HubSpot Contact Management Agent Node

Manage HubSpot CRM contacts with comprehensive CRUD operations

Overview

The HubSpot Contact Management Agent Node provides an AI agent for managing contacts in HubSpot CRM. This node enables:

• Retrieve and search contacts with pagination
• Create new contacts with custom properties
• Update existing contact information
• Get detailed contact profiles
• Archive (delete) contacts with 90-day recovery
• Filter contacts by properties and criteria

Configuration Parameters

To set up the HubSpot Agent Node, authenticate with your HubSpot account and select the tools the agent can use.

Node Configuration

• Prompt:

  Define the task for the agent to perform with HubSpot contacts.

  Find all contacts from Acme Corp and show their email addresses

  Create a new contact for John Doe with email [e-mail]

  Update contact 12345 to change their company to “New Company Inc”

• Tools

  Select which tools the HubSpot Agent can use:

  Tool name	Description
  Retrieve Contacts	Get all contacts with pagination and property filtering
  Create Contact	Add new contacts (email required)
  Retrieve Contact	Get specific contact by ID
  Update Contact	Modify existing contact properties
  Archive Contact	Delete contacts (reversible for 90 days)

  Use selective property updates to only change specific fields without affecting others.

Advanced Settings

• System Prompt: Customize the agent’s contact management behavior.

• Model: Select the language model for the agent (must support function calling).

• Max Steps: Set the maximum number of steps the agent can take (1-20).

• Enable Model Fallbacks: Allow automatic fallback to alternative models if the primary model fails.

Expected Inputs and Outputs

• Inputs:

  • The node accepts text input that can be referenced in the prompt using format strings.

• Outputs:

  • output: The final result from the agent’s contact operations
  • conversation: Detailed log of the agent’s HubSpot API interactions

Use Case Examples

1. Contact Import:

   Use the agent to create multiple contacts in HubSpot from external data sources, automatically mapping fields and properties.

2. Contact Enrichment:

   Configure the agent to update existing contacts with new information from other systems or data sources.

3. Contact Cleanup:

   Let the agent identify and archive duplicate or outdated contacts based on specific criteria.

Error Handling and Troubleshooting

• Authentication Issues:

  If the node fails to authenticate, ensure you’ve connected your HubSpot account with the necessary permissions.

• Email Required:

  When creating contacts, an email address is required. The agent will prompt for this information if missing.

• Model Compatibility:

  The selected model must support function calling. Switch to a compatible model if you encounter errors.

If you encounter any issues not covered in this documentation, please reach out to our support team for assistance.

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