HubSpot

Connect HubSpot so your agents can work in your HubSpot account. You choose an access level for each account, and Squad refuses any agent action outside that level.

Access levels

Each HubSpot account has an access level: Read-only, Read + write CRM, and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.

Level	The connect window describes this level as	Actions agents can use
Read-only	”Read contacts, companies, deals, tickets.”	72 of 260
Read + write CRM (recommended)	“Read/write contacts, companies, deals, tickets.”	230 of 260
Full access	”Everything plus workflows, content, forms, leads.”	260 of 260

Read + write CRM is the recommended level. The connect window selects it for you, and you can choose another level. The HubSpot sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.

What agents can do at each level

Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

Find an action. Open a level and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my HubSpot account?” The agent can search the HubSpot actions for you.

Each action shows its name, a one-line description where the HubSpot action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

Read-only

Agents can use 72 of the 260 HubSpot actions at this level:

View and search emails
View properties
View and search responses
View and search companies
View and search line items
View and search quotes
View settings
View and run templates
View and search campaigns
View contacts
View events
View groups

All 72 actions at this level:

Account details (1)

Action	What it does	Slug
Get account info	Gets current HubSpot account info (email, hubId, user details) using access-token lookup.	`HUBSPOT_GET_ACCOUNT_INFO`

Assets (1)

Action	What it does	Slug
List assets	Lists assets of a specific assetType for a given HubSpot marketing campaignGuid, optionally including performance metrics for a date range.	`HUBSPOT_LIST_ASSETS`

Audit logs (1)

Action	What it does	Slug
Get pipeline stage audit	Retrieves a reverse chronological list of all mutations (changes) for a specific pipeline stage, including CREATE and UPDATE events with timestamps and details.	`HUBSPOT_GET_PIPELINE_STAGE_AUDIT`

Campaigns (2)

Action	What it does	Slug
Get campaigns	Retrieves multiple HubSpot campaigns.	`HUBSPOT_GET_CAMPAIGNS`
Search campaigns	Searches for HubSpot campaigns.	`HUBSPOT_SEARCH_CAMPAIGNS`

Change history (1)

Action	What it does	Slug
Audit pipeline changes	Retrieves a reverse chronological audit log of all changes for a specific, existing HubSpot CRM pipeline, which is identified by its pipelineId and a valid objectType that supports pipelines (e.g., ‘deals’, ‘tickets’).	`HUBSPOT_AUDIT_PIPELINE_CHANGES`

Companies (3)

Action	What it does	Slug
Batch read companies by properties	Batch-retrieves up to 100 HubSpot company records by their IDs in a single request.	`HUBSPOT_BATCH_READ_COMPANIES_BY_PROPERTIES`
List companies	Retrieves a paginated list of HubSpot companies.	`HUBSPOT_LIST_COMPANIES`
Search companies	Searches for HubSpot companies using flexible criteria and filters.	`HUBSPOT_SEARCH_COMPANIES`

Contacts (2)

Action	What it does	Slug
Get contact IDs	Fetches a list of contact IDs for a specific HubSpot campaign based on interaction type.	`HUBSPOT_GET_CONTACT_IDS`
List contacts	Retrieves a paginated list of HubSpot contacts.	`HUBSPOT_LIST_CONTACTS`

Deals (1)

Action	What it does	Slug
List deals	Retrieves a paginated list of HubSpot deals.	`HUBSPOT_LIST_DEALS`

Drafts (1)

Action	What it does	Slug
Get marketing email draft	Retrieves the draft version of a marketing email by its emailId.	`HUBSPOT_GET_MARKETING_EMAIL_DRAFT`

Emails (6)

Action	What it does	Slug
Get ab email variation	Retrieves the alternate variation of a specified A/B marketing email.	`HUBSPOT_GET_AB_EMAIL_VARIATION`
Get all marketing emails for a HubSpot account		`HUBSPOT_GET_ALL_MARKETING_EMAILS_FOR_A_HUBSPOT_ACCOUNT`
Get the details of a specified marketing email	Retrieves detailed information for a specific marketing email in HubSpot using its unique email ID, optionally including performance statistics and specific properties.	`HUBSPOT_GET_THE_DETAILS_OF_A_SPECIFIED_MARKETING_EMAIL`
List emails	Retrieves a paginated list of HubSpot emails, allowing selection of specific properties (with or without history), associated object IDs, and filtering by archive status.	`HUBSPOT_LIST_EMAILS`
Read email	Retrieve an existing HubSpot email by its emailId or an alternative unique idProperty.	`HUBSPOT_READ_EMAIL`
Search emails	Searches for HubSpot emails using flexible criteria and filters.	`HUBSPOT_SEARCH_EMAILS`

Engagements (1)

Action	What it does	Slug
List recently modified engagements		`HUBSPOT_LIST_RECENTLY_MODIFIED_ENGAGEMENTS`

Errors (1)

Action	What it does	Slug
Fetch import error details	Fetches a paginated list of read-only error details for a specific HubSpot CRM import, requiring a valid importId for a processed import.	`HUBSPOT_FETCH_IMPORT_ERROR_DETAILS`

Events (3)

Action	What it does	Slug
List email events		`HUBSPOT_LIST_EMAIL_EVENTS`
Render event header or detail as HTML	Renders an event’s header or detail template as HTML for a specified event on the HubSpot CRM timeline, using a given event template ID and event ID.	`HUBSPOT_RENDER_EVENT_HEADER_OR_DETAIL_AS_HTML`
Retrieve timeline event by IDs	Retrieves a specific HubSpot CRM timeline event by its application ID, event template ID, and event ID, returning event details including timestamp, tokens, and associated object information.	`HUBSPOT_RETRIEVE_TIMELINE_EVENT_BY_IDS`

Groups (2)

Action	What it does	Slug
Read property group	Retrieves metadata for a specific property group of a given CRM object type, detailing its structure and attributes, but not the actual property values of CRM objects.	`HUBSPOT_READ_PROPERTY_GROUP`
Read property groups for object type	Retrieves all property groups in a single call for a specified HubSpot CRM object type (e.g., ‘contacts’, ‘companies’), returning only the groups themselves, not the individual properties within them.	`HUBSPOT_READ_PROPERTY_GROUPS_FOR_OBJECT_TYPE`

Line items (3)

