HubSpot
Marketing, sales and service software on one customer platform, built around a shared CRM.
Updated Sep 26, 2026
Overview
HubSpot's marketing, sales and service tools share one CRM of contacts, companies, deals and activities. Its hosted MCP server reads and writes CRM records with the signed-in user's permissions. The REST API takes a service key (in public beta) or an app's static access token as a Bearer token, and its current paths carry a dated version such as 2026-09.
Workflows
Workflows that use HubSpot's tools.
TContributed by thedogwiththedataonitFollow up on downloads with the section they needFinds recent downloads of your asset in HubSpot, queues each person the section that fits their role with Brew, and logs it in Notion.
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B+1- TContributed by thedogwiththedataonitReach new executives in their first 90 days
Finds leaders who recently started at your target accounts, drafts a short no-pitch note for each, and logs them in HubSpot.
AH - TContributed by thedogwiththedataonitAlert sales when a company keeps viewing your pricing page
Counts pricing-page views by company in PostHog, sizes each company with Apollo, and posts it to Slack with its HubSpot owner.
PAH+1 - TContributed by thedogwiththedataonitEmail webinar no-shows, attendees and engaged viewers
Sorts a Zoom webinar's registrants into no-shows, attendees and engaged viewers, tags them in HubSpot, and emails each group.
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SContributed by Shahzaib0217Log sales meetings and next steps in the CRMReads sales meetings since the last run in Bridge, updates each buyer in HubSpot, and logs a note with needs, next steps and owners.
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SContributed by shipgtmAnswer a GTM question from Notion, Slack and HubSpotSearches your docs, past conversations and CRM for the answer, drafts a cited response with Claude, and posts it back in Slack.
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SH+1- SContributed by shipgtmResolve a personal email into its likely company
Researches the person behind a personal email with Exa, enriches the company with Harmonic, and logs the result in HubSpot.
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HH - TContributed by thedogwiththedataonitHand buyers who ask in your website chat to sales
Reads recent Intercom conversations, spots buying questions with Jev, and logs each buyer in HubSpot with a note and a Slack alert.
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TA+2 - TContributed by thedogwiththedataonitScore and route every new demo request
Reads new Typeform demo requests, enriches them with Apollo, scores fit and picks a route with Jev, and logs them in HubSpot.
TAT+3 - TContributed by thedogwiththedataonitSort contacts into buyer personas from their job titles
Finds HubSpot contacts with no persona, maps each job title to a persona and seniority with Jev, and adds them to a list per persona.
HT - TContributed by thedogwiththedataonitFlag expansion asks in support tickets for account owners
Finds new Zendesk tickets that ask for seats, SSO, higher limits or another team with Jev, and notes each in HubSpot for its owner.
ZTH+1 - TContributed by thedogwiththedataonitFlag churn risk in new support tickets for customer success
Reads new Zendesk tickets, scores churn risk and urgency with Jev, tags and prioritizes the risky ones, and alerts each owner in Slack.
ZTH+1 - TContributed by thedogwiththedataonitAlert sales when an ideal-fit company browses your site
Resolves anonymous PostHog visitors to companies with People Data Labs, judges fit and buying stage with Jev, and alerts sales in Slack.
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PT+2 - TContributed by thedogwiththedataonitBrief the rep the moment a meeting is booked
Looks up each new Calendly booking with Apollo, logs the person in HubSpot with a brief, and posts the brief to Slack for the rep.
CAH+1 - TContributed by thedogwiththedataonitFollow up on low NPS scores while they are fresh
Pulls low scores from your Typeform NPS survey, posts each with its comment and HubSpot owner to Slack, and drafts a reply.
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Tools
What agents can reach at HubSpot.
- Add records to a segment
Adds contacts or other records, by ID, to a static segment (list).
- Create a note
Logs a note on the timeline of the contacts, companies or deals it is associated with.
- Search CRM records
Returns contacts, companies, deals or other CRM records that match property filters or a text query.
- Create or update contacts
Creates contacts or updates the ones that already exist with new property values.