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Overview

Before using this tool group, save a HubSpot connection in Config -> Connections. See HubSpot for Service Key setup, required scopes, and merge opt-in settings.Merges are permanent — HubSpot redirects both input record ids to the resulting record. REQUEST_MERGE_APPROVAL returns review_required; follow the shared CRM merge workflow before execution.

Tool Name

Purpose

The hubspot_connector_tools group integrates Genesis with HubSpot CRM. Search and read contacts, companies, deals, and tickets; inspect properties and associations; create, update, and batch-upsert records; and merge duplicate contacts and companies.

Functions Available

  1. hubspot_connector: Bounded HubSpot reads, record mutations, and merge preview / request / execute actions.

Input Parameters

hubspot_connector

Parameters
Read-only connections: When the connection locator sets read_only to a truthy value, or access_intent to read or read_only, write and merge actions are refused.Merge opt-in: PREVIEW_MERGE, REQUEST_MERGE_APPROVAL, and EXECUTE_APPROVED_MERGE require merge_enabled on the connection locator and a valid merge_survivorship_policy JSON object with version and preview_fields. See HubSpot.HubSpot executions follow the shared CRM merge API outcome contract.Object allowlists: Genesis can read contacts, companies, deals, and tickets by default, and can create, update, or merge contacts and companies. An administrator can extend allowed object types through the hubspot.extra_objects App Config setting.Deletes unavailable: Archive and delete actions are not exposed through this tool group.
Merge workflow: Follow the shared CRM merge workflow.
HubSpot merges cannot be undone and accept exactly one loser. If a request times out or transport fails, reconcile HubSpot state before retrying. Example — search contacts
Example — merge preview

Use Cases

  1. Inspect CRM data — SEARCH_OBJECTS, GET_OBJECT, or LIST_PROPERTIES when a user asks about HubSpot contacts, companies, deals, or tickets.
  2. Update a record — UPDATE_OBJECT or BATCH_UPSERT when a workflow should write back to HubSpot.
  3. Duplicate review — PREVIEW_MERGE to show what a contact or company merge would do before any write.
  4. Governed merge — Follow the shared CRM merge workflow.