HubSpot Connector

Connecting HubSpot with Siesta AI

1. In Connectors, select Add Connection and choose HubSpot.

2. Enter the Private App token (API key) and set it to Shared or Private.

3. In HubSpot, open Settings -> Integrations -> Private Apps and create a new app.

4. Fill in the basic information for the app.

5. Set the necessary scopes for CRM objects.

6. In the Auth tab, copy the Access token and use it in Siesta AI.

Overview

This connector provides a standardized interface for working with HubSpot CRM. It allows for the creation and reading of basic CRM entities: Companies, Contacts, Deals, and Pipelines.

The integration is designed to be stateless, deterministic, and fail-fast, suitable for:

• CRM automation
• Lead synchronization
• Sales and revenue pipeline orchestration
• Auditable enterprise workflows

Authentication and Security

• The connector communicates exclusively through the official HubSpot API.
• Authentication is handled at the HubSpot account level (OAuth / Private App token).
• No sensitive data is logged or cached.
• All operations run with permissions assigned in HubSpot.

Access rights (scopes) directly affect the availability of operations. Incorrect scopes result in failure.

Supported Entities

• Company
• Contact
• Deal
• Pipeline

Each operation works with internal HubSpot IDs, not names.

1. Company Operations

1.1 CreateCompany

Description
Creates a new company in HubSpot CRM.

Input Parameters

Parameter	Type	Required	Description
name	String	Yes	The name of the company.
domain	String	Yes	The company's domain (must be unique).

Behavior

• If the domain already exists, the operation fails.
• Does not perform fuzzy matching or domain normalization.

Typical Use Cases

• Onboarding new customers
• Synchronizing companies from external systems

2. Contact Operations

2.1 CreateContact

Description
Creates a new contact in HubSpot CRM.

Input Parameters

Parameter	Type	Required	Description
email	String	Yes	The contact's email (must be unique).
firstName	String	Yes	First name.
lastName	String	Yes	Last name.

Behavior

• Email serves as a unique identifier.
• Duplicate email = hard error.

2.2 GetContactByEmail

Description
Returns a contact based on the email address.

Input Parameters

Parameter	Type	Required
email	String	Yes

2.3 GetContactById

Description
Returns a contact by its unique HubSpot ID.

Input Parameters

Parameter	Type	Required
contactId	Int64	Yes

2.4 GetAllContacts

Description
Returns a list of contacts in HubSpot CRM.

Input Parameters

Parameter	Type	Required	Description
limit	Int	No	Maximum number of records returned.

3. Deal Operations

3.1 CreateDeal

Description
Creates a new deal and assigns it to a specific contact.

Input Parameters

Parameter	Type	Required	Description
dealName	String	Yes	The name of the deal.
contactId	String	Yes	Existing Contact ID.
pipelineId	Int64	Yes	Pipeline ID (not name).
stageId	Int64	Yes	Stage ID (not name).
amount	Int	No	The value of the deal.

Behavior

• Both pipeline and stage must exist.
• Does not perform automatic mapping of names to IDs.
• Incorrect relationship = fail.

3.2 GetDealById

Description
Returns deal details by ID.

Input Parameters

Parameter	Type	Required
dealId	Int64	Yes

3.3 GetAllDeals

Description
Returns a list of deals.

Input Parameters

Parameter	Type	Required
limit	Int	No

4. Pipeline Operations

4.1 ListAllPipelines

Description
Returns all pipelines including their stages and corresponding IDs.

Input Parameters
None.

Note This step is mandatory if you do not want to create deals blindly.

5. Search Operations

5.1 SearchCompanies

Description
Searches for companies by name.

Input Parameters

Parameter	Type	Required	Description
name	String	No	The name of the company (without domain).

Restrictions

• Do not use domains, URLs, or emails.
• The search is textual, without fuzzy matching.