Hubspot
Last updated: September 4, 2025
HubSpot is a CRM for managing contacts, companies, deals, tickets, and sales activities. Connecting HubSpot to Zams lets your agents create and update CRM records, search and report on data, schedule meetings, and log calls or notes — all from natural language.
Connection Method
Type: OAuth 2.0
Requirements: A HubSpot account with permission to read/write the objects you plan to use.
Available Functionalites
Contacts
Functionality | Description |
Search Contacts | Find people by name, email, company, or keywords. |
Get / Create / Update Contact | Retrieve a contact; add a new one (email required); or update core fields (name, phone, title, company, website). |
Find by Email | Quickly look up a contact using an email address. |
Companies
Functionality | Description |
Search Companies | Find companies by name/domain or keywords. |
Get / Create / Update Company | Retrieve, add, or edit company records (name, domain, industry, location, website, phone). |
Deals (Opportunities)
Functionality | Description |
Search / List Deals | Find deals by name, stage, owner, amount, or date; or list deals with selected properties. |
Get / Create / Update Deal | Retrieve, add (name required), or edit deals (amount, stage, pipeline, close date, owner). |
Tickets (Service
Functionality | Description |
Search / List Tickets | Locate tickets by text or filters; list tickets with properties and pagination. |
Get / Create / Update Ticket | Retrieve a ticket; create a new one (subject required); or update status, priority, owner, etc. |
Get Ticket Pipelines | View available ticket pipelines and stages. |
Meetings
Funcionality | Description |
Create / Update / Get Meeting | Schedule or modify meetings (subject, start/end time, agenda, location); retrieve details and attendees. |
List / Search Meetings | List meetings (owner/date filters) or search with advanced filters and attendee info. |
Create Meeting with Contact Lookup | Create a meeting and automatically associate it by contact name/email (and optional company/deal). |
Calls & Activites
Funcionality | Description |
Log Call (Create / Update / Get / List) | Record call notes, duration, direction, disposition; report on calls by owner/date. |
Search Calls | Advanced filters for direction, disposition, owner, and date. |
Create Note | Add a note and associate it to contacts/companies/deals. |
Tasks
Funcionality | Description |
Get / Create / Update Tasks | Browse tasks; create follow-ups (subject required); update status, priority, due date, owner. |
Associations
Funcionality | Description |
Create / Get Associations | Link objects (e.g., associate a contact to a company or deal) and retrieve existing links. |
Owners & Accounts
Funcionality | Description |
Get Owners | List HubSpot owners/users (for assignment and filtering). |
Get Current User / Account Info | Identify the connected user and account context. |
Pipelines & Stages
Funcionality | Description |
Get Pipelines & Stages | Retrieve pipelines and stage lists (commonly for deals). |
Analytics & Reporting
Funcionality | Description |
Pipeline & Deal Analytics | Summaries by stage/owner/month, stage history, stale deals, coverage vs. quota. |
Rep & Activity Analytics | Metrics such as win rate, sales cycle, loss reasons; activity heatmaps and engagement history. |
Example of Use
Create a contact and attach to a company
“
@HubspotCreate a contact Ava Chen (ava@contoso.com), title VP Marketing, phone +1 415-555-0101, company Contoso.”
Advance a deal stage
“
@HubspotMove Acme – Renewal 2025 to Contract Sent, close date Nov 30, amount $85,000.”
Log a support ticket
“
@HubspotOpen a ticket: Login issues after update, priority High, assign to me and link to contact sam@globex.com.”
Schedule a meeting
“
@HubspotSchedule a 45-min discovery meeting tomorrow at 10am PT with jordan@northwind.com; title Discovery – Northwind.”
Roll-up analytics
“
@HubspotShow pipeline coverage vs. a $500k quarterly quota by owner, and list any deals stale > 30 days.”
Tip
If you’re unsure of valid stages, pipelines, or owners, ask: “List deal pipelines and stages” or “Show owners I can assign to.”