--- title: "HubSpot — AVCodex Docs" description: "HubSpot — AVCodex documentation for AV integrators, programmers, and ops teams." lang: en json-ld: --- [](/) Solutions [Pricing](/pricing)[The Signal](/blog)[Resources](/resources) Learn [Free AI Assessment](/scorecard)[Get Started →](/pricing) [Documentation Home](/docs) Guides Custom Actions Pro Actions API Builder API Agentic Commerce (ACP) Integrations - [WhatsApp](/docs/integrations/whatsapp) - [WhatsApp Groups](/docs/integrations/whatsapp-groups) - [Slack](/docs/integrations/slack) - [Discord](/docs/integrations/discord) - [Email](/docs/integrations/email) - [Gmail](/docs/integrations/gmail) - [Connecting Google](/docs/integrations/connecting-google) - [Google Drive](/docs/integrations/google-drive) - [Google Sheets](/docs/integrations/google-sheets) - [Google Calendar](/docs/integrations/google-calendar) - [OneDrive](/docs/integrations/onedrive) - [SharePoint](/docs/integrations/sharepoint) - [Dropbox](/docs/integrations/dropbox) - [Notion](/docs/integrations/notion) - [HubSpot](/docs/integrations/hubspot) - [Monday.com](/docs/integrations/monday-com) - [Asana](/docs/integrations/asana) - [GitHub](/docs/integrations/github) - [Voice Agents](/docs/integrations/voice-agents) - [Connect Meta Ads](/docs/integrations/connect-meta-ads) [Docs](/docs)/ Integrations / Integrations # HubSpot Last updated · MAR 2026 · [Read as Markdown](/docs/integrations/hubspot.md) # HubSpot Integration Most AV integrators run their deal pipeline in HubSpot. Multi-room corporate refresh deals, dealer-program contacts, multi-year service agreements. Connect AVCodex and the agent runs CRM tasks for the BD team in plain English. * * * Connect HubSpot to your AVCodex agent so it can manage CRM data: search contacts, track integrator deals, look up companies, and log site-visit notes through natural conversation. ## [What the AI Can Do# ](#what-the-ai-can-do) Once connected, your agent gains thirteen tools across four CRM object types: ### [Contacts# ](#contacts) Tool Description **hubspot\_list\_contacts** List contacts with email, phone, company, and lifecycle stage **hubspot\_search\_contacts** Search contacts by name, email, phone, or company **hubspot\_get\_contact** Get detailed information about a specific contact **hubspot\_create\_contact** Create a new contact with email, name, phone, and more **hubspot\_update\_contact** Update an existing contact's properties ### [Deals# ](#deals) Tool Description **hubspot\_list\_deals** List deals with name, amount, stage, and close date **hubspot\_search\_deals** Search for deals by name or other properties **hubspot\_create\_deal** Create a new deal with pipeline, stage, and amount **hubspot\_update\_deal** Update an existing deal's properties ### [Companies# ](#companies) Tool Description **hubspot\_list\_companies** List companies with domain, industry, and location **hubspot\_search\_companies** Search companies by name or domain **hubspot\_create\_company** Create a new company record ### [Notes# ](#notes) Tool Description **hubspot\_create\_note** Create a note and associate it with a contact, deal, or company ## [Connecting HubSpot# ](#connecting-hubspot) **1.** **Open the Integrations tab** In your agent's builder, navigate to the **Build** section and select the **Integrations** tab. Find **HubSpot** in the list of available integrations. **2.** **Click Connect** Click the **Connect** button next to HubSpot. You will be redirected to HubSpot's authorization page. **3.** **Select your HubSpot account** Choose the HubSpot account you want to connect and approve the requested permissions. The integration requests read and write access to contacts, deals, and companies. \> **Note:** You need admin access to the HubSpot account to authorize the integration. The agent will be able to create and modify CRM records. **4.** **Test it out** Once connected, open the chat preview and try: - "Search for contacts at Acme Corp" - "Show me all open deals over $50,000" - "Create a new contact for Sarah Johnson at sarah@acme-corp.com, IT Director" ## [How It Works# ](#how-it-works) ### [Natural CRM Queries# ](#natural-crm-queries) The agent translates natural language into CRM operations: - "Who is our facilities contact at Acme?" triggers a contact search - "What deals are in the design-review stage?" lists deals filtered by stage - "Log a note on the Acme HQ deal that we walked the site and confirmed the room count" creates and associates a note ### [Pagination# ](#pagination) List operations support pagination. When there are more results than the default page size, the agent can request additional pages to find what you need. ### [Contact Properties# ](#contact-properties) Each contact includes: - First name, last name, email, phone - Company association - Job title (IT Director, AV Manager, Facilities Lead) - Lifecycle stage (subscriber, lead, MQL, SQL, opportunity, customer) ### [Deal Properties# ](#deal-properties) Each deal includes: - Deal name and amount - Pipeline and deal stage - Close date - Owner assignment ## [Example Use Cases# ](#example-use-cases) - **BD assistant**: "Show me all deals closing this quarter and their total value" - **Contact lookup**: "Find the IT Director contact info at TechCorp HQ" - **CRM data entry**: "Create a deal called 'Acme HQ 40-Room Corporate Refresh' for $850,000 in the Integrator Sales pipeline at the design-review stage" - **Activity logging**: "Add a note to John's contact that we had a site walk today and confirmed Crestron NVX is the right fit" - **Pipeline review**: "How many deals are in each stage of the integrator pipeline?" - **Vertical analysis**: "What companies do we have in the higher-ed vertical, and which have open dealer-program deals?" ## [Billing# ](#billing) HubSpot tool calls use your standard LLM token billing. There is no separate per-call fee. \*AVCodex · Your AV expertise. Amplified by AI.\* Was this helpful? [Edit this page →](#) [ Previous Notion ](/docs/integrations/notion)[ Next Monday.com ](/docs/integrations/monday-com) On this page - [What the AI Can Do](#what-the-ai-can-do) - [Contacts](#contacts) - [Deals](#deals) - [Companies](#companies) - [Notes](#notes) - [Connecting HubSpot](#connecting-hubspot) - [How It Works](#how-it-works) - [Natural CRM Queries](#natural-crm-queries) - [Pagination](#pagination) - [Contact Properties](#contact-properties) - [Deal Properties](#deal-properties) - [Example Use Cases](#example-use-cases) - [Billing](#billing) [](/) The AI platform built exclusively for professional AV. 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