49 actionsCRM

HubSpot Connector

CRM management and customer engagement from support tickets.

Manage contacts, companies, deals, tickets, tasks, notes, emails, calls, and meetings. Keva can look up customer records, create tickets, update deal stages, log activities, and merge duplicate contacts through the HubSpot API.

Total Actions

Capabilities

Contact managementDeal trackingTicket managementTask managementEmail loggingCall loggingMeeting trackingPipeline management

Real-world use cases

See how Keva handles actual support tickets using HubSpot actions.

Sales team needs customer context

Customer Message

“I have a call with Acme Corp in 30 minutes. Can you pull up their contact info, open deals, and recent support tickets?”

Search contacts — Searches for contacts associated with Acme Corp

Get company details — Retrieves the company record with all properties

List deals — Finds all open deals associated with the company

List tickets — Retrieves recent support tickets for context

Actions used

hubspot.search_contactshubspot.get_companyhubspot.list_dealshubspot.list_tickets

Complete customer dossier delivered before the call.

Create support ticket from email

Customer Message

“Customer john@acme.com emailed about a billing discrepancy. Can you create a HubSpot ticket and assign it to the billing team?”

Find contact — Searches for john@acme.com in contacts

Create ticket — Creates a new ticket with the billing issue details

Log note — Adds the email content as a note on the ticket

Actions used

hubspot.search_contactshubspot.create_tickethubspot.create_note

Ticket created, associated with contact, and assigned to billing pipeline.

Merge duplicate contacts

Customer Message

“We have two records for Sarah Chen — one with her old email and one with her new one. Can you merge them?”

Search contacts — Finds both contact records for Sarah Chen

Compare records — Reviews both records to identify the primary (newer) one

Merge contacts — Queues merge_contacts to combine into the primary record (requires approval)

Actions used

hubspot.search_contactshubspot.get_contacthubspot.merge_contacts

Contacts merged with all history preserved under the primary record.

All HubSpot Actions

Complete reference of 49 actions available through the HubSpot connector.

Showing 49 of 49 actions

Action	Description	Category	Risk	Rollback support
Billing Read (2)
`search_deals` Search Deals	Search deals by deal name using HubSpot CRM search API.	Billing Read	low	None
`list_deal_stages` List Deal Stages	List all stages within a specific deals pipeline.	Billing Read	low	None
Billing Write (1)
`update_deal_stage` Update Deal Stage	Move a deal to a different pipeline stage.	Billing Write	medium	Catalog claim
Contact Write (2)
`delete_contact` Delete Contact	Permanently delete a contact from HubSpot CRM. This action cannot be undone.	Contact Write	high	None
`merge_contacts` Merge Contacts	Merge two duplicate contacts. The primary contact is preserved and the secondary is merged into it. This action cannot be undone.	Contact Write	high	None
Content Create (5)
`create_contact` Create Contact	Create a new contact in HubSpot CRM.	Content Create	medium	Catalog claim
`create_company` Create Company	Create a new company in HubSpot CRM.	Content Create	medium	Catalog claim
`create_deal` Create Deal	Create a new deal in HubSpot CRM.	Content Create	medium	Catalog claim
`create_ticket` Create Ticket	Create a new ticket in HubSpot.	Content Create	medium	Catalog claim
`create_note` Create Note	Create a note and optionally associate it with a contact, company, deal, or ticket.	Content Create	low	None
Content Update (4)
`update_contact` Update Contact	Update properties on an existing contact.	Content Update	medium	Catalog claim
`update_company` Update Company	Update properties on an existing company.	Content Update	medium	Catalog claim
`update_deal` Update Deal	Update properties on an existing deal.	Content Update	medium	Catalog claim
`update_ticket` Update Ticket	Update properties on an existing ticket.	Content Update	medium	Catalog claim
Engagement Read (7)
`list_emails` List Emails	List email engagement records in HubSpot.	Engagement Read	low	None
`get_email` Get Email	Get details of a specific email engagement by ID.	Engagement Read	low	None
`search_emails` Search Emails	Search email engagements by subject or other properties.	Engagement Read	low	None
`list_calls` List Calls	List call engagement records in HubSpot.	Engagement Read	low	None
`get_call` Get Call	Get details of a specific call engagement by ID.	Engagement Read	low	None
`list_meetings` List Meetings	List meeting engagement records in HubSpot.	Engagement Read	low	None
`get_meeting` Get Meeting	Get details of a specific meeting engagement by ID.	Engagement Read	low	None
Engagement Write (2)
`create_email` Create Email	Log an email engagement in HubSpot CRM.	Engagement Write	medium	None
`create_call` Create Call	Log a call engagement record in HubSpot CRM.	Engagement Write	medium	None
Infrastructure Read (18)
`list_contacts` List Contacts	List contacts in HubSpot CRM, optionally filtered by properties.	Infrastructure Read	low	None
`get_contact` Get Contact	Get a specific contact by ID.	Infrastructure Read	low	None
`search_contacts` Search Contacts	Search contacts by email, name, or other properties.	Infrastructure Read	low	None
`list_companies` List Companies	List companies in HubSpot CRM.	Infrastructure Read	low	None
`get_company` Get Company	Get a specific company by ID.	Infrastructure Read	low	None
`list_deals` List Deals	List deals in HubSpot CRM.	Infrastructure Read	low	None
`get_deal` Get Deal	Get a specific deal by ID.	Infrastructure Read	low	None
`list_tickets` List Tickets	List tickets in HubSpot.	Infrastructure Read	low	None
`get_ticket` Get Ticket	Get a specific ticket by ID.	Infrastructure Read	low	None
`search_companies` Search Companies	Search companies by name using HubSpot CRM search API.	Infrastructure Read	low	None
`search_tickets` Search Tickets	Search tickets by subject using HubSpot CRM search API.	Infrastructure Read	low	None
`list_owners` List Owners	List all owners (users) in the HubSpot account.	Infrastructure Read	low	None
`list_pipelines` List Pipelines	List all pipelines for a given object type (deals or tickets).	Infrastructure Read	low	None
`list_properties` List Properties	List all properties (fields) for a given CRM object type.	Infrastructure Read	low	None
`list_associations` List Associations	List associations (relationships) between CRM objects.	Infrastructure Read	low	None
`list_tasks` List Tasks	List tasks in HubSpot with their subject, status, and priority.	Infrastructure Read	low	None
`get_account_info` Get Account Info	Get HubSpot account details including portal ID, account type, time zone, currency, and company info.	Infrastructure Read	low	None
`list_notes` List Notes	List recent notes/engagement entries in HubSpot CRM with body, timestamp, and owner.	Infrastructure Read	low	None
Infrastructure Write (3)
`create_task` Create Task	Create a new task in HubSpot CRM.	Infrastructure Write	medium	Catalog claim
`create_association` Create Association	Create an association (relationship) between two CRM objects.	Infrastructure Write	medium	Catalog claim
`delete_association` Delete Association	Remove an association (relationship) between two CRM objects.	Infrastructure Write	medium	None
Task Read (1)
`get_task` Get Task	Get details of a specific task by ID.	Task Read	low	None
Task Write (2)
`update_task` Update Task	Update properties on an existing task.	Task Write	medium	Catalog claim
`delete_task` Delete Task	Delete a task from HubSpot.	Task Write	medium	None
Ticket Read (1)
`list_ticket_stages` List Ticket Stages	List all stages within a specific tickets pipeline.	Ticket Read	low	None
Ticket Write (1)
`delete_ticket` Delete Ticket	Permanently delete a ticket from HubSpot. This action cannot be undone.	Ticket Write	high	None

Billing Read

search_dealslow

Search Deals

Search deals by deal name using HubSpot CRM search API.

Billing Read

list_deal_stageslow

List Deal Stages

List all stages within a specific deals pipeline.

Billing Read

Billing Write

update_deal_stagemedium

Update Deal Stage

Move a deal to a different pipeline stage.

Billing WriteCatalog claim

Contact Write

delete_contacthigh

Delete Contact

Permanently delete a contact from HubSpot CRM. This action cannot be undone.

Contact Write

merge_contactshigh

Merge Contacts

Merge two duplicate contacts. The primary contact is preserved and the secondary is merged into it. This action cannot be undone.

Contact Write

Content Create

create_contactmedium

Create Contact

Create a new contact in HubSpot CRM.

Content CreateCatalog claim

create_companymedium

Create Company

Create a new company in HubSpot CRM.

Content CreateCatalog claim

create_dealmedium

Create Deal

Create a new deal in HubSpot CRM.

Content CreateCatalog claim

create_ticketmedium

Create Ticket

Create a new ticket in HubSpot.

Content CreateCatalog claim

create_notelow

Create Note

Create a note and optionally associate it with a contact, company, deal, or ticket.

Content Create

Content Update

update_contactmedium

Update Contact

Update properties on an existing contact.

Content UpdateCatalog claim

update_companymedium

Update Company

Update properties on an existing company.

Content UpdateCatalog claim

update_dealmedium

Update Deal

Update properties on an existing deal.

Content UpdateCatalog claim

update_ticketmedium

Update Ticket

Update properties on an existing ticket.

Content UpdateCatalog claim

Engagement Read

list_emailslow

List Emails

List email engagement records in HubSpot.

Engagement Read

get_emaillow

Get Email

Get details of a specific email engagement by ID.

Engagement Read

search_emailslow

Search Emails

Search email engagements by subject or other properties.

Engagement Read

list_callslow

List Calls

List call engagement records in HubSpot.

Engagement Read

get_calllow

Get Call

Get details of a specific call engagement by ID.

Engagement Read

list_meetingslow

List Meetings

List meeting engagement records in HubSpot.

Engagement Read

get_meetinglow

Get Meeting

Get details of a specific meeting engagement by ID.

Engagement Read

Engagement Write

create_emailmedium

Create Email

Log an email engagement in HubSpot CRM.

Engagement Write

create_callmedium

Create Call

Log a call engagement record in HubSpot CRM.

Engagement Write

Infrastructure Read

list_contactslow

List Contacts

List contacts in HubSpot CRM, optionally filtered by properties.

Infrastructure Read

get_contactlow

Get Contact

Get a specific contact by ID.

Infrastructure Read

search_contactslow

Search Contacts

Search contacts by email, name, or other properties.

Infrastructure Read

list_companieslow

List Companies

List companies in HubSpot CRM.

Infrastructure Read

get_companylow

Get Company

Get a specific company by ID.

Infrastructure Read

list_dealslow

List Deals

List deals in HubSpot CRM.

Infrastructure Read

get_deallow

Get Deal

Get a specific deal by ID.

Infrastructure Read

list_ticketslow

List Tickets

List tickets in HubSpot.

Infrastructure Read

get_ticketlow

Get Ticket

Get a specific ticket by ID.

Infrastructure Read

search_companieslow

Search Companies

Search companies by name using HubSpot CRM search API.

Infrastructure Read

search_ticketslow

Search Tickets

Search tickets by subject using HubSpot CRM search API.

Infrastructure Read

list_ownerslow

List Owners

List all owners (users) in the HubSpot account.

Infrastructure Read

list_pipelineslow

List Pipelines

List all pipelines for a given object type (deals or tickets).

Infrastructure Read

list_propertieslow

List Properties

List all properties (fields) for a given CRM object type.

Infrastructure Read

list_associationslow

List Associations

List associations (relationships) between CRM objects.

Infrastructure Read

list_taskslow

List Tasks

List tasks in HubSpot with their subject, status, and priority.

Infrastructure Read

get_account_infolow

Get Account Info

Get HubSpot account details including portal ID, account type, time zone, currency, and company info.

Infrastructure Read

list_noteslow

List Notes

List recent notes/engagement entries in HubSpot CRM with body, timestamp, and owner.

Infrastructure Read

Infrastructure Write

create_taskmedium

Create Task

Create a new task in HubSpot CRM.

Infrastructure WriteCatalog claim

create_associationmedium

Create Association

Create an association (relationship) between two CRM objects.

Infrastructure WriteCatalog claim

delete_associationmedium

Delete Association

Remove an association (relationship) between two CRM objects.

Infrastructure Write

Task Read

get_tasklow

Get Task

Get details of a specific task by ID.

Task Read

Task Write

update_taskmedium

Update Task

Update properties on an existing task.

Task WriteCatalog claim

delete_taskmedium

Delete Task

Delete a task from HubSpot.

Task Write

Ticket Read

list_ticket_stageslow

List Ticket Stages

List all stages within a specific tickets pipeline.

Ticket Read

Ticket Write

delete_tickethigh

Delete Ticket

Permanently delete a ticket from HubSpot. This action cannot be undone.

Ticket Write

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Complete CRM management and bidirectional sync from support tickets.

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