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HubSpot connects over OAuth, so there’s no token to create - you choose a HubSpot account and authorize, and arg.ai acts with that portal’s access.

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What you can do

Actions
  • Reading the CRM: search CRM records and get a CRM record for companies, deals, tickets, and contacts; list the records associated with one record (the deals on a contact, the contacts on a company); list owners and users; list record properties.
  • Emails, line items and quotes: list the emails logged on a record; list a deal’s line items and quotes.
  • Lists: search lists, list a list’s members, and add or remove members of a manual or snapshot list.
  • Inbox: list conversation threads (optionally one contact’s) and read a thread’s messages.
  • Writing the CRM: create and update companies, deals, tickets, and contacts - optionally associating a new record with existing ones; associate two existing records; add a note to one or more records’ timelines; create a follow-up task.
  • Contacts: search contacts, get contact, create contact, update contact.
Triggers - start an automation when a contact is created or updated.

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Access it requests

Authorizing grants read and write access to contacts, companies, deals, and tickets on the HubSpot portal you connect, read and write access to list membership, and read access to portal users and the owners records are assigned to, the content of emails logged against records, deal line items and quotes, inbox conversations, and the field definitions on contacts, companies, and deals. HubSpot authorizes notes and tasks with the contact permission, so they need nothing extra. Every permission is available on all HubSpot tiers, including free, so the connection does not depend on which HubSpot subscription your portal has.
A HubSpot connection made before the CRM read or write permissions were added is marked Grant access in Settings → Integrations. Choose it to re-authorize the same connection in place - the connection id survives, so automations that use it keep working. Until you do, the actions it was already granted keep running and the newer ones report missing access.

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Connect

1

Open Integrations

In arg.ai, go to Settings → Integrations.
2

Connect HubSpot

Find HubSpot and click Connect. A HubSpot consent screen opens.
3

Choose a portal and authorize

Pick the HubSpot account or portal to link and approve. You’re returned to arg.ai with HubSpot connected.

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Use it

  • In chat: “Find the open deals owned by Sam at Acme in HubSpot, then summarize the tickets on that company.”
  • In chat: “Create a HubSpot contact for [email protected] named Jane Doe, then find any existing contacts at acme.com.”
  • In chat: “What’s on the Acme renewal quote, and what did they last email us about it?”
  • In chat: “Move the Acme renewal deal to Closed Won, then add a note to it summarizing today’s call.”
  • In an automation: start a flow from the Contact trigger to react to new contacts, or add a HubSpot action node to create a deal, update a ticket, or log a task.
HubSpot filters name a property by its internal name (dealstage), not its label (“Deal Stage”). Ask the agent to list record properties first and it will pick the right names - and, for a dropdown property, the values it accepts.