Agent-Skills.md

Agent Skills: hubspot

HubSpot CRM API for marketing and sales. Use when user mentions "HubSpot",

UncategorizedID: vm0-ai/vm0-skills/hubspot

Repository

vm0-ai/vm0-skills
vm0-ai
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hubspot/SKILL.md

Skill Metadata

Name
hubspot
Description
HubSpot CRM API for marketing and sales. Use when user mentions "HubSpot",

Troubleshooting

If requests fail, run zero doctor check-connector --env-name HUBSPOT_TOKEN or zero doctor check-connector --url https://api.hubapi.com/crm/v3/objects/contacts --method GET

CRM Objects (Unified Pattern)

All CRM objects follow the same CRUD pattern at /crm/v3/objects/{objectType}. The {objectType} can be: contacts, companies, deals, tickets, products, line_items, quotes, tasks, notes, emails, meetings, calls.

Important: Always specify properties query param to control which fields are returned. Without it, only default properties are included.

List Objects

curl -s "https://api.hubapi.com/crm/v3/objects/contacts?limit=10&properties=firstname,lastname,email" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Params: limit (max 100), after (pagination cursor from paging.next.after), properties (comma-separated), propertiesWithHistory, associations.

Get Object by ID

curl -s "https://api.hubapi.com/crm/v3/objects/contacts/<contact-id>?properties=firstname,lastname,email,phone,company" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Create Object

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"properties\": {\"firstname\": \"Jane\", \"lastname\": \"Doe\", \"email\": \"jane@example.com\", \"phone\": \"+1-555-0100\", \"company\": \"Acme Corp\"}}"

Update Object

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/contacts/<contact-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"properties\": {\"phone\": \"+1-555-0200\", \"company\": \"New Corp\"}}"

Delete Object

curl -s -X DELETE "https://api.hubapi.com/crm/v3/objects/contacts/<contact-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Moves to recycling bin. Can be restored within 90 days.

Search Objects

Search supports complex filter groups with AND/OR logic.

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"filterGroups\": [{\"filters\": [{\"propertyName\": \"email\", \"operator\": \"CONTAINS_TOKEN\", \"value\": \"example.com\"}]}], \"properties\": [\"firstname\", \"lastname\", \"email\"], \"limit\": 10}"

Search operators: EQ, NEQ, LT, LTE, GT, GTE, CONTAINS_TOKEN, NOT_CONTAINS_TOKEN, HAS_PROPERTY, NOT_HAS_PROPERTY, BETWEEN.

Batch Read

Read multiple objects by ID in a single request.

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/batch/read" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"inputs\": [{\"id\": \"<id-1>\"}, {\"id\": \"<id-2>\"}], \"properties\": [\"firstname\", \"lastname\", \"email\"]}"

Batch Create

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/batch/create" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"inputs\": [{\"properties\": {\"firstname\": \"Alice\", \"email\": \"alice@example.com\"}}, {\"properties\": {\"firstname\": \"Bob\", \"email\": \"bob@example.com\"}}]}"

Batch Update

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/batch/update" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"inputs\": [{\"id\": \"<id-1>\", \"properties\": {\"phone\": \"+1-555-0001\"}}, {\"id\": \"<id-2>\", \"properties\": {\"phone\": \"+1-555-0002\"}}]}"

Merge Objects

Merge two records of the same type. The primary record survives.

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/merge" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"primaryObjectId\": \"<primary-id>\", \"objectIdToMerge\": \"<duplicate-id>\"}"

Common CRM Object Examples

The pattern above works for all object types. Here are property examples for the most common ones:

Create Company

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/companies" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"properties\": {\"name\": \"Acme Corp\", \"domain\": \"acme.com\", \"industry\": \"Technology\"}}"

Create Deal

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/deals" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"properties\": {\"dealname\": \"Enterprise License\", \"amount\": \"50000\", \"dealstage\": \"appointmentscheduled\", \"pipeline\": \"default\", \"closedate\": \"2026-06-30T00:00:00.000Z\"}}"

Create Ticket

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/tickets" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"properties\": {\"subject\": \"Login issue\", \"content\": \"User cannot log in after password reset\", \"hs_pipeline\": \"0\", \"hs_pipeline_stage\": \"1\"}}"

Create Task

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/tasks" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"properties\": {\"hs_task_subject\": \"Follow up with client\", \"hs_task_body\": \"Discuss renewal terms\", \"hs_task_status\": \"NOT_STARTED\", \"hs_task_priority\": \"HIGH\", \"hs_timestamp\": \"2026-04-15T09:00:00.000Z\"}}"

Create Note

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/notes" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"properties\": {\"hs_note_body\": \"Had a productive call. Client interested in annual plan.\", \"hs_timestamp\": \"2026-04-08T14:00:00.000Z\"}}"

Associations (v4)

Associations link CRM objects together (e.g., contact → company, deal → contact).

