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HubSpot CRM Automation

Build HubSpot automation workflows with AI agents in Sim.

HubSpot is a Sim integration in the Sales category. Sim is the AI workspace where teams build and deploy AI agents. Sim's HubSpot integration provides 50 tools and 1 trigger that AI agents can use inside Sim's visual workflow builder. HubSpot connects with one-click OAuth. Free to start at sim.ai.

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What Sim agents can do with HubSpot

Integrate HubSpot into your workflow and run HubSpot automation inside Sim. Create, update, and manage CRM records, or trigger agents and workflows from HubSpot events. This HubSpot integration helps teams automate follow-ups, sync CRM data, and build faster HubSpot automation workflows from one AI workspace.

Category
Sales
Authentication
OAuth
Tools
50
Triggers
1
Documentation
HubSpot docs

How to automate HubSpot with Sim

  1. Create a free account

    Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.

  2. Add a HubSpot block

    Open your workspace, drag a HubSpot block onto the workflow builder, and connect your account with one-click OAuth.

  3. Configure, connect, and run

    Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your HubSpot automation is live.

HubSpot triggers

Connect a HubSpot webhook to Sim and trigger workflows the moment CRM activity happens. Run agents when records are created or updated, then automate routing, enrichment, follow-ups, and downstream actions without manual work.

HubSpot CRM Trigger

Triggers when HubSpot CRM records (contacts, companies, deals, tickets, custom objects) are created or updated, or when contacts join a list

Agent templates

Ready-to-use templates featuring HubSpot. Click any to build it instantly.

HubSpot tools

50 HubSpot tools available to Sim agents.

Get Contacts

Retrieve all contacts from HubSpot account with pagination support

Create Contact

Create a new contact in HubSpot. Requires at least one of: email, firstname, or lastname

Update Contact

Update an existing contact in HubSpot by ID or email

Search Contacts

Search for contacts in HubSpot using filters, sorting, and queries

Delete Contact

Archive a contact in HubSpot by ID (moves it to the recycling bin)

Get Companies

Retrieve all companies from HubSpot account with pagination support

Create Company

Create a new company in HubSpot

Update Company

Update an existing company in HubSpot by ID or domain

Search Companies

Search for companies in HubSpot using filters, sorting, and queries

Delete Company

Archive a company in HubSpot by ID (moves it to the recycling bin)

Get Deals

Retrieve all deals from HubSpot account with pagination support

Create Deal

Create a new deal in HubSpot with the given properties (e.g., dealname, amount, dealstage)

Update Deal

Update an existing deal in HubSpot by ID

Search Deals

Search for deals in HubSpot using filters, sorting, and queries

Delete Deal

Archive a deal in HubSpot by ID (moves it to the recycling bin)

Get Tickets

Retrieve all tickets from HubSpot account with pagination support

Create Ticket

Create a new ticket in HubSpot. Requires subject and hs_pipeline_stage properties

Update Ticket

Update an existing ticket in HubSpot by ID

Search Tickets

Search for tickets in HubSpot using filters, sorting, and queries

Delete Ticket

Archive a ticket in HubSpot by ID (moves it to the recycling bin)

Get Notes

Retrieve all notes from HubSpot account with pagination support

Create Note

Log a note in HubSpot and optionally associate it with contacts, companies, or deals. Requires hs_timestamp and hs_note_body properties

Search Notes

Search for notes in HubSpot using filters, sorting, and queries

Get Emails

Retrieve all email engagements from HubSpot account with pagination support

Create Email

Log an email engagement in HubSpot and optionally associate it with contacts. Requires the hs_timestamp property

Search Emails

Search for email engagements in HubSpot using filters, sorting, and queries

Get Properties

Read property definitions and their enumeration (picklist) options for a HubSpot object type, e.g. the values for lifecyclestage or hs_lead_status on contacts

List Associations

List records of one object type associated with a given record, e.g. all emails or notes logged on a contact

Create Association

Associate two HubSpot records. Creates the default (unlabeled) association unless an association type ID is provided

Delete Association

Remove all associations between two HubSpot records

Get Association Labels

Retrieve the association types (category, typeId, label) defined between two HubSpot object types

Get Line Items

Retrieve all line items from HubSpot account with pagination support

Create Line Item

Create a new line item in HubSpot. Requires at least a name property

Update Line Item

Update an existing line item in HubSpot by ID

Search Line Items

Search for line items in HubSpot using filters, sorting, and queries

Delete Line Item

Archive a line item in HubSpot by ID (moves it to the recycling bin)

Get Quotes

Retrieve all quotes from HubSpot account with pagination support

Search Quotes

Search for quotes in HubSpot using filters, sorting, and queries

Get Appointments

Retrieve all appointments from HubSpot account with pagination support

Create Appointment

Create a new appointment in HubSpot

Update Appointment

Update an existing appointment in HubSpot by ID

Get Carts

Retrieve all carts from HubSpot account with pagination support

List Owners

Retrieve all owners from HubSpot account with pagination support

Get Marketing Events

Retrieve all marketing events from HubSpot account with pagination support

Get Lists

Search and retrieve lists from HubSpot account

Create List

Create a new list in HubSpot. Specify the object type and processing type (MANUAL or DYNAMIC)

Get List Members

Retrieve the record IDs that are members of a HubSpot list, ordered by record ID

Add List Members

Add records to a manual (static) HubSpot list by record ID

Remove List Members

Remove records from a manual (static) HubSpot list by record ID

Get Users

Retrieve all users from HubSpot account

Frequently asked questions

Sim's HubSpot integration adds 50 tools and 1 trigger to the AI agents you build in Sim's visual workflow builder. Interact with HubSpot CRM or trigger workflows from HubSpot events.

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