HubSpot

Overview

Integrate HubSpot to manage your complete customer relationship management system directly from CORE. Access 20 tools for comprehensive CRM operations including contact management, company records, deal tracking, and support ticket handling without leaving your workspace.

Setup Guide

Authentication Type : OAuth 2.0

How to Connect

Navigate to CORE Dashboard → Integrations
Click on the HubSpot card
Click Connect to authorize CORE
You’ll be redirected to HubSpot to authorize the application
Grant the required permissions to your HubSpot account
You’ll be redirected back to CORE once connected

Use Cases

Action Use Cases

When you ask CORE to perform HubSpot tasks, it uses MCP tools to execute your requests:

Manage Contacts

Scenario: Maintain an up-to-date contact database with customer information

"Create a new contact for alice@company.com with first name Alice,
last name Smith, phone number 555-0123, and mark as a customer"

The agent will use create_contact to add the new contact, then update_contact if additional properties need to be modified later.

Track Deals

Scenario: Monitor sales pipeline and deal progress

"Search for all deals in the negotiation stage with amounts over $50,000,
then update the deal with ID 123 to move it to the contract stage"

The agent will use search_deals to find matching deals and update_deal to progress them through the pipeline.

Handle Support Tickets

Scenario: Manage customer support requests and track resolutions

"Create a new support ticket with subject 'Account login issue',
mark it as high priority, and search for similar tickets from the last week"

The agent will use create_ticket to register the issue and search_tickets to find related problems for context.

Company Management

Scenario: Build and maintain accurate company records

"Search for companies in the technology industry,
then create a new company record for TechCorp with domain techcorp.com"

The agent will use search_companies to research the market and create_company to add the new organization.

Sales Pipeline Automation

Scenario: Automate deal progression and follow-ups

"Find all deals that haven't been updated in the last 30 days,
then create follow-up tasks by updating their stage and adding notes"

The agent will use search_deals to identify stalled opportunities and update_deal to move them forward.

CRM Data Sync

Scenario: Synchronize customer data across systems

"Get all contacts from the customer lifecycle stage,
associate them with their company records,
and update their company information with the latest data"

The agent will use get_contact, associate_objects, and update_company to maintain data consistency.

Sales Process Management

Scenario: Create and manage your entire sales process

"Create a new deal called 'Enterprise Contract' with amount $100,000,
set it to the proposal stage, assign it to the sales team,
then associate it with the ABC Corp company account"

The agent will:

Use create_deal to initialize the opportunity
Use update_deal to set stage and owner information
Use associate_objects to link it to the company

Lead Qualification Workflow

Scenario: Organize and qualify leads efficiently

"Search for all contacts with 'lead' lifecycle stage from finance industry,
get details for the top 5, then update them to 'opportunity' stage"

The agent will use search_contacts, get_contact, and update_contact to manage the qualification process.

Customer Data Enrichment

Scenario: Keep customer records complete and accurate

"Get the company record for ID 456,
search for all contacts associated with that company,
then update their company field if it's missing"

The agent will use get_company, search_contacts, and update_contact for data enrichment.

Support Ticket Triage

Scenario: Organize incoming support requests

"Search for all high-priority open tickets,
get details on each one, then create follow-up tasks or escalations"

The agent will use search_tickets and get_ticket to identify and manage urgent issues.

Proactive Use Cases

With webhooks enabled, CORE monitors HubSpot 24/7 and acts automatically based on your instructions:

Lead Qualification Automation

Trigger: New contact createdAutomated Action: Qualify and route leads

"When a new contact is created in HubSpot,
check if they're from a target industry,
automatically update their lead score,
assign to the appropriate sales rep,
and notify them on Slack with contact details"

Accelerate lead response. CORE qualifies and routes new leads to sales reps instantly.

Deal Stage Notifications

Trigger: Deal moves to new pipeline stageAutomated Action: Notify team and update systems

"When a deal moves to 'Contract Sent' stage,
notify the sales manager on Slack,
create a task in Todoist to follow up in 3 days,
and save the deal details to CORE memory with label 'active-contracts'"

Track deal progression automatically. CORE keeps stakeholders informed as deals advance through the pipeline.

Customer Onboarding Trigger

Trigger: Deal marked as closed wonAutomated Action: Initiate onboarding workflow

"When a deal is closed won,
create a new project in Notion for customer onboarding,
send a welcome email with next steps,
create a Slack channel for the customer,
and notify the customer success team"

Start onboarding immediately. CORE triggers the entire customer success workflow when deals close.

Support Ticket Escalation

Trigger: Ticket created with high priorityAutomated Action: Escalate and track

"When a high-priority support ticket is created,
create a Linear issue for engineering,
notify the support lead on WhatsApp,
and add it to today's standup agenda in Google Docs"

Escalate urgent issues instantly. CORE routes critical tickets across teams for rapid resolution.

Revenue Tracking

Trigger: Deal closed won with amountAutomated Action: Update metrics and celebrate

"When a deal is won,
save the deal amount and details to CORE memory with label 'revenue',
calculate the running total for this month,
post a celebration message in #sales-wins on Slack,
and update the revenue tracking spreadsheet"

Track revenue in real-time. CORE maintains metrics and celebrates wins with the team automatically.