Action	What it does	Slug
Retrieve line item by ID	Retrieves a HubSpot CRM line item by its ID or a specified unique property (idProperty).	`HUBSPOT_RETRIEVE_LINE_ITEM_BY_ID`
Retrieve line items	Fetches a paginated list of HubSpot CRM line items, allowing selection of specific properties (including history), associated object IDs, and filtering by archive status.	`HUBSPOT_RETRIEVE_LINE_ITEMS`
Search line items by criteria	Searches HubSpot line items using criteria including filters, sorting, and pagination.	`HUBSPOT_SEARCH_LINE_ITEMS_BY_CRITERIA`

Lists (1)

Action	What it does	Slug
Get active imports list	Retrieves a list of currently active import jobs in HubSpot for monitoring ongoing data operations.	`HUBSPOT_GET_ACTIVE_IMPORTS_LIST`

Objects (1)

Action	What it does	Slug
Read CRM object by ID	Retrieves a specific CRM object (e.g., contact, company, deal, ticket) by its ID or a unique property, optionally including specific properties, history, and associations.	`HUBSPOT_READ_CRM_OBJECT_BY_ID`

Pages (1)

Action	What it does	Slug
Retrieve page of CRM owners	Retrieves a paginated list of CRM owners from HubSpot, optionally filtering by email or archived status.	`HUBSPOT_RETRIEVE_PAGE_OF_CRM_OWNERS`

Pipeline stages (2)

Action	What it does	Slug
Retrieve pipeline stage by ID	Fetches detailed properties and metadata (e.g., label, display order, custom properties) for a specific stage within a HubSpot CRM pipeline, identified by its objectType, pipelineId, and stageId.	`HUBSPOT_RETRIEVE_PIPELINE_STAGE_BY_ID`
Retrieve pipeline stages	Fetches all stages for a specified HubSpot CRM object type and pipeline ID.	`HUBSPOT_RETRIEVE_PIPELINE_STAGES`

Pipelines (2)

Action	What it does	Slug
Get pipeline by ID	Retrieves a specific pipeline by its ID and CRM object type, detailing its stages and properties.	`HUBSPOT_GET_PIPELINE_BY_ID`
Retrieve all pipelines for specified object type	Retrieves all pipelines in HubSpot for a specified CRM object type, such as deals or tickets.	`HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE`

Products (1)

Action	What it does	Slug
List products	Retrieves a paginated list of HubSpot products.	`HUBSPOT_LIST_PRODUCTS`

Properties (7)

Action	What it does	Slug
List contact properties	Lists all contact properties in your HubSpot account, including custom properties you’ve created.	`HUBSPOT_LIST_CONTACT_PROPERTIES`
Read a CRM property by name	Reads a specific CRM property definition for a given HubSpot object type by its internal name.	`HUBSPOT_READ_A_CRM_PROPERTY_BY_NAME`
Read all properties for object type	Retrieves definitions and metadata (not actual values) for properties of a specified HubSpot CRM object type (e.g., ‘contacts’, ‘companies’, ‘deals’, or custom objects).	`HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE`
Read batch CRM object properties	Retrieves property definitions (metadata) for a batch of CRM object properties for a specified object type.	`HUBSPOT_READ_BATCH_CRM_OBJECT_PROPERTIES`
Read batch of CRM objects by ID or property values	Reads a batch of CRM objects of a specified objectType using their HubSpot IDs or unique property values from the inputs list, allowing retrieval of specific properties, their historical values (propertiesWithHistory), and filtering by archived status.	`HUBSPOT_READ_BATCH_OF_CRM_OBJECTS_BY_ID_OR_PROPERTY_VALUES`
Read batch of line items by ID or property values	Retrieves a batch of HubSpot CRM line items by their IDs, or optionally by values of a custom unique property defined in idProperty.	`HUBSPOT_READ_BATCH_OF_LINE_ITEMS_BY_ID_OR_PROPERTY_VALUES`
Read batch of quotes by property values	Efficiently retrieves a batch of HubSpot CRM quotes by their IDs (or a specified unique property), optionally including archived quotes, specific properties, and property history.	`HUBSPOT_READ_BATCH_OF_QUOTES_BY_PROPERTY_VALUES`

Quotes (3)

Action	What it does	Slug
Get quote	Retrieves a specific HubSpot quote by its unique identifier.	`HUBSPOT_GET_QUOTE`
List quotes	Retrieves a paginated list of quotes, allowing selection of specific properties, property history, associated object IDs, and filtering by archived status.	`HUBSPOT_LIST_QUOTES`
Search quotes by criteria	Searches HubSpot CRM quotes using a text query, complex filter criteria, sorting, and pagination.	`HUBSPOT_SEARCH_QUOTES_BY_CRITERIA`

Records (1)

Action	What it does	Slug
Get import record information	Retrieves a comprehensive summary of a specific HubSpot CRM import record by its importId, including status, progress, updates, results, and errors.	`HUBSPOT_GET_IMPORT_RECORD_INFORMATION`

Reports (3)

Action	What it does	Slug
Get aggregated statistic intervals	Retrieves aggregated statistics for marketing emails (e.g., send counts), grouped by specified time intervals within a defined time range.	`HUBSPOT_GET_AGGREGATED_STATISTIC_INTERVALS`
Get aggregated statistics	Retrieves aggregated statistics for marketing emails, optionally within an ISO8601 formatted time range, by email IDs, or specific email properties.	`HUBSPOT_GET_AGGREGATED_STATISTICS`
Get campaign metrics	Retrieves key attribution metrics for an existing marketing campaign, identified by its campaignGuid, within an optional date range.	`HUBSPOT_GET_CAMPAIGN_METRICS`

Responses (4)

Action	What it does	Slug
List feedback submissions	Retrieves a paginated list of feedback submissions from HubSpot, allowing specification of properties (including history), associated object IDs, and filtering by archive status.	`HUBSPOT_LIST_FEEDBACK_SUBMISSIONS`
Read batch feedback submissions by ID or property	Retrieves up to 100 feedback submissions in a batch using their IDs or a specified unique idProperty, optionally including specified properties and their history.	`HUBSPOT_READ_BATCH_FEEDBACK_SUBMISSIONS_BY_ID_OR_PROPERTY`
Read feedback submission by ID	Reads a HubSpot feedback submission by its ID, optionally using a custom unique ‘idProperty’, and allows specifying properties to return including history and associations.	`HUBSPOT_READ_FEEDBACK_SUBMISSION_BY_ID`
Search feedback submissions	Searches for feedback submissions in HubSpot CRM using text query, filter groups, sorting, and pagination, returning specified properties.	`HUBSPOT_SEARCH_FEEDBACK_SUBMISSIONS`

Schemas (2)