Create Association (Default Type)

curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/contacts/<contact-id>/associations/default/companies/<company-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Create Association (Labeled)

curl -s -X PUT "https://api.hubapi.com/crm/v4/objects/contacts/<contact-id>/associations/companies/<company-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "[{\"associationCategory\": \"HUBSPOT_DEFINED\", \"associationTypeId\": 1}]"

Common association type IDs: 1 (contact→company), 3 (deal→contact), 5 (deal→company), 27 (ticket→contact), 339 (ticket→company).

List Associations

curl -s "https://api.hubapi.com/crm/v4/objects/contacts/<contact-id>/associations/companies" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Remove Association

curl -s -X DELETE "https://api.hubapi.com/crm/v4/objects/contacts/<contact-id>/associations/companies/<company-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Batch Read Associations

curl -s -X POST "https://api.hubapi.com/crm/v4/associations/contacts/companies/batch/read" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"inputs\": [{\"id\": \"<contact-id-1>\"}, {\"id\": \"<contact-id-2>\"}]}"

Pipelines

Pipelines define workflow stages for deals and tickets.

List Pipelines

curl -s "https://api.hubapi.com/crm/v3/pipelines/deals" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Replace deals with tickets or other object types that support pipelines.

Get Pipeline Stages

curl -s "https://api.hubapi.com/crm/v3/pipelines/deals/<pipeline-id>/stages" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Create Pipeline

curl -s -X POST "https://api.hubapi.com/crm/v3/pipelines/deals" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"label\": \"Enterprise Sales\", \"displayOrder\": 1, \"stages\": [{\"label\": \"Qualified\", \"displayOrder\": 0, \"metadata\": {\"probability\": \"0.2\"}}, {\"label\": \"Proposal\", \"displayOrder\": 1, \"metadata\": {\"probability\": \"0.6\"}}]}"

Update Pipeline

curl -s -X PATCH "https://api.hubapi.com/crm/v3/pipelines/deals/<pipeline-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"label\": \"Enterprise Sales v2\"}"

Create Stage

curl -s -X POST "https://api.hubapi.com/crm/v3/pipelines/deals/<pipeline-id>/stages" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"label\": \"Negotiation\", \"displayOrder\": 2, \"metadata\": {\"probability\": \"0.8\"}}"

Properties

Properties are the fields/columns on CRM objects. Each object type has its own set.

List Properties

curl -s "https://api.hubapi.com/crm/v3/properties/contacts" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get Property

curl -s "https://api.hubapi.com/crm/v3/properties/contacts/<property-name>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Create Property

curl -s -X POST "https://api.hubapi.com/crm/v3/properties/contacts" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"name\": \"favorite_color\", \"label\": \"Favorite Color\", \"type\": \"string\", \"fieldType\": \"text\", \"groupName\": \"contactinformation\"}"

Property types: string, number, date, datetime, enumeration, bool. Field types: text, textarea, number, date, select, radio, checkbox, booleancheckbox.

Update Property

curl -s -X PATCH "https://api.hubapi.com/crm/v3/properties/contacts/<property-name>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"label\": \"Preferred Color\"}"

Lists

Static and dynamic contact lists.

List All Lists

curl -s "https://api.hubapi.com/crm/lists/v3" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get List by ID

curl -s "https://api.hubapi.com/crm/lists/v3/<list-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get List Memberships

curl -s "https://api.hubapi.com/crm/lists/v3/<list-id>/memberships" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Create List

curl -s -X POST "https://api.hubapi.com/crm/lists/v3" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"name\": \"VIP Customers\", \"objectTypeId\": \"0-1\", \"processingType\": \"MANUAL\"}"

objectTypeId: 0-1 (contacts), 0-2 (companies). processingType: MANUAL (static) or DYNAMIC (filter-based).

Add Members to List

curl -s -X PUT "https://api.hubapi.com/crm/lists/v3/<list-id>/memberships/add" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "[\"<record-id-1>\", \"<record-id-2>\"]"

Remove Members from List

curl -s -X PUT "https://api.hubapi.com/crm/lists/v3/<list-id>/memberships/remove" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "[\"<record-id-1>\", \"<record-id-2>\"]"

Search Lists

curl -s -X POST "https://api.hubapi.com/crm/lists/v3/search" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"query\": \"VIP\", \"count\": 10}"

Files

Search Files

curl -s "https://api.hubapi.com/files/v3/files/search?query=receipt" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get File by ID

curl -s "https://api.hubapi.com/files/v3/files/<file-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get Signed Download URL

curl -s "https://api.hubapi.com/files/v3/files/<file-id>/signed-url" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Upload File

curl -s -X POST "https://api.hubapi.com/files/v3/files" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  -F "file=@document.pdf" \
  -F "options={\"access\": \"PRIVATE\", \"overwrite\": false};type=application/json" \
  -F "folderId=<folder-id>"

access: PUBLIC_INDEXABLE, PUBLIC_NOT_INDEXABLE, PRIVATE.

