HubSpot

Manage HubSpot CRM via the REST API v3.

Setup

1. Go to HubSpot → Settings → Integrations → Private Apps
2. Create a private app with scopes: crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.companies.read, crm.objects.companies.write, crm.objects.deals.read, crm.objects.deals.write, content
3. Copy the access token
4. Store in vault:

   copilot config vault-set HUBSPOT_ACCESS_TOKEN=pat-na1-xxxxx

List Contacts

curl -s "https://api.hubapi.com/crm/v3/objects/contacts?limit=10&properties=firstname,lastname,email,phone,company" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" | jq '.results[] | {id, properties}'

Search Contacts

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filterGroups": [{"filters": [{"propertyName": "email", "operator": "CONTAINS_TOKEN", "value": "example.com"}]}],
    "properties": ["firstname", "lastname", "email", "phone"],
    "limit": 10
  }' | jq '.results[] | {id, properties}'

Create Contact

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/contacts" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "email": "contact@example.com",
      "firstname": "John",
      "lastname": "Doe",
      "phone": "+5511999999999",
      "company": "Company Name"
    }
  }' | jq '{id, properties}'

Update Contact

curl -s -X PATCH "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"properties": {"phone": "+5511888888888"}}' | jq '{id, properties}'

List Companies

curl -s "https://api.hubapi.com/crm/v3/objects/companies?limit=10&properties=name,domain,industry,city,phone" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" | jq '.results[] | {id, properties}'

Create Company

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/companies" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "name": "Company Name",
      "domain": "company.com",
      "industry": "TECHNOLOGY",
      "city": "São Paulo",
      "phone": "+551130000000"
    }
  }' | jq '{id, properties}'

List Deals

curl -s "https://api.hubapi.com/crm/v3/objects/deals?limit=10&properties=dealname,amount,dealstage,closedate,pipeline" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" | jq '.results[] | {id, properties}'

Create Deal

curl -s -X POST "https://api.hubapi.com/crm/v3/objects/deals" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "properties": {
      "dealname": "Deal Name",
      "amount": "10000",
      "dealstage": "qualifiedtobuy",
      "pipeline": "default",
      "closedate": "2026-03-31"
    }
  }' | jq '{id, properties}'

List Tickets

curl -s "https://api.hubapi.com/crm/v3/objects/tickets?limit=10&properties=subject,content,hs_pipeline_stage,hs_ticket_priority" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" | jq '.results[] | {id, properties}'

Associate Objects

# Associate contact with company
curl -s -X PUT "https://api.hubapi.com/crm/v3/objects/contacts/CONTACT_ID/associations/companies/COMPANY_ID/contact_to_company" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN"

Deal Pipelines

curl -s "https://api.hubapi.com/crm/v3/pipelines/deals" \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" | jq '.results[] | {id, label, stages: [.stages[] | {id, label}]}'

Tips

• API rate limit: 100 requests/10s for private apps
• Use search endpoint for filtered queries (up to 3 filter groups)
• Properties must be explicitly requested via ?properties= parameter
• Deal stages vary by pipeline — list pipelines first
• Associations link contacts, companies, deals, and tickets
• Use batch endpoints for bulk operations (up to 100 records)
• Confirm before deleting any CRM records

Triggers

hubspot, crm, contato, contact, empresa, company, negócio, deal, ticket, pipeline, lead