HubSpot CRM Automation via Rube MCP

Automate HubSpot CRM workflows including contact/company management, deal pipeline tracking, ticket search, and custom property creation through Composio's HubSpot toolkit.

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active HubSpot connection via

  RUBE_MANAGE_CONNECTIONS

  with toolkit

  hubspot

• Always call

  RUBE_SEARCH_TOOLS

  first to get current tool schemas

Setup

Get Rube MCP: Add

https://rube.app/mcp

1. Verify Rube MCP is available by confirming

   RUBE_SEARCH_TOOLS

   responds
2. Call

   RUBE_MANAGE_CONNECTIONS

   with toolkit

   hubspot

3. If connection is not ACTIVE, follow the returned auth link to complete HubSpot OAuth
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Create and Manage Contacts

When to use: User wants to create new contacts or update existing ones in HubSpot CRM

Tool sequence:

1. HUBSPOT_GET_ACCOUNT_INFO

   - Verify connection and permissions (Prerequisite)

2. HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA

   - Search for existing contacts to avoid duplicates (Prerequisite)

3. HUBSPOT_READ_A_CRM_PROPERTY_BY_NAME

   - Check property metadata for constrained values (Optional)

4. HUBSPOT_CREATE_CONTACT

   - Create a single contact (Required)

5. HUBSPOT_CREATE_CONTACTS

   - Batch create contacts up to 100 (Alternative)

Key parameters:

• HUBSPOT_CREATE_CONTACT

  :

  properties

  object with

  email

  ,

  firstname

  ,

  lastname

  ,

  phone

  ,

  company

• HUBSPOT_CREATE_CONTACTS

  :

  inputs

  array of

  {properties}

  objects, max 100 per batch

• HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA

  :

  filterGroups

  array with

  {filters: [{propertyName, operator, value}]}

  ,

  properties

  array of fields to return

Pitfalls:

• Max 100 records per batch; chunk larger imports
• 400 'Property values were not valid' if using incorrect property names or enum values
• Always search before creating to avoid duplicates
• Auth errors from GET_ACCOUNT_INFO mean all subsequent calls will fail

2. Manage Companies

When to use: User wants to create, search, or update company records

Tool sequence:

1. HUBSPOT_SEARCH_COMPANIES

   - Search existing companies (Prerequisite)

2. HUBSPOT_CREATE_COMPANIES

   - Batch create companies, max 100 (Required)

3. HUBSPOT_UPDATE_COMPANIES

   - Batch update existing companies (Alternative)

4. HUBSPOT_GET_COMPANY

   - Get single company details (Optional)

5. HUBSPOT_BATCH_READ_COMPANIES_BY_PROPERTIES

   - Bulk read companies by property values (Optional)

Key parameters:

• HUBSPOT_CREATE_COMPANIES

  :

  inputs

  array of

  {properties}

  objects, max 100

• HUBSPOT_SEARCH_COMPANIES

  :

  filterGroups

  ,

  properties

  ,

  sorts

  ,

  limit

  ,

  after

  (pagination cursor)

Pitfalls:

• Max 100 per batch; chunk larger sets
• Store returned IDs immediately for downstream operations
• Property values must match exact internal names, not display labels

3. Manage Deals and Pipeline

When to use: User wants to search deals, view pipeline stages, or track deal progress

Tool sequence:

1. HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE

   - Map pipeline and stage IDs/names (Prerequisite)

2. HUBSPOT_SEARCH_DEALS

   - Search deals with filters (Required)

3. HUBSPOT_RETRIEVE_PIPELINE_STAGES

   - Get stage details for one pipeline (Optional)

4. HUBSPOT_RETRIEVE_OWNERS

   - Get owner/rep details (Optional)

5. HUBSPOT_GET_DEAL

   - Get single deal details (Optional)

6. HUBSPOT_LIST_DEALS

   - List all deals without filters (Fallback)

Key parameters:

• HUBSPOT_SEARCH_DEALS

  :

  filterGroups

  with filters on

  pipeline

  ,

  dealstage

  ,

  createdate

  ,

  closedate

  ,

  hubspot_owner_id

  ;

  properties

  ,

  sorts

  ,

  limit

  ,

  after

• HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE

  :

  objectType

  set to

  'deals'

Pitfalls:

• Results nested under

  response.data.results

  ; properties are often strings (amounts, dates)
• Stage IDs may be readable strings or opaque numeric IDs; use

  label

  field for display
• Filters must use internal property names (

  pipeline

  ,

  dealstage

  ,

  createdate

  ), not display names
• Paginate via

  paging.next.after

  until absent

4. Search and Filter Tickets

When to use: User wants to find support tickets by status, date, or criteria

Tool sequence:

