HubSpot Integration
Most AV integrators run their deal pipeline in HubSpot. Multi-room corporate refresh deals, dealer-program contacts, multi-year service agreements. Connect AVCodex and the agent runs CRM tasks for the BD team in plain English.
Connect HubSpot to your AVCodex agent so it can manage CRM data: search contacts, track integrator deals, look up companies, and log site-visit notes through natural conversation.
Once connected, your agent gains thirteen tools across four CRM object types:
Contacts#
| Tool | Description |
|---|---|
| hubspot_list_contacts | List contacts with email, phone, company, and lifecycle stage |
| hubspot_search_contacts | Search contacts by name, email, phone, or company |
| hubspot_get_contact | Get detailed information about a specific contact |
| hubspot_create_contact | Create a new contact with email, name, phone, and more |
| hubspot_update_contact | Update an existing contact's properties |
Deals#
| Tool | Description |
|---|---|
| hubspot_list_deals | List deals with name, amount, stage, and close date |
| hubspot_search_deals | Search for deals by name or other properties |
| hubspot_create_deal | Create a new deal with pipeline, stage, and amount |
| hubspot_update_deal | Update an existing deal's properties |
Companies#
| Tool | Description |
|---|---|
| hubspot_list_companies | List companies with domain, industry, and location |
| hubspot_search_companies | Search companies by name or domain |
| hubspot_create_company | Create a new company record |
Notes#
| Tool | Description |
|---|---|
| hubspot_create_note | Create a note and associate it with a contact, deal, or company |
1. Open the Integrations tab
In your agent's builder, navigate to the Build section and select the Integrations tab. Find HubSpot in the list of available integrations.
2. Click Connect
Click the Connect button next to HubSpot. You will be redirected to HubSpot's authorization page.
3. Select your HubSpot account
Choose the HubSpot account you want to connect and approve the requested permissions. The integration requests read and write access to contacts, deals, and companies.
> Note: You need admin access to the HubSpot account to authorize the integration. The agent will be able to create and modify CRM records.
4. Test it out
Once connected, open the chat preview and try: - "Search for contacts at Acme Corp" - "Show me all open deals over $50,000" - "Create a new contact for Sarah Johnson at sarah@acme-corp.com, IT Director"
Natural CRM Queries#
The agent translates natural language into CRM operations:
- "Who is our facilities contact at Acme?" triggers a contact search
- "What deals are in the design-review stage?" lists deals filtered by stage
- "Log a note on the Acme HQ deal that we walked the site and confirmed the room count" creates and associates a note
Pagination#
List operations support pagination. When there are more results than the default page size, the agent can request additional pages to find what you need.
Contact Properties#
Each contact includes:
- First name, last name, email, phone
- Company association
- Job title (IT Director, AV Manager, Facilities Lead)
- Lifecycle stage (subscriber, lead, MQL, SQL, opportunity, customer)
Deal Properties#
Each deal includes:
- Deal name and amount
- Pipeline and deal stage
- Close date
- Owner assignment
- BD assistant: "Show me all deals closing this quarter and their total value"
- Contact lookup: "Find the IT Director contact info at TechCorp HQ"
- CRM data entry: "Create a deal called 'Acme HQ 40-Room Corporate Refresh' for $850,000 in the Integrator Sales pipeline at the design-review stage"
- Activity logging: "Add a note to John's contact that we had a site walk today and confirmed Crestron NVX is the right fit"
- Pipeline review: "How many deals are in each stage of the integrator pipeline?"
- Vertical analysis: "What companies do we have in the higher-ed vertical, and which have open dealer-program deals?"
HubSpot tool calls use your standard LLM token billing. There is no separate per-call fee.
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