Hubspot Automation

# HubSpot CRM Automation via Rube MCP

Automate HubSpot CRM workflows including contact/company management, deal pipeline tracking, ticket search, and custom property creation through Composio's HubSpot toolkit.

Prerequisites

- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)

- Active HubSpot connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `hubspot`

- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas

Setup

**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds

2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `hubspot`

3. If connection is not ACTIVE, follow the returned auth link to complete HubSpot OAuth

4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Create and Manage Contacts

**When to use**: User wants to create new contacts or update existing ones in HubSpot CRM

**Tool sequence**:

1. `HUBSPOT_GET_ACCOUNT_INFO` - Verify connection and permissions (Prerequisite)

2. `HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA` - Search for existing contacts to avoid duplicates (Prerequisite)

3. `HUBSPOT_READ_A_CRM_PROPERTY_BY_NAME` - Check property metadata for constrained values (Optional)

4. `HUBSPOT_CREATE_CONTACT` - Create a single contact (Required)

5. `HUBSPOT_CREATE_CONTACTS` - Batch create contacts up to 100 (Alternative)

**Key parameters**:

- `HUBSPOT_CREATE_CONTACT`: `properties` object with `email`, `firstname`, `lastname`, `phone`, `company`

- `HUBSPOT_CREATE_CONTACTS`: `inputs` array of `{properties}` objects, max 100 per batch

- `HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA`: `filterGroups` array with `{filters: [{propertyName, operator, value}]}`, `properties` array of fields to return

**Pitfalls**:

- Max 100 records per batch; chunk larger imports

- 400 'Property values were not valid' if using incorrect property names or enum values

- Always search before creating to avoid duplicates

- Auth errors from GET_ACCOUNT_INFO mean all subsequent calls will fail

2. Manage Companies

**When to use**: User wants to create, search, or update company records

**Tool sequence**:

1. `HUBSPOT_SEARCH_COMPANIES` - Search existing companies (Prerequisite)

2. `HUBSPOT_CREATE_COMPANIES` - Batch create companies, max 100 (Required)

3. `HUBSPOT_UPDATE_COMPANIES` - Batch update existing companies (Alternative)

4. `HUBSPOT_GET_COMPANY` - Get single company details (Optional)

5. `HUBSPOT_BATCH_READ_COMPANIES_BY_PROPERTIES` - Bulk read companies by property values (Optional)

**Key parameters**:

- `HUBSPOT_CREATE_COMPANIES`: `inputs` array of `{properties}` objects, max 100

- `HUBSPOT_SEARCH_COMPANIES`: `filterGroups`, `properties`, `sorts`, `limit`, `after` (pagination cursor)

**Pitfalls**:

- Max 100 per batch; chunk larger sets

- Store returned IDs immediately for downstream operations

- Property values must match exact internal names, not display labels

3. Manage Deals and Pipeline

**When to use**: User wants to search deals, view pipeline stages, or track deal progress

**Tool sequence**:

1. `HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE` - Map pipeline and stage IDs/names (Prerequisite)

2. `HUBSPOT_SEARCH_DEALS` - Search deals with filters (Required)

3. `HUBSPOT_RETRIEVE_PIPELINE_STAGES` - Get stage details for one pipeline (Optional)

4. `HUBSPOT_RETRIEVE_OWNERS` - Get owner/rep details (Optional)

5. `HUBSPOT_GET_DEAL` - Get single deal details (Optional)

6. `HUBSPOT_LIST_DEALS` - List all deals without filters (Fallback)

**Key parameters**:

- `HUBSPOT_SEARCH_DEALS`: `filterGroups` with filters on `pipeline`, `dealstage`, `createdate`, `closedate`, `hubspot_owner_id`; `properties`, `sorts`, `limit`, `after`

- `HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE`: `objectType` set to `'deals'`

**Pitfalls**:

- Results nested under `response.data.results`; properties are often