Contact Data Enrichment

Trigger: Contact updated with new companyAutomated Action: Enrich company data

"When a contact is associated with a new company,
search for the company on LinkedIn,
update company details in HubSpot with industry and size,
and check if there are existing deals with that company"

Maintain complete CRM data. CORE enriches records automatically to keep your database accurate and comprehensive.

Scopes

crm.objects.contacts.read - Read contact information
crm.objects.contacts.write - Create and update contacts
crm.objects.contacts.delete - Delete contacts
crm.objects.companies.read - Read company information
crm.objects.companies.write - Create and update companies
crm.objects.companies.delete - Delete companies
crm.objects.deals.read - Read deal information
crm.objects.deals.write - Create and update deals
crm.objects.deals.delete - Delete deals
crm.objects.tickets.read - Read ticket information
crm.objects.tickets.write - Create and update tickets
crm.objects.tickets.delete - Delete tickets
crm.objects.contacts.owned - Access owned contacts

Available MCP Tools

The HubSpot integration provides 20 tools for comprehensive CRM management:

Contact Management
Company Management
Deal Management
Ticket Management
Object Associations

Tool Name	Description
`create_contact`	Creates a new contact in HubSpot with email and optional details
`get_contact`	Retrieves a contact by ID with all properties
`update_contact`	Updates contact properties (name, phone, company, etc.)
`search_contacts`	Searches for contacts using text query or advanced filters
`delete_contact`	Deletes a contact permanently

Tool Name	Description
`create_company`	Creates a new company with name and optional details
`get_company`	Retrieves a company by ID with all properties
`update_company`	Updates company properties (domain, industry, size, etc.)
`search_companies`	Searches for companies using text query or advanced filters
`delete_company`	Deletes a company permanently

Tool Name	Description
`create_deal`	Creates a new deal with name, stage, and optional amount
`get_deal`	Retrieves a deal by ID with all properties
`update_deal`	Updates deal properties (amount, stage, close date, etc.)
`search_deals`	Searches for deals using text query or advanced filters
`delete_deal`	Deletes a deal permanently

Tool Name	Description
`create_ticket`	Creates a new support ticket with subject and pipeline stage
`get_ticket`	Retrieves a ticket by ID with all properties
`update_ticket`	Updates ticket properties (status, priority, description, etc.)
`search_tickets`	Searches for tickets using text query or advanced filters
`delete_ticket`	Deletes a ticket permanently

Tool Name	Description
`associate_objects`	Creates associations between contacts, companies, deals, and tickets

Triggers

HubSpot triggers enable CORE’s Meta Agent to wake up and act proactively when events are detected via scheduled polling.

Contacts
Companies
Deals
Tickets

Event	Description
`HUBSPOT_CONTACT_CREATED`	Triggered when a new contact is created
`HUBSPOT_CONTACT_UPDATED`	Triggered when contact properties are modified
`HUBSPOT_CONTACT_DELETED`	Triggered when a contact is deleted
`HUBSPOT_CONTACT_MERGED`	Triggered when contacts are merged together

Event	Description
`HUBSPOT_COMPANY_CREATED`	Triggered when a new company is created
`HUBSPOT_COMPANY_UPDATED`	Triggered when company properties are modified
`HUBSPOT_COMPANY_DELETED`	Triggered when a company is deleted

Event	Description
`HUBSPOT_DEAL_CREATED`	Triggered when a new deal is created
`HUBSPOT_DEAL_UPDATED`	Triggered when deal properties are modified
`HUBSPOT_DEAL_STAGE_CHANGED`	Triggered when a deal moves to a different pipeline stage
`HUBSPOT_DEAL_CLOSED_WON`	Triggered when a deal is marked as closed won
`HUBSPOT_DEAL_CLOSED_LOST`	Triggered when a deal is marked as closed lost

Event	Description
`HUBSPOT_TICKET_CREATED`	Triggered when a new support ticket is created
`HUBSPOT_TICKET_UPDATED`	Triggered when ticket properties are modified
`HUBSPOT_TICKET_STATUS_CHANGED`	Triggered when ticket status changes
`HUBSPOT_TICKET_CLOSED`	Triggered when a ticket is closed

Need Help?

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Overview

Communication & Collaboration

Project & Task Management

Development & Version Control

Calendar & Scheduling

Knowledge & Documentation

Data & Spreadsheets

CRM & Sales

Overview

Setup Guide

How to Connect

Use Cases

Action Use Cases

Proactive Use Cases

Scopes

Available MCP Tools

Triggers

Need Help?

​Overview

​Setup Guide

​How to Connect

​Use Cases

​Action Use Cases

​Proactive Use Cases

​Scopes

​Available MCP Tools

​Triggers

​Need Help?

Overview

Setup Guide

How to Connect

Use Cases

Action Use Cases

Proactive Use Cases

Scopes

Available MCP Tools

Triggers

Need Help?