1. HUBSPOT_SEARCH_TICKETS

   - Search with filterGroups (Required)

2. HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE

   - Discover available property names (Fallback)

3. HUBSPOT_GET_TICKET

   - Get single ticket details (Optional)

4. HUBSPOT_GET_TICKETS

   - Bulk fetch tickets by IDs (Optional)

Key parameters:

• HUBSPOT_SEARCH_TICKETS

  :

  filterGroups

  ,

  properties

  (only listed fields are returned),

  sorts

  ,

  limit

  ,

  after

Pitfalls:

• Incorrect

  propertyName

  /

  operator

  returns zero results without errors
• Date filtering may require epoch-ms bounds; mixing formats causes mismatches
• Only fields in the

  properties

  array are returned; missing ones break downstream logic
• Use READ_ALL_PROPERTIES to discover exact internal property names

5. Create and Manage Custom Properties

When to use: User wants to add custom fields to CRM objects

Tool sequence:

1. HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE

   - List existing properties (Prerequisite)

2. HUBSPOT_READ_PROPERTY_GROUPS_FOR_OBJECT_TYPE

   - List property groups (Optional)

3. HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE

   - Create a single property (Required)

4. HUBSPOT_CREATE_BATCH_OF_PROPERTIES

   - Batch create properties (Alternative)

5. HUBSPOT_UPDATE_SPECIFIC_CRM_PROPERTY

   - Update existing property definition (Optional)

Key parameters:

• HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE

  :

  objectType

  ,

  name

  ,

  label

  ,

  type

  (string/number/date/enumeration),

  fieldType

  ,

  groupName

  ,

  options

  (for enumerations)

Pitfalls:

• Property names are immutable after creation; choose carefully
• Enumeration options must be pre-defined with

  value

  and

  label

• Group must exist before assigning properties to it

Common Patterns

ID Resolution

• Property display name → internal name: Use

  HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE

• Pipeline name → pipeline ID: Use

  HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE

• Stage name → stage ID: Extract from pipeline stages response
• Owner name → owner ID: Use

  HUBSPOT_RETRIEVE_OWNERS

Pagination

• Search endpoints use cursor-based pagination
• Follow

  paging.next.after

  until absent
• Typical limit: 100 records per page
• Pass

  after

  value from previous response to get next page

Batch Operations

• Most create/update endpoints support batching with max 100 records per call
• For larger datasets, chunk into groups of 100
• Store returned IDs from each batch before proceeding
• Use batch endpoints (

  CREATE_CONTACTS

  ,

  CREATE_COMPANIES

  ,

  UPDATE_COMPANIES

  ) instead of single-record endpoints for efficiency

Known Pitfalls

• Property names: All search/filter endpoints use internal property names, NOT display labels. Always call

  READ_ALL_PROPERTIES_FOR_OBJECT_TYPE

  to discover correct names
• Batch limits: Max 100 records per batch operation. Larger sets must be chunked
• Response structure: Search results are nested under

  response.data.results

  with properties as string values
• Date formats: Date properties may be epoch-ms or ISO strings depending on endpoint. Parse defensively
• Immutable names: Property names cannot be changed after creation. Plan naming conventions carefully
• Cursor pagination: Use

  paging.next.after

  cursor, not page numbers. Continue until

  after

  is absent
• Duplicate prevention: Always search before creating contacts/companies to avoid duplicates
• Auth verification: Run

  HUBSPOT_GET_ACCOUNT_INFO

  first; auth failures cascade to all subsequent calls

Quick Reference

HUBSPOT_CREATE_CONTACT

properties: {email, firstname, lastname}

HUBSPOT_CREATE_CONTACTS

inputs: [{properties}]

HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA

filterGroups, properties, limit, after

HUBSPOT_CREATE_COMPANIES

inputs: [{properties}]

HUBSPOT_SEARCH_COMPANIES

filterGroups, properties, after

HUBSPOT_SEARCH_DEALS

filterGroups, properties, after

HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE

objectType: 'deals'

HUBSPOT_SEARCH_TICKETS

filterGroups, properties, after

HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE

objectType

HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE

objectType, name, label, type, fieldType

HUBSPOT_RETRIEVE_OWNERS

HUBSPOT_GET_ACCOUNT_INFO

When to Use

This skill is applicable to execute the workflow or actions described in the overview.