Action	What it does	Slug
Retrieve all object schemas	Retrieves all object schema definitions (not data records) for a HubSpot account, supporting retrieval of either active or archived schemas.	`HUBSPOT_RETRIEVE_ALL_OBJECT_SCHEMAS`
Retrieve object schema	Fetches the detailed schema definition for a specified, existing standard or custom HubSpot CRM object type.	`HUBSPOT_RETRIEVE_OBJECT_SCHEMA`

Settings (3)

Action	What it does	Slug
Fetch recording settings	Fetches call recording settings for a specified, existing HubSpot calling extension app.	`HUBSPOT_FETCH_RECORDING_SETTINGS`
Retrieve calling settings for app	Retrieves the read-only calling extension settings for a specific HubSpot app.	`HUBSPOT_RETRIEVE_CALLING_SETTINGS_FOR_APP`
Retrieve video conference settings by ID	Retrieves video conference application settings, such as webhook URLs and user/account management configurations, for a specified appId.	`HUBSPOT_RETRIEVE_VIDEO_CONFERENCE_SETTINGS_BY_ID`

Templates (3)

Action	What it does	Slug
Get event template	Retrieves detailed information about a specific event template for a given application in HubSpot’s CRM timeline.	`HUBSPOT_GET_EVENT_TEMPLATE`
List event templates	Retrieves all event templates associated with a valid appId for an existing application in HubSpot’s CRM Timeline.	`HUBSPOT_LIST_EVENT_TEMPLATES`
Render event detail template	Renders detailed information for a specific HubSpot CRM timeline event using a predefined event template, ignoring extraData references in the template not present in event data.	`HUBSPOT_RENDER_EVENT_DETAIL_TEMPLATE`

Tickets (2)

Action	What it does	Slug
List tickets	Retrieves a paginated list of HubSpot tickets.	`HUBSPOT_LIST_TICKETS`
Search tickets	Searches for HubSpot tickets using flexible criteria and filters.	`HUBSPOT_SEARCH_TICKETS`

Types (2)

Action	What it does	Slug
List association types	Lists all valid association types between two specified HubSpot CRM object types.	`HUBSPOT_LIST_ASSOCIATION_TYPES`
Read apage of objects by type	Retrieves a paginated list of objects for a specified and valid HubSpot CRM object type (e.g., ‘contacts’, ‘companies’, ‘deals’, or custom ID).	`HUBSPOT_READ_APAGE_OF_OBJECTS_BY_TYPE`

Versions (2)

Action	What it does	Slug
Get marketing email revision	Retrieves a specific, previously saved revision of a marketing email using its unique email ID and revision ID.	`HUBSPOT_GET_MARKETING_EMAIL_REVISION`
Get marketing email revisions	Retrieves a paginated list of all historical versions (including full state like content, settings, metadata) for a specified, existing marketing email.	`HUBSPOT_GET_MARKETING_EMAIL_REVISIONS`

Other actions (3)

Action	What it does	Slug
Fetch revenue	Fetches a revenue attribution report for a specified, existing marketing campaign, optionally using a specific attribution model and date range.	`HUBSPOT_FETCH_REVENUE`
List granted scopes	Introspect the current OAuth access token and return its granted scopes and metadata.	`HUBSPOT_LIST_GRANTED_SCOPES`
Read budget	Fetches detailed budget (total, spent, remaining) and spend information for a marketing campaign, including an ‘order’ field for sequencing budget/spend items (0 is oldest).	`HUBSPOT_READ_BUDGET`

Read + write CRM (recommended)

Agents can use 230 of the 260 HubSpot actions at this level: everything in Read-only, plus:

Create, update, archive, send, and publish emails
Search, create, update, and archive contacts
Search, create, update, and archive deals
Search, create, update, and archive products
Create, update, and archive companies
Search, create, update, and archive objects
Create, update, and archive tickets
Create, update, and archive line items
View and create associations
Create, update, and archive responses
Update settings
Create and update campaigns

The 158 actions that this level adds to Read-only:

Account details (1)

Action	What it does	Slug
Who am I		`HUBSPOT_WHO_AM_I`

Activities (2)

Action	What it does	Slug
List company activities		`HUBSPOT_LIST_COMPANY_ACTIVITIES`
List deal activities		`HUBSPOT_LIST_DEAL_ACTIVITIES`

Associations (5)

Action	What it does	Slug
Add asset association	Associates an existing asset (‘FORM’, ‘OBJECT_LIST’, or ‘EXTERNAL_WEB_URL’) with a specified HubSpot marketing campaign.	`HUBSPOT_ADD_ASSET_ASSOCIATION`
Create association	Creates a new custom association definition (schema) for a custom object in HubSpot, specifying how this object type can relate to another object type.	`HUBSPOT_CREATE_ASSOCIATION`
Create object association	Create or label an association between two CRM records using HubSpot Associations v4 API.	`HUBSPOT_CREATE_OBJECT_ASSOCIATION`
List object associations	List all associations from a single CRM record to a specified target object type.	`HUBSPOT_LIST_OBJECT_ASSOCIATIONS`
Read associations batch	Batch-read CRM associations (e.g., deals→contacts, deals→companies) for up to 1,000 source record IDs in one request.	`HUBSPOT_READ_ASSOCIATIONS_BATCH`

Calls (2)

Action	What it does	Slug
List call dispositions		`HUBSPOT_LIST_CALL_DISPOSITIONS`
List company calls		`HUBSPOT_LIST_COMPANY_CALLS`

Campaigns (5)

Action	What it does	Slug
Create campaign	Creates a new HubSpot campaign.	`HUBSPOT_CREATE_CAMPAIGN`
Create campaigns	Creates multiple HubSpot campaigns by calling the single campaign creation endpoint for each campaign.	`HUBSPOT_CREATE_CAMPAIGNS`
Get campaign	Retrieves a HubSpot campaign by its ID.	`HUBSPOT_GET_CAMPAIGN`
Update campaign	Partially updates specific, writable properties of an existing HubSpot marketing campaign identified by campaignGuid.	`HUBSPOT_UPDATE_CAMPAIGN`
Update campaigns	Updates properties for up to 50 existing HubSpot marketing campaigns in a single batch operation.	`HUBSPOT_UPDATE_CAMPAIGNS`

Companies (8)

