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Overview

Phinite’s HubSpot CRM predefined tool lets workspace assistants call HubSpot CRM APIs through DevStudio after you save a connection under Integrations → Predefined tools. Create, read, update, delete, and search HubSpot CRM records (contacts, companies, deals, tickets) and retrieve object properties.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • Access Token access_token (required)

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Setup steps

  1. HubSpot → Settings → Integrations → Private Apps → Create app with CRM scopes → copy access token (pat-…).
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select HubSpot CRM
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose HubSpotCRMTool (or search for HubSpot CRM)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 10 subtools for HubSpot CRM:
  • Create Record: Create a single CRM record in HubSpot. Supported object types include contacts, companies, deals, tickets, etc.
  • Get Record: Retrieve a single CRM record by its ID from HubSpot.
  • Update Record: Update a single CRM record in HubSpot by its ID.
  • Delete Record: Delete (archive) a single CRM record in HubSpot by its ID. Can be restored within 90 days.
  • List Records: List CRM records of a given object type from HubSpot with optional pagination.
  • Search Records: Search CRM records in HubSpot using filters, sorting, and query text. Supports filterGroups with AND/OR logic and various operators.
  • Batch Create Records: Create multiple CRM records in a single batch request (max 100). Each input should have a properties dict.
  • Batch Update Records: Update multiple CRM records in a single batch request (max 100). Each input should have an id and a properties dict.
  • Batch Delete Records: Delete (archive) multiple CRM records in a single batch request (max 100).
  • Get Properties: List all properties defined for a CRM object type in HubSpot. Useful for discovering available fields before creating or searching records.

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Documentation & resources

  • Official documentation: https://developers.hubspot.com/docs/api/overview
  • Phinite documentation: Hubspot Crm

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials