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.

49
Total Actions
13
Categories
30
Low Risk
16
Medium Risk
3
High Risk
12
Reversible

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?”

1
Search contacts — Searches for contacts associated with Acme Corp
2
Get company details — Retrieves the company record with all properties
3
List deals — Finds all open deals associated with the company
4
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?”

1
Find contact — Searches for john@acme.com in contacts
2
Create ticket — Creates a new ticket with the billing issue details
3
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?”

1
Search contacts — Finds both contact records for Sarah Chen
2
Compare records — Reviews both records to identify the primary (newer) one
3
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
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 WriteReversible
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 CreateReversible
create_companymedium
Create Company
Create a new company in HubSpot CRM.
Content CreateReversible
create_dealmedium
Create Deal
Create a new deal in HubSpot CRM.
Content CreateReversible
create_ticketmedium
Create Ticket
Create a new ticket in HubSpot.
Content CreateReversible
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 UpdateReversible
update_companymedium
Update Company
Update properties on an existing company.
Content UpdateReversible
update_dealmedium
Update Deal
Update properties on an existing deal.
Content UpdateReversible
update_ticketmedium
Update Ticket
Update properties on an existing ticket.
Content UpdateReversible
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 WriteReversible
create_associationmedium
Create Association
Create an association (relationship) between two CRM objects.
Infrastructure WriteReversible
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 WriteReversible
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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