Action	What it does	Slug
Archive companies	Archives multiple HubSpot companies by their IDs.	`HUBSPOT_ARCHIVE_COMPANIES`
Archive company	Archives an existing company in HubSpot CRM by its companyId, moving it to a recycling bin from which it can be restored, rather than permanently deleting it.	`HUBSPOT_ARCHIVE_COMPANY`
Create companies	Creates multiple new HubSpot companies in a single batch operation.	`HUBSPOT_CREATE_COMPANIES`
Create company	Creates a new HubSpot company.	`HUBSPOT_CREATE_COMPANY`
Get company	Retrieves a HubSpot company by its ID.	`HUBSPOT_GET_COMPANY`
Merge companies	Merges two existing company records of the same type in HubSpot CRM, where objectIdToMerge is absorbed into primaryObjectId.	`HUBSPOT_MERGE_COMPANIES`
Update companies	Updates multiple HubSpot companies in a single batch operation.	`HUBSPOT_UPDATE_COMPANIES`
Update company	Updates properties for an existing HubSpot company.	`HUBSPOT_UPDATE_COMPANY`

Contacts (12)

Action	What it does	Slug
Archive contact	Archives a HubSpot contact by its ID.	`HUBSPOT_ARCHIVE_CONTACT`
Archive contacts	Archives multiple HubSpot contacts by their IDs.	`HUBSPOT_ARCHIVE_CONTACTS`
Create contact	Creates a new HubSpot contact.	`HUBSPOT_CREATE_CONTACT`
Create contact from nl	Creates a new contact in HubSpot from a natural language description.	`HUBSPOT_CREATE_CONTACT_FROM_NL`
Create contacts	Creates multiple new HubSpot contacts in a single batch operation.	`HUBSPOT_CREATE_CONTACTS`
Merge contacts	Merges two HubSpot contacts into one.	`HUBSPOT_MERGE_CONTACTS`
Read contact	Retrieves a HubSpot contact by its ID.	`HUBSPOT_READ_CONTACT`
Read contacts	Batch read multiple HubSpot contacts by their IDs or custom identifier property.	`HUBSPOT_READ_CONTACTS`
Search contacts by criteria	Searches for HubSpot contacts using a text query, specific filter criteria (filters in a group are ANDed, groups are ORed), sorting, and pagination to retrieve selected properties.	`HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA`
Update contact	Updates properties for an existing HubSpot contact.	`HUBSPOT_UPDATE_CONTACT`
Update contacts	Updates multiple HubSpot contacts in a single batch operation.	`HUBSPOT_UPDATE_CONTACTS`
Upsert contacts		`HUBSPOT_UPSERT_CONTACTS`

Deals (10)

Action	What it does	Slug
Archive deals	Archives multiple HubSpot deals by their IDs.	`HUBSPOT_ARCHIVE_DEALS`
Create deal	Creates a new HubSpot deal.	`HUBSPOT_CREATE_DEAL`
Create deal from nl	Creates a new deal in HubSpot from a natural language description.	`HUBSPOT_CREATE_DEAL_FROM_NL`
Create deals	Creates multiple deals in HubSpot CRM.	`HUBSPOT_CREATE_DEALS`
Get deal	Retrieves a HubSpot deal by its ID.	`HUBSPOT_GET_DEAL`
Get deals	Retrieves multiple HubSpot deals by their IDs in a single batch request.	`HUBSPOT_GET_DEALS`
Merge deals	Merges two HubSpot deals into one.	`HUBSPOT_MERGE_DEALS`
Search deals	Searches for HubSpot deals using flexible criteria and filters.	`HUBSPOT_SEARCH_DEALS`
Update deal	Updates properties for an existing HubSpot deal.	`HUBSPOT_UPDATE_DEAL`
Update deals	Updates multiple HubSpot deals in a single batch operation.	`HUBSPOT_UPDATE_DEALS`

Drafts (1)

Action	What it does	Slug
Reset draft	Resets a marketing email’s draft to its currently published (live) version, discarding all unpublished changes.	`HUBSPOT_RESET_DRAFT`

Emails (12)

Action	What it does	Slug
Archive email	Archives the HubSpot email specified by emailId by moving it to the recycling bin, making it inaccessible unless restored.	`HUBSPOT_ARCHIVE_EMAIL`
Archive emails	Archives multiple HubSpot emails by their IDs.	`HUBSPOT_ARCHIVE_EMAILS`
Clone marketing email	Duplicates an existing HubSpot marketing email, identified by its id, into a new draft.	`HUBSPOT_CLONE_MARKETING_EMAIL`
Create a new marketing email	Creates a new marketing email in HubSpot, allowing comprehensive configuration of content, recipients, sender details, A/B testing, scheduling, web version, and other settings.	`HUBSPOT_CREATE_A_NEW_MARKETING_EMAIL`
Create email	Creates a new HubSpot email engagement record.	`HUBSPOT_CREATE_EMAIL`
Create emails	Creates multiple HubSpot emails in a single batch operation.	`HUBSPOT_CREATE_EMAILS`
Get emails	Retrieves multiple HubSpot email engagement records by their IDs in a single batch request.	`HUBSPOT_GET_EMAILS`
Merge emails	Merges two HubSpot emails into one.	`HUBSPOT_MERGE_EMAILS`
Publish marketing email	Publishes or sends a specified HubSpot marketing email that is valid and ready for sending.	`HUBSPOT_PUBLISH_MARKETING_EMAIL`
Update a marketing email	Updates properties of an existing marketing email identified by its emailId.	`HUBSPOT_UPDATE_A_MARKETING_EMAIL`
Update email	Partially updates properties of an existing HubSpot email object, identified by emailId (as internal ID or custom unique property value if idProperty is given).	`HUBSPOT_UPDATE_EMAIL`
Update emails	Updates multiple HubSpot emails in a single batch operation.	`HUBSPOT_UPDATE_EMAILS`

Engagements (2)

Action	What it does	Slug
Create engagement		`HUBSPOT_CREATE_ENGAGEMENT`
Get engagement		`HUBSPOT_GET_ENGAGEMENT`

Events (2)

Action	What it does	Slug
Create timeline event	Creates an immutable custom timeline event on a CRM object’s record using a specified, existing event template (identified by eventTemplateId), optionally updating CRM object properties if defined in the template.	`HUBSPOT_CREATE_TIMELINE_EVENT`
Create timeline events batch	Creates multiple immutable timeline events in a batch, ideal for bulk data imports or real-time synchronizations, using a valid event template.	`HUBSPOT_CREATE_TIMELINE_EVENTS_BATCH`

Groups (2)

Action	What it does	Slug
Create and return a new property group	Creates a new, empty property group for a specified CRM object type in HubSpot, requiring a unique group name for that object type.	`HUBSPOT_CREATE_AND_RETURN_A_NEW_PROPERTY_GROUP`
Update property group	Partially updates a property group’s displayOrder or label for a specified CRM objectType in HubSpot.	`HUBSPOT_UPDATE_PROPERTY_GROUP`

