> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openmic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot Integration

> Connect your OpenMic assistant to HubSpot CRM for contact and deal management during live calls.

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

***

## 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**.

***

## Step 1: Connect Your HubSpot Account

1. Go to **Integrations** in your [OpenMic Dashboard](https://app.openmic.ai).
2. Locate the **HubSpot** card.
3. Click **Connect HubSpot**.
4. Log in to HubSpot and approve access.

***

## 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

***

## Step 3: Configure Your System Prompt

```text theme={null}
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
```

<Warning>
  **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](/dynamic-variables) for all timezone options.
</Warning>

***

## Available Tools

### HubSpot Contact Create

Create a new contact in HubSpot CRM.

**Collected from caller:** First name, last name, email, phone number.

***

### 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.).