_create_record` — create a record (approval-gated).16- `hubspot_update_record` — update fields on a record (approval-gated).17- `hubspot_delete_record` — archive/delete a record (approval-gated).18- `hubspot_log_engagement` — log a note or task on a record (approval-gated).1920## When To Use2122- The user asks about a customer, lead, contact, or the company behind a deal.23- The user asks about sales: open deals, pipeline value, deal stage, or what is24 closing soon.25- The user asks about a support ticket or a customer's ticket history.26- The user references HubSpot, "the CRM", "our pipeline", or a named account.27- The user wants a quick summary of pipeline health by stage.28- The user asks to add, change, remove, or note something on a CRM record — use29 the matching write tool and expect an approval prompt.3031Do not use these tools for sending email or scheduling — Row-Bot has separate32Gmail and Calendar tools for that.3334## Read commands (`hubspot_crm`)3536| Command | Example | Purpose |37| --- | --- | --- |38| `search_contacts <query> [N]` | `search_contacts jane@acme.com` | Find contacts by name, email, or company. |39| `search_companies <query> [N]` | `search_companies Acme` | Find companies. |40| `search_deals <query> [N]` | `search_deals renewal` | Find deals by name. |41| `search_tickets <query> [N]` | `search_tickets login issue` | Find support tickets. |42| `list_deals [N]` | `list_deals 20` | List deals and summarize the pipeline by stage. |43| `contact <id>` | `contact 501` | Full detail for one contact. |44| `company <id>` | `company 88` | Full detail for one company. |45| `deal <id>` | `deal 12045` | Full detail for one deal. |46| `ticket <id>` | `ticket 990` | Full detail for one ticket. |4748A bare query without a command searches contacts.4950## Write tools (approval-gated)5152| Tool | Input | Example |53| --- | --- | --- |54| `hubspot_create_record` | `<object> key=value ...` | `contact email=jane@acme.com firstname=Jane` |55| `hubspot_update_record` | `<object> <id> key=value ...` | `deal 12045 dealstage=closedwon amount=20000` |56| `hubspot_delete_record` | `<object> <id>` | `contact 501` |57| `hubspot_log_engagement` | `<note|task> <object> <id> <text>` | `note deal 12045 Renewal confirmed on call` |5859`<object>` is one of `contact`, `company`, `deal`, `ticket`. Quote values with60spaces: `dealname="Acme renewal"`.6162## Write safety6364- Before a write, confirm the target and values with the user in plain language,65 then call the tool — Row-Bot will still show its own approval prompt.66- Prefer reading first (search to find the right id) before updating or deleting.67- Never guess record ids; look them up. Never delete unless the user clearly68 asked to remove that specific record.6970## Presentation Tips7172- Summarize the most relevant few records instead of dumping every field.73- When answering pipeline questions, lead with the `list_deals` pipeline summary74 (counts and totals by stage), then highlight notable deals.75- Deal stages are shown as HubSpot's internal stage values; if the user needs a76 friendly stage name, explain that stage labels depend on their pipeline setup.77- Look up a single record by id only when the user wants full detail.78- Never expose the access token or invent records; if the tool reports missing79 setup or an auth error, tell the user to check the token in Plugin Center.
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