HubSpot

Connect HubSpot and Expertise works your CRM the way a sales-ops teammate would: look up records, check owners and pipeline stages, log notes, and enroll contacts in sequences. Reads run instantly; anything that creates or changes a record pauses for your approval first.

What you can ask

“Find the contact for jane@acme.com and show me her open deals.”

“How many deals are in the Negotiation stage right now?”

“Log a note on the Acme deal summarizing today’s call.”

“Enroll jane@acme.com in the Q3 nurture sequence.” (asks for approval first)

“Create a ticket for the Acme onboarding issue and assign it to support.” (asks for approval first)

Connecting

Open Connections in the dashboard and click HubSpot → Connect.
Sign in to your HubSpot account and approve the requested scopes.
Ask Expertise something about a contact or deal to confirm it’s live.

Sequence enrollment and custom-channel messaging need extra HubSpot scopes beyond core CRM access. If a request fails with a missing-scope error, reconnect HubSpot from the Connections page with those features enabled, everything else keeps working in the meantime.

Tools

Tool	What it does	Approval
`list_contacts`	List contacts.	–
`search_contacts`	Search contacts by name, email, or other properties.	–
`get_contact`	Fetch one contact by ID.	–
`create_contact`	Create a new contact.	Required
`update_contact`	Edit an existing contact’s properties.	Required
`list_companies`	List companies.	–
`search_companies`	Search companies.	–
`get_company`	Fetch one company by ID.	–
`create_company`	Create a new company.	Required
`update_company`	Edit an existing company’s properties.	Required
`list_deals`	List deals.	–
`search_deals`	Search deals.	–
`get_deal`	Fetch one deal by ID.	–
`create_deal`	Create a new deal.	Required
`update_deal`	Edit a deal, including moving its pipeline stage.	Required
`list_tickets`	List support tickets.	–
`search_tickets`	Search tickets.	–
`get_ticket`	Fetch one ticket by ID.	–
`create_ticket`	Create a new ticket.	Required
`update_ticket`	Edit an existing ticket.	Required
`list_notes`	List notes on a record.	–
`search_notes`	Search notes.	–
`get_note`	Fetch one note by ID.	–
`create_note`	Log a new note on a record.	Required
`update_note`	Edit an existing note.	Required
`list_owners`	List HubSpot owners (for assigning records).	–
`list_properties`	List the configured properties for an object type.	–
`associate_objects`	Link two CRM records together (e.g. a contact to a deal).	Required
`enroll_contact_in_sequence`	Enroll a contact in a sales sequence.	Required
`list_custom_channel_accounts`	List connected custom messaging channels.	–
`create_custom_channel_account`	Register a new custom channel account.	Required
`send_custom_channel_message`	Send a message on a custom channel.	Required
`get_conversation_thread`	Fetch a conversation thread.	–
`associate_ticket_to_thread`	Link a ticket to a conversation thread.	Required
`hubspot_api_request`	Fallback for HubSpot API paths with no dedicated tool above.	Required if it writes

Good to know

Dropdowns and stages need exact values. HubSpot properties like deal stage, lifecycle stage, or priority use internal option values, not just the label you see in the UI. Expertise looks these up before writing so an update doesn’t get silently rejected, if a value can’t be resolved, it asks you to pick from the real options instead of guessing.
One bad field fails the whole update. HubSpot rejects a multi-property write entirely if any single value is invalid, so Expertise only sends fields it’s confident about.
Sequences and custom channels need extra scopes. Core contact, company, deal, and ticket tools work out of the box; sequence enrollment and custom channels may need a reconnect with those features turned on.
Every write pauses for your approval, the approval card shows the exact record and field values before anything is saved.

Troubleshooting

A property update seems to have been ignored

HubSpot enumerated fields (dropdowns, stages, priorities) require internal option values. If Expertise couldn’t resolve the value you asked for, it should have asked you to choose from the real options, check chat for that question before assuming the write failed silently.

Sequence enrollment or custom channel messaging isn't working

These features require additional HubSpot scopes beyond core CRM access. Reconnect from the Connections page and make sure the relevant feature is enabled during sign-in.

Getting started

Connections

CRM

Sales & prospecting

Email & messaging

Calendar & meetings

Docs, files & data

Project & dev tools

Support & community

Billing & analytics

Automation

Expertise platform

What you can ask

Connecting

Tools

Good to know

Troubleshooting

​What you can ask

​Connecting

​Tools

​Good to know

​Troubleshooting

What you can ask

Connecting

Tools

Good to know

Troubleshooting