Line items (7)

Action	What it does	Slug
Archive batch of line items	Archives a batch of existing line items by their unique IDs in HubSpot CRM.	`HUBSPOT_ARCHIVE_BATCH_OF_LINE_ITEMS`
Archive line item	Archives a specific HubSpot line item by its ID, moving it to a recoverable state.	`HUBSPOT_ARCHIVE_LINE_ITEM`
Create line item	Creates a new HubSpot line item.	`HUBSPOT_CREATE_LINE_ITEM`
Create line items	Creates multiple HubSpot line items in a single batch operation.	`HUBSPOT_CREATE_LINE_ITEMS`
Merge line items	Merges two line items, objectIdToMerge into primaryObjectId, which must be of the same type.	`HUBSPOT_MERGE_LINE_ITEMS`
Update line item	Partially updates specified properties of an existing HubSpot Line Item, identified by lineItemId (as HubSpot object ID or value of idProperty if used).	`HUBSPOT_UPDATE_LINE_ITEM`
Update line items	Updates a batch of existing HubSpot CRM line items in a single operation, identifying each by its primary ID or a unique idProperty (which must be a unique identifier property in HubSpot), and modifies their specified properties.	`HUBSPOT_UPDATE_LINE_ITEMS`

Lists (2)

Action	What it does	Slug
Create list		`HUBSPOT_CREATE_LIST`
Get CRM list		`HUBSPOT_GET_CRM_LIST`

Meetings (3)

Action	What it does	Slug
Create meeting		`HUBSPOT_CREATE_MEETING`
List company meetings		`HUBSPOT_LIST_COMPANY_MEETINGS`
List deal meetings		`HUBSPOT_LIST_DEAL_MEETINGS`

Members (2)

Action	What it does	Slug
Get record list memberships		`HUBSPOT_GET_RECORD_LIST_MEMBERSHIPS`
Get segment members	Retrieve segment (list) members ordered by join timestamp.	`HUBSPOT_GET_SEGMENT_MEMBERS`

Notes (2)

Action	What it does	Slug
Create note	Creates a new HubSpot CRM note.	`HUBSPOT_CREATE_NOTE`
List contact notes		`HUBSPOT_LIST_CONTACT_NOTES`

Objects (9)

Action	What it does	Slug
Archive batch of objects	Archives a batch of existing, non-archived CRM objects of a specified objectType by their IDs, effectively hiding them from active use.	`HUBSPOT_ARCHIVE_BATCH_OF_OBJECTS`
Archive CRM object by ID	Archives a specific HubSpot CRM object by its type and ID, moving it to the recycling bin.	`HUBSPOT_ARCHIVE_CRM_OBJECT_BY_ID`
Create batch of objects	Creates multiple CRM objects of a specified objectType (e.g., contacts, companies, deals) in a single batch operation, where each object can have its own set of properties and associations.	`HUBSPOT_CREATE_BATCH_OF_OBJECTS`
Create CRM object from nl	Creates a new CRM object (contact, deal, company, ticket, or custom object) in HubSpot from a natural language description.	`HUBSPOT_CREATE_CRM_OBJECT_FROM_NL`
Create CRM object with properties	Creates a new HubSpot CRM object (e.g., contact, company, custom object) with specified properties (using valid internal names) and associations (to existing objects via valid type IDs).	`HUBSPOT_CREATE_CRM_OBJECT_WITH_PROPERTIES`
Create quote object	Creates a new quote object in HubSpot CRM with specified properties and associations.	`HUBSPOT_CREATE_QUOTE_OBJECT`
Merge objects	Merges two distinct HubSpot CRM objects of the same objectType, consolidating data into primaryObjectId (which is preserved) and deleting objectIdToMerge.	`HUBSPOT_MERGE_OBJECTS`
Partially update CRM object by ID	Partially updates specified properties of a CRM object (e.g., contact, company, deal) identified by its type and ID, or optionally by a unique property value if idProperty is specified.	`HUBSPOT_PARTIALLY_UPDATE_CRM_OBJECT_BY_ID`
Search CRM objects by criteria	Searches HubSpot CRM objects (e.g., ‘contacts’, ‘companies’) by objectType using complex criteria including filters, sorting, and pagination.	`HUBSPOT_SEARCH_CRM_OBJECTS_BY_CRITERIA`

Owners (2)

Action	What it does	Slug
Retrieve owner by ID or user ID	Retrieves a specific HubSpot CRM owner by their ID, with options to specify ID type (owner or user) and to include archived records.	`HUBSPOT_RETRIEVE_OWNER_BY_ID_OR_USER_ID`
Retrieve owners	Retrieves a list of all owners in the HubSpot CRM, including their ID, first name, last name, email, and user ID.	`HUBSPOT_RETRIEVE_OWNERS`

Pages (1)

Action	What it does	Slug
List site pages		`HUBSPOT_LIST_SITE_PAGES`

Pipeline stages (2)

Action	What it does	Slug
Create pipeline stage	Creates a new stage in a specified HubSpot CRM pipeline for a given object type, such as ‘deals’ or ‘tickets’.	`HUBSPOT_CREATE_PIPELINE_STAGE`
Update pipeline stage	Partially updates a HubSpot CRM pipeline stage identified by objectType, pipelineId, and stageId, requiring metadata in the request.	`HUBSPOT_UPDATE_PIPELINE_STAGE`

Pipelines (2)

Action	What it does	Slug
Create pipeline	Creates a new HubSpot pipeline for a specified CRM objectType (e.g., ‘deals’, ‘tickets’), requiring the pipeline label be unique for that objectType and each stage label be unique within the pipeline.	`HUBSPOT_CREATE_PIPELINE`
Update pipeline	Partially updates a CRM pipeline’s label, display order, or restores an archived pipeline by setting archived to false.	`HUBSPOT_UPDATE_PIPELINE`

Posts (1)

Action	What it does	Slug
Get blog post		`HUBSPOT_GET_BLOG_POST`

Products (10)

