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HubSpot provides AI agent tools for CRM data retrieval and customer information lookup. Reference these tools in using @ mentions to enable automated customer account lookups and deal tracking.

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Available tools

Search contacts

Searches for contacts in HubSpot by email address, name, or other criteria. Returns contact details including email, name, company, and associated properties.Tool name: @Search contacts with HubSpotCommon use cases:
  • Look up customer information by email
  • Verify contact existence before creating tickets
  • Retrieve customer details for support requests
  • Find contact IDs for other operations
Example rule:

HubSpot contact lookup rule

Searches for companies in HubSpot by domain, name, or other criteria. Returns company details including name, domain, industry, and associated properties.Tool name: @Search companies with HubSpotCommon use cases:
  • Look up company information
  • Verify company existence
  • Retrieve company details for account management
  • Find company IDs for deal lookups
Example rule:

HubSpot company lookup rule

Searches for deals in HubSpot by deal name, stage, or other criteria. Returns deal details including amount, stage, close date, and associated contacts.Tool name: @Search deals with HubSpotCommon use cases:
  • Look up deal status
  • Track sales pipeline
  • Retrieve deal details for account reviews
  • Find deals by customer or stage
Example rule:

HubSpot deal search rule

Retrieves a list of deals from HubSpot with optional filtering by stage, owner, or date. Returns paginated deal information for analysis and reporting.Tool name: @List deals with HubSpotCommon use cases:
  • Review active deals pipeline
  • Generate deal reports
  • Track deals by owner or stage
  • Monitor sales activity
Example rule:

HubSpot pipeline overview rule

Retrieves detailed information about a specific deal by ID. Returns complete deal properties, associated contacts, companies, and timeline.Tool name: @Get deal with HubSpotCommon use cases:
  • Get complete deal details
  • Review deal history
  • Check deal associations
  • Analyze deal properties
Example rule:

HubSpot deal details rule

Retrieves the list of HubSpot users who can own contacts, companies, or deals. Returns owner names and IDs for assignment and filtering operations.Tool name: @List owners with HubSpotCommon use cases:
  • Find owner information for deal assignment
  • Reference owners in queries
  • Build owner-specific reports
  • Validate owner assignments

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Setup

1

Install HubSpot integration

Follow the HubSpot setup guide to connect your HubSpot account to Ravenna.
2

Configure agent

Navigate to your agent’s settings and ensure HubSpot tools appear in the Tools section under Capabilities.
3

Create rules

Write that reference HubSpot tools using @ mentions.
4

Test tools

Test your rules in a controlled environment to verify tools work as expected.

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Best practices

  • Combine contact, company, and deal searches for comprehensive customer lookups
  • Use search tools before attempting to get specific records by ID
  • Consider pagination when listing large numbers of deals
  • Provide context about what the user asked for when presenting results
  • Format CRM data clearly for easy comprehension
Learn more about configuring agents and writing effective rules