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HubSpot

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This page covers the current supported HubSpot Agent Tool integration, which connects BotDojo to HubSpot with a Private App access token.

Connect HubSpot to BotDojo so your agents can read and update CRM records directly from HubSpot.

What This Integration Supports​

The current HubSpot Agent Tool integration exposes HubSpot actions for:

  • Contacts — create, update, get, delete, list, search, and fetch recently updated contacts
  • Companies — create, update, get, delete, list, search by domain, and fetch recently updated companies
  • Deals — create, update, get, delete, list, search, and fetch recently updated deals
  • Tickets — create, update, get, delete, and list tickets
  • Lists — add or remove a contact from a HubSpot list
  • Engagements — create, get, delete, and list engagements

Before You Start​

You will need:

  • A HubSpot account
  • Permission in HubSpot to create and manage a Private App
  • Access to BotDojo’s Integrations page
warning

BotDojo currently validates the HubSpot connection by calling the Contacts API. Your Private App token needs contact read access or the Connect step will fail, even if you mainly want to use company, deal, or ticket actions.

Connect HubSpot In BotDojo​

  1. In HubSpot, create a Private App.
  2. Add the scopes your BotDojo agent needs.
  3. Copy the Private App access token.
  4. In BotDojo, open Integrations.
  5. In Agent Tools, find HubSpot and click Connect.
  6. Paste the token into the Access Token field.
  7. Click Connect.

Minimum recommendation:

  • Contacts read — required for BotDojo’s connection test
  • Contacts write — if your agent will create or update contacts
  • Companies read/write — if your agent will work with companies
  • Deals read/write — if your agent will work with deals
  • Tickets read/write — if your agent will work with tickets

If you plan to use list membership or engagement actions, add the corresponding HubSpot scopes for those APIs as well.

Use HubSpot In A Flow​

  1. Open a flow in the Flow Builder.
  2. Add a tool from Integration Tools.
  3. Select the HubSpot action you want, such as Search Contacts, Create Deal, or Get Ticket.
  4. Configure fixed inputs if needed, or let the agent populate inputs dynamically.
  5. Run the flow and verify the HubSpot action succeeds.

Troubleshooting​

Connect fails immediately​

Most likely causes:

  • the token is invalid or expired
  • the Private App is missing Contacts read scope
  • the user who created the Private App no longer has the required HubSpot permissions

The connection succeeds, but specific actions fail later​

That usually means the token is missing the specific scopes needed for the action you chose.

References​