Action	What it does	Slug
Archive product	Archives a HubSpot product by its ID.	`HUBSPOT_ARCHIVE_PRODUCT`
Archive products	Archives multiple HubSpot products by their IDs.	`HUBSPOT_ARCHIVE_PRODUCTS`
Create product	Creates a new HubSpot product.	`HUBSPOT_CREATE_PRODUCT`
Create products	Creates multiple HubSpot products in a single batch operation.	`HUBSPOT_CREATE_PRODUCTS`
Get product	Retrieves a HubSpot product by its ID.	`HUBSPOT_GET_PRODUCT`
Get products	Retrieves multiple HubSpot products by their IDs.	`HUBSPOT_GET_PRODUCTS`
Merge products	Merges two HubSpot products into one.	`HUBSPOT_MERGE_PRODUCTS`
Search products	Searches for HubSpot products using flexible criteria and filters.	`HUBSPOT_SEARCH_PRODUCTS`
Update product	Updates properties for an existing HubSpot product.	`HUBSPOT_UPDATE_PRODUCT`
Update products	Updates multiple HubSpot products in a single batch operation.	`HUBSPOT_UPDATE_PRODUCTS`

Properties (6)

Action	What it does	Slug
Create batch of properties	Efficiently creates multiple CRM properties in a single batch for a specified HubSpot object type (e.g., ‘contacts’, ‘companies’, custom object ID), ideal for schema setup or updates.	`HUBSPOT_CREATE_BATCH_OF_PROPERTIES`
Create property for specified object type	Creates a new custom property for a specified HubSpot CRM object type.	`HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE`
Replace all properties of pipeline	Overwrites an entire CRM pipeline (specified by objectType and pipelineId) and all its stages with a new definition, returning the updated pipeline.	`HUBSPOT_REPLACE_ALL_PROPERTIES_OF_PIPELINE`
Replace pipeline stage properties	Replaces all properties of a specified pipeline stage.	`HUBSPOT_REPLACE_PIPELINE_STAGE_PROPERTIES`
Update batch of objects by idor property values	Performs a batch update on a valid objectType where properties are writeable and any idProperty used is designated unique.	`HUBSPOT_UPDATE_BATCH_OF_OBJECTS_BY_IDOR_PROPERTY_VALUES`
Update CRM property	Updates attributes of an existing HubSpot CRM property, identified by its objectType and propertyName.	`HUBSPOT_UPDATE_CRM_PROPERTY`

Quotes (6)

Action	What it does	Slug
Archive batch of quotes	Archives a batch of existing quotes by their IDs, removing them from active views while keeping them accessible in your HubSpot account for viewing, downloading, cloning, or deletion.	`HUBSPOT_ARCHIVE_BATCH_OF_QUOTES`
Archive quote	Archives a HubSpot Quote object by ID, moving it to the recycling bin where it can be restored within 90 days.	`HUBSPOT_ARCHIVE_QUOTE`
Batch update quotes	Updates multiple existing HubSpot quotes in a batch.	`HUBSPOT_BATCH_UPDATE_QUOTES`
Create batch of quotes	Creates multiple HubSpot CRM quotes in a batch, ideal for bulk operations.	`HUBSPOT_CREATE_BATCH_OF_QUOTES`
Merge quotes	Merges two distinct quotes of the same type by consolidating objectIdToMerge into primaryObjectId (e.g., for combining information or updating terms).	`HUBSPOT_MERGE_QUOTES`
Update quote	Performs a partial update on an existing HubSpot quote’s specified properties, identifying the quote by quoteId (either its internal ID or a custom unique property value if idProperty is provided).	`HUBSPOT_UPDATE_QUOTE`

Responses (7)

Action	What it does	Slug
Archive batch of feedback submissions	Asynchronously archives a batch of HubSpot feedback submissions using their unique IDs, which must correspond to valid and existing submissions.	`HUBSPOT_ARCHIVE_BATCH_OF_FEEDBACK_SUBMISSIONS`
Archive feedback submission	Archives an existing, non-archived Feedback Submission in HubSpot CRM by its ID, moving it to the recycling bin (not permanently deleting it).	`HUBSPOT_ARCHIVE_FEEDBACK_SUBMISSION`
Create batch of feedback submissions	Creates a batch of feedback submissions in HubSpot, ideal for bulk imports.	`HUBSPOT_CREATE_BATCH_OF_FEEDBACK_SUBMISSIONS`
Create feedback submission	Creates a new HubSpot feedback submission to record customer feedback (e.g., survey responses, support interactions), optionally associating it with CRM objects.	`HUBSPOT_CREATE_FEEDBACK_SUBMISSION`
Merge feedback submissions	Merges two existing feedback submissions by ID, primarily for consolidating duplicates or related feedback.	`HUBSPOT_MERGE_FEEDBACK_SUBMISSIONS`
Update batch feedback submissions	Updates a batch of HubSpot feedback submissions.	`HUBSPOT_UPDATE_BATCH_FEEDBACK_SUBMISSIONS`
Update feedback submission	Partially updates writable properties of an existing HubSpot Feedback Submission, identified by its feedbackSubmissionId (which can be an internal object ID, or a unique property value if idProperty is specified).	`HUBSPOT_UPDATE_FEEDBACK_SUBMISSION`

Schemas (2)

Action	What it does	Slug
Create object schema	Creates a new custom object schema in HubSpot CRM with unique naming for schema and properties, defined display/required/searchable properties within the ‘properties’ list, provided immutable labels, and correctly configured ‘enumeration’ type properties (options/referencedObjectType).	`HUBSPOT_CREATE_OBJECT_SCHEMA`
Update object schema	Updates an existing custom object schema’s metadata in HubSpot, such as its description, labels, display properties, required properties, searchable properties, and restorability, for a specified objectType that must already exist.	`HUBSPOT_UPDATE_OBJECT_SCHEMA`

Settings (5)

Action	What it does	Slug
Configure calling extension settings	Configures or updates settings for a HubSpot app’s calling extension, including its name, UI URL, iframe dimensions, isReady status, and supportsCustomObjects flag, for the specified appId.	`HUBSPOT_CONFIGURE_CALLING_EXTENSION_SETTINGS`
Set call recording settings	Configures the URL (urlToRetrieveAuthedRecording) that HubSpot uses to retrieve call recordings for a specified third-party calling app (appId).	`HUBSPOT_SET_CALL_RECORDING_SETTINGS`
Update calling app recording settings	Updates the recording settings, such as the URL for retrieving authenticated recordings, for a specific calling extension app identified by its appId.	`HUBSPOT_UPDATE_CALLING_APP_RECORDING_SETTINGS`
Update calling extension settings	Updates settings (e.g., display name, UI URL/dimensions, feature flags) for an existing calling extension app, identified by appId.	`HUBSPOT_UPDATE_CALLING_EXTENSION_SETTINGS`
Update video conference app settings	Updates webhook URLs (for creating/updating/deleting meetings, fetching accounts, verifying users) for a video conference application specified by appId.	`HUBSPOT_UPDATE_VIDEO_CONFERENCE_APP_SETTINGS`

