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The HubSpot integration lets your OpenMic agents create, retrieve, and update contacts and deals in HubSpot CRM directly from live calls.

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Prerequisites

  1. An active HubSpot account with CRM access.
  2. An OpenMic account with at least one agent created.
  3. Access to the OpenMic Dashboard.

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Step 1: Connect Your HubSpot Account

  1. Go to Integrations in your OpenMic Dashboard.
  2. Locate the HubSpot card.
  3. Click Connect HubSpot.
  4. Log in to HubSpot and approve access.

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Step 2: Add HubSpot Tools to an Agent

  1. Navigate to Dashboard → Simple Agents.
  2. Select or create an agent.
  3. Open the Custom Functions tab.
  4. Click Add Function and choose from:
    • HubSpot Contact Create — Add a new contact
    • HubSpot Contact Get — Retrieve a contact by ID or email
    • HubSpot Contact Update — Update an existing contact
    • HubSpot Deal Get — Retrieve a deal by ID
    • HubSpot Deal Update — Update an existing deal

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Step 3: Configure Your System Prompt

You are a customer service representative for [Your Company Name]. You help manage contacts and deals in HubSpot.

Today's date and time is {{now.est}}.

Your Approach:
When a caller reaches out, use `get_hubspot_contact` to check if they exist. If they're new, create them with `create_hubspot_contact`. If they mention an existing deal, look it up with `get_hubspot_deal` and update it as needed with `update_hubspot_deal`.

Key Rules:
- Always look up contacts before creating new ones
- Update contact details if the caller provides new information
- Link relevant deals to the conversation context
Always include today’s date in your system prompt when your agent handles time-sensitive information. Add {{now.est}} (or your timezone) to prevent the AI from misinterpreting dates. See Dynamic Variables for all timezone options.

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Available Tools

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HubSpot Contact Create

Create a new contact in HubSpot CRM. Collected from caller: First name, last name, email, phone number.

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HubSpot Contact Get

Retrieve a contact from HubSpot by ID or email.

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HubSpot Contact Update

Update an existing contact’s information in HubSpot.

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HubSpot Deal Get

Retrieve deal details from HubSpot by deal ID.

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HubSpot Deal Update

Update an existing deal’s properties (stage, amount, close date, etc.).