Update File

curl -s -X PATCH "https://api.hubapi.com/files/v3/files/<file-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"name\": \"new-name.pdf\", \"parentFolderId\": \"<folder-id>\"}"

Delete File

curl -s -X DELETE "https://api.hubapi.com/files/v3/files/<file-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Create Folder

curl -s -X POST "https://api.hubapi.com/files/v3/folders" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"name\": \"Receipts\", \"parentFolderId\": \"<parent-folder-id>\"}"

Marketing Emails

List Emails

curl -s "https://api.hubapi.com/marketing/v3/emails" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get Email by ID

curl -s "https://api.hubapi.com/marketing/v3/emails/<email-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Create Email

curl -s -X POST "https://api.hubapi.com/marketing/v3/emails" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"name\": \"March Newsletter\", \"subject\": \"Our March Update\"}"

Send Transactional Email

curl -s -X POST "https://api.hubapi.com/marketing/v3/transactional/single-email/send" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"emailId\": \"<template-id>\", \"message\": {\"to\": \"recipient@example.com\", \"from\": \"sender@example.com\", \"sendId\": \"unique-send-id\"}, \"contactProperties\": {\"firstname\": \"Jane\"}}"

Forms

List Forms

curl -s "https://api.hubapi.com/marketing/v3/forms" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get Form by ID

curl -s "https://api.hubapi.com/marketing/v3/forms/<form-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Conversations

List Threads

curl -s "https://api.hubapi.com/conversations/v3/conversations/threads" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get Thread

curl -s "https://api.hubapi.com/conversations/v3/conversations/threads/<thread-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

List Messages in Thread

curl -s "https://api.hubapi.com/conversations/v3/conversations/threads/<thread-id>/messages" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Send Message to Thread

curl -s -X POST "https://api.hubapi.com/conversations/v3/conversations/threads/<thread-id>/messages" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN" \
  --header "Content-Type: application/json" \
  -d "{\"type\": \"MESSAGE\", \"text\": \"Thanks for reaching out! Let me look into this.\", \"senderActorId\": \"A-<user-id>\"}"

List Inboxes

curl -s "https://api.hubapi.com/conversations/v3/conversations/inboxes" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Settings & Users

Get Account Info

curl -s "https://api.hubapi.com/account-info/v3/details" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

List Users

curl -s "https://api.hubapi.com/settings/v3/users/roles" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get User by ID

curl -s "https://api.hubapi.com/settings/v3/users/<user-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

List Teams

curl -s "https://api.hubapi.com/settings/v3/users/teams" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Owners

Owners are users who can be assigned to CRM records.

List Owners

curl -s "https://api.hubapi.com/crm/v3/owners" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Get Owner by ID

curl -s "https://api.hubapi.com/crm/v3/owners/<owner-id>" \
  --header "Authorization: Bearer $HUBSPOT_TOKEN"

Guidelines

  1. Unified CRM pattern: All CRM objects use the same endpoints at /crm/v3/objects/{objectType}. Learn it once, use it for contacts, companies, deals, tickets, products, line_items, quotes, tasks, notes, emails, meetings, calls.
  2. Properties are required: Always specify properties query param. Without it, only a handful of default fields are returned.
  3. Search limits: Search returns max 10,000 results. For larger datasets, use after pagination or narrow your filters.
  4. Search operators: EQ, NEQ, LT, LTE, GT, GTE, BETWEEN, CONTAINS_TOKEN, NOT_CONTAINS_TOKEN, HAS_PROPERTY, NOT_HAS_PROPERTY.
  5. Pagination: Use after cursor from response paging.next.after. Max limit is 100 per page.
  6. Rate limits: 100 requests per 10 seconds for private apps. Batch endpoints count as one request but have their own limits (100 inputs per batch).
  7. Associations v4: Use /crm/v4/ for associations (not v3). Default associations use PUT with /default/ in the path. Labeled associations use PUT with a body specifying associationTypeId.
  8. Pipeline stages: Always call GET /crm/v3/pipelines/{objectType} first to discover valid pipeline IDs and stage IDs before creating deals or tickets.
  9. Account codes and IDs: Pipeline IDs, stage IDs, owner IDs, and property names are all account-specific. Always discover them via API first.
  10. Deleting: DELETE moves objects to recycling bin (90-day retention). No permanent delete via API.
  11. Date format: Use ISO-8601 with timezone: 2026-03-05T09:00:00.000Z. Date properties use midnight UTC.

How to Look Up More API Details

HubSpot docs are well-structured. Key pages:

  • CRM Objects: https://developers.hubspot.com/docs/api/crm/contacts (replace contacts with any object type)
  • Search: https://developers.hubspot.com/docs/api/crm/search
  • Associations v4: https://developers.hubspot.com/docs/api/crm/associations
  • Pipelines: https://developers.hubspot.com/docs/api/crm/pipelines
  • Properties: https://developers.hubspot.com/docs/api/crm/properties
  • Lists: https://developers.hubspot.com/docs/api/crm/lists
  • Files: https://developers.hubspot.com/docs/api/files/files
  • Marketing Emails: https://developers.hubspot.com/docs/api/marketing/marketing-email
  • Transactional Email: https://developers.hubspot.com/docs/api/marketing-api/transactional-emails
  • Forms: https://developers.hubspot.com/docs/api/marketing/forms
  • Conversations: https://developers.hubspot.com/docs/api/conversations/conversations
  • Owners: https://developers.hubspot.com/docs/api/crm/owners