Tasks (2)

Action	What it does	Slug
Create task	Creates a new CRM task record.	`HUBSPOT_CREATE_TASK`
List contact tasks		`HUBSPOT_LIST_CONTACT_TASKS`

Templates (2)

Action	What it does	Slug
Create event template for app	Creates a new event template for a HubSpot app, defining structure, custom properties (tokens), and appearance (Markdown with Handlebars) of custom timeline events for CRM objects.	`HUBSPOT_CREATE_EVENT_TEMPLATE_FOR_APP`
Update event template	Updates an existing HubSpot event template’s name, display templates, and tokens.	`HUBSPOT_UPDATE_EVENT_TEMPLATE`

Threads (1)

Action	What it does	Slug
List conversation threads		`HUBSPOT_LIST_CONVERSATION_THREADS`

Tickets (9)

Action	What it does	Slug
Archive ticket	Archives a HubSpot ticket by its ID.	`HUBSPOT_ARCHIVE_TICKET`
Archive tickets	Archives multiple HubSpot tickets by their IDs.	`HUBSPOT_ARCHIVE_TICKETS`
Create ticket	Creates a new HubSpot ticket.	`HUBSPOT_CREATE_TICKET`
Create tickets	Creates multiple HubSpot tickets in a batch, each with its own properties and associations.	`HUBSPOT_CREATE_TICKETS`
Get ticket	Retrieves a HubSpot ticket by its ID.	`HUBSPOT_GET_TICKET`
Get tickets	Retrieves multiple HubSpot tickets by their IDs.	`HUBSPOT_GET_TICKETS`
Merge tickets	Merges two HubSpot tickets into one.	`HUBSPOT_MERGE_TICKETS`
Update ticket	Updates properties for an existing HubSpot ticket.	`HUBSPOT_UPDATE_TICKET`
Update tickets	Updates multiple HubSpot tickets in a single batch operation.	`HUBSPOT_UPDATE_TICKETS`

Tokens (2)

Action	What it does	Slug
Add token to event template	Adds a new custom data token to an existing event template for a specified HubSpot application, optionally populating a CRM object property if objectPropertyName is provided.	`HUBSPOT_ADD_TOKEN_TO_EVENT_TEMPLATE`
Update token on event template	Updates the label or options of an existing token within a specified HubSpot CRM event template.	`HUBSPOT_UPDATE_TOKEN_ON_EVENT_TEMPLATE`

Versions (3)

Action	What it does	Slug
Create or update draft version	Creates or updates the draft version of a marketing email identified by emailId.	`HUBSPOT_CREATE_OR_UPDATE_DRAFT_VERSION`
Restore email revision	Restores a specific revision of a marketing email to a DRAFT state, overwriting any existing draft.	`HUBSPOT_RESTORE_EMAIL_REVISION`
Restore marketing email revision	Restores a specific, existing, non-active revision of a marketing email to become the new live version for that email.	`HUBSPOT_RESTORE_MARKETING_EMAIL_REVISION`

Workflows (2)

Action	What it does	Slug
Get workflow by ID	Retrieves comprehensive details for an existing HubSpot workflow by its unique ID.	`HUBSPOT_GET_WORKFLOW_BY_ID`
Get workflows	Retrieves a list of workflow summaries (ID, name, type, status) from HubSpot, using the ‘limit’ parameter for pagination.	`HUBSPOT_GET_WORKFLOWS`

Other actions (4)

Action	What it does	Slug
Cancel import	Cancels an active HubSpot data import job using its importId.	`HUBSPOT_CANCEL_IMPORT`
Create ab test variation	Creates a new A/B test variation for an existing HubSpot marketing email, using its contentId.	`HUBSPOT_CREATE_AB_TEST_VARIATION`
List sequences		`HUBSPOT_LIST_SEQUENCES`
Start import	Start an asynchronous data import into HubSpot CRM using uploaded files and a detailed importRequest JSON configuration, ensuring this JSON correctly maps file columns to HubSpot properties and files align with these mappings.	`HUBSPOT_START_IMPORT`

Full access

Agents can use 260 of the 260 HubSpot actions at this level: everything in Read + write CRM, plus:

Delete associations
Delete campaigns
Delete schemas
Delete settings
Create and delete workflows
Delete calls
Delete contacts
Delete deals
Delete emails
Archive groups
Delete meetings
Delete notes

The 30 actions that this level adds to Read + write CRM:

