# 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.

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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.

## What the AI Can Do

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 |

## Connecting HubSpot

  **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"

## How It Works

### 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

## Example Use Cases

- **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?"

## Billing

HubSpot tool calls use your standard LLM token billing. There is no separate per-call fee.

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