Works on	Action	What it does	Slug
Associations	Remove asset association	Disassociates an asset from a HubSpot marketing campaign.	`HUBSPOT_REMOVE_ASSET_ASSOCIATION`
	Remove association	Remove all associations between two CRM records using the v4 associations endpoint.	`HUBSPOT_REMOVE_ASSOCIATION`
	Remove association from schema	Permanently removes a specified association definition (type) from a HubSpot object’s schema, preventing future creations of this association type without affecting existing instances.	`HUBSPOT_REMOVE_ASSOCIATION_FROM_SCHEMA`
Calls	Delete call		`HUBSPOT_DELETE_CALL`
Campaigns	Delete campaign	Permanently deletes a marketing campaign from HubSpot using its campaignGuid.	`HUBSPOT_DELETE_CAMPAIGN`
	Delete campaigns batch	Archives a batch of up to 50 marketing campaigns, hiding them from active views rather than permanently deleting them.	`HUBSPOT_DELETE_CAMPAIGNS_BATCH`
Companies	Delete company gdpr	Permanently deletes a company (identified by objectId) and its associated data from HubSpot for GDPR compliance.	`HUBSPOT_DELETE_COMPANY_GDPR`
Contacts	Delete contact gdpr	Irreversibly erases a HubSpot contact and associated data per a GDPR request.	`HUBSPOT_DELETE_CONTACT_GDPR`
	Permanently delete contact via gdpr	Permanently deletes a HubSpot contact and all its associated data for GDPR compliance, identifying the contact by its ID or another unique property.	`HUBSPOT_PERMANENTLY_DELETE_CONTACT_VIA_GDPR`
Deals	Delete deal gdpr	Archives a HubSpot deal by its ID.	`HUBSPOT_DELETE_DEAL_GDPR`
	Remove deal	Removes a HubSpot deal by its ID.	`HUBSPOT_REMOVE_DEAL`
Emails	Delete marketing email	Permanently deletes a marketing email from your HubSpot account.	`HUBSPOT_DELETE_MARKETING_EMAIL`
	Get all marketing emails for a hub spot account	Fetches a list of marketing emails from a HubSpot account, with options for filtering, sorting, pagination, and including performance statistics.	`HUBSPOT_GET_ALL_MARKETING_EMAILS_FOR_A_HUB_SPOT_ACCOUNT`
Groups	Archive property group	Archives a HubSpot property group, making it inactive and hidden (not permanently deleted, allowing potential restoration) with immediate effect on its CRM visibility and usability.	`HUBSPOT_ARCHIVE_PROPERTY_GROUP`
Line items	Delete line items gdpr	Permanently deletes a specified line item and its associated content for GDPR compliance.	`HUBSPOT_DELETE_LINE_ITEMS_GDPR`
Meetings	Delete meeting		`HUBSPOT_DELETE_MEETING`
Notes	Delete note		`HUBSPOT_DELETE_NOTE`
Pipeline stages	Delete pipeline stage	Permanently deletes a specific pipeline stage for an objectType (e.g., ‘deals’, ‘tickets’) that supports pipelines.	`HUBSPOT_DELETE_PIPELINE_STAGE`
Pipelines	Delete pipeline	Permanently deletes a HubSpot pipeline and all its stages by pipelineId and objectType.	`HUBSPOT_DELETE_PIPELINE`
Properties	Archive batch of properties	Archives a batch of properties by their internal names for a specified HubSpot CRM object type.	`HUBSPOT_ARCHIVE_BATCH_OF_PROPERTIES`
	Archive property by object type and name	Archives a specified CRM property by its object type and name, moving it to the recycling bin.	`HUBSPOT_ARCHIVE_PROPERTY_BY_OBJECT_TYPE_AND_NAME`
Schemas	Delete schema	Deletes a HubSpot custom object schema by objectType.	`HUBSPOT_DELETE_SCHEMA`
	Purge schema	Permanently and irreversibly deletes the schema for an existing objectType in HubSpot CRM.	`HUBSPOT_PURGE_SCHEMA`
Settings	Delete calling extension settings	Permanently deletes the settings for a calling extension app, specified by its appId, rendering it unusable for all connected HubSpot accounts.	`HUBSPOT_DELETE_CALLING_EXTENSION_SETTINGS`
	Delete video conferencing app settings	Irreversibly deletes all settings for a video conferencing application identified by its appId in HubSpot, removing its configuration and preventing it from functioning until reconfigured.	`HUBSPOT_DELETE_VIDEO_CONFERENCING_APP_SETTINGS`
Tasks	Delete task		`HUBSPOT_DELETE_TASK`
Templates	Delete timeline event template	Permanently and irreversibly deletes a specific timeline event template, identified by its eventTemplateId, from the application appId.	`HUBSPOT_DELETE_TIMELINE_EVENT_TEMPLATE`
Tokens	Remove token from event template	Removes a token from a HubSpot event template, preventing its inclusion in new events created from that template.	`HUBSPOT_REMOVE_TOKEN_FROM_EVENT_TEMPLATE`
Workflows	Create workflow	Creates a new HubSpot workflow to automate processes.	`HUBSPOT_CREATE_WORKFLOW`
	Delete workflow	Permanently deletes a HubSpot workflow by its ID.	`HUBSPOT_DELETE_WORKFLOW`

Connect HubSpot

Before you start:

You need a HubSpot account that you can sign in to.
Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

Open Integrations

Open Settings > Integrations.

Add an integration

On the Connected apps tab, click + Add integration.

Find HubSpot

Find HubSpot in the catalog and click it. You can type the name in Search the catalog….

Choose an access level

Under Default scope, choose an access level. This level applies to every agent.

Click Connect HubSpot

Click Connect HubSpot. The HubSpot sign-in page opens in a new tab.

Check that it works: HubSpot shows under YOUR CONNECTIONS, with a row for the account and its access level.

Change the access level

Under YOUR CONNECTIONS, find the HubSpot account.
Open the account menu (⋯) and click Manage scope.
Under Default scope, choose the new level.
Click Save access.

The change does not need a new sign-in. Agents get the new level from their next call.

Set access for one agent

Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.

Under YOUR CONNECTIONS, open the account menu (⋯) on the HubSpot account.
Click Manage scope.
Under Per-agent access, find the agent.
Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
Click Save access.

An agent never gets more than the account’s level, even if you choose a higher level for it. Changes apply from the agent’s next call. An agent with No access does not see the account.

Use more than one HubSpot account

Click + Account on the HubSpot card to connect another account. Agents use the primary account unless they are asked to use a specific one.

After you click + Account, follow the connect steps above.
Each account has its own access level.
The first account you connect becomes the primary account. It shows ★ PRIMARY.
To change the primary account, open the account menu (⋯) and click Make primary.
To tell accounts apart, open the account menu (⋯) and click Rename.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the HubSpot side:

Open the account menu (⋯) and click Reconnect.
Click Reauthorize on HubSpot.
Sign in to HubSpot and approve the request.

Reconnect signs in to the same account again. It does not add a second connection. Open the account menu (⋯) on the HubSpot account and click Disconnect. Agents lose access to that account at once.

Disconnect acts at once, with no confirmation step. If it was the primary account, another connected HubSpot account becomes primary.

Costs

HubSpot actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

An agent reports that an action is not allowed on this account.

Cause: the action is outside the account’s access level, or outside the level you set for that agent.
Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.

An agent says it has no access to HubSpot, or it does not see the account.

Cause: the agent is set to No access under Per-agent access, or the account is not connected.
Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

An agent says the HubSpot connection has expired.

Cause: the sign-in for that account is no longer valid.
Fix: use Reconnect on the account.

Common questions

Can I limit what agents can do in HubSpot?

Can I connect more than one HubSpot account?

Click + Account on the HubSpot card to connect another account. Agents use the primary account unless they are asked to use a specific one.

How do I disconnect HubSpot?

Open the account menu (⋯) on the HubSpot account and click Disconnect. Agents lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

Recommended

Analytics

Communication

CRM & Support

Dev & Project Management

E-commerce & Payments

Email & Productivity

File Storage

Finance & Time

Marketing & Social

Scheduling & Meetings

Access levels

What agents can do at each level

Connect HubSpot

Change the access level

Set access for one agent

Use more than one HubSpot account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What agents can do at each level

​Connect HubSpot

​Change the access level

​Set access for one agent

​Use more than one HubSpot account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What agents can do at each level

Connect HubSpot

Change the access level

Set access for one agent

Use more than one HubSpot account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages