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HubSpot

CRM

Read your HubSpot CRM so Ruby can look up deals, contacts, companies, and tickets, and answer pipeline questions.

12 tools
OAUTH2
Reads by default, writes opt-in
Managed auth

Ask Ruby

“What's in my deal pipeline this month?”
“Look up the contact and company for the Maple St lead.”
“Which deals over $25k are still open?”
“Are there any open support tickets for this customer?”
What Ruby can do

11 read tools

Ruby reads from HubSpot and grounds her answers in your data. Every connection starts read-only: she surfaces, summarizes, and drafts, and your team takes the action.

Search deals

Search the connected HubSpot account's deals by free-text query and/or structured filters, returning matching deal records. Use it to find a deal by name/keyword, pull a pipeline slice (deals in a stage, above an amount, recently created), and answer 'what's in the pipeline'. Read one deal in full with HUBSPOT_GET_DEAL.

List deals

List deals in the connected HubSpot account (most recent first), with optional associations. Use it to browse recent deals; for a targeted lookup prefer HUBSPOT_SEARCH_DEALS, and read one deal in full with HUBSPOT_GET_DEAL.

Get deal

Read one HubSpot deal in full by its deal id (from HUBSPOT_SEARCH_DEALS / HUBSPOT_LIST_DEALS): properties plus optional associations.

Search contacts by criteria

Search the connected HubSpot account's contacts by free-text query and/or structured filters. Use it to find a person by name/email/company and answer 'do we have a contact for X'. Read one contact in full with HUBSPOT_READ_CONTACT.

List contacts

List contacts in the connected HubSpot account (most recent first). Use it to browse recent contacts; for a targeted lookup prefer HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA, and read one in full with HUBSPOT_READ_CONTACT.

Read contact

Read one HubSpot contact in full by its contact id (from a contact search/list): properties plus optional associations.

Search companies

Search the connected HubSpot account's companies by free-text query and/or structured filters. Use it to find a company/account by name or domain. Read one in full with HUBSPOT_GET_COMPANY.

List companies

List companies in the connected HubSpot account (most recent first). For a targeted lookup prefer HUBSPOT_SEARCH_COMPANIES; read one in full with HUBSPOT_GET_COMPANY.

Get company

Read one HubSpot company in full by its company id (from a company search/list): properties plus optional associations.

Search tickets

Search the connected HubSpot account's support/service tickets by free-text query and/or structured filters. Use it to find tickets by subject/content or status. Read one in full with HUBSPOT_GET_TICKET.

Get ticket

Read one HubSpot ticket in full by its ticket id (from HUBSPOT_SEARCH_TICKETS): properties plus optional associations.

When you turn writes on

1 write tools, off by default

Let Ruby log activity onto your HubSpot timeline. It records what happened; it does not edit or delete existing records.

An admin switches a connection to read-write in Settings > Integrations. From then on every write waits for a human’s approval before it leaves, by default, and every one lands in your audit log with what changed.

Create note

Log a note onto the HubSpot CRM timeline, optionally associated with a contact, company, deal, or ticket. This is the safe way to record what happened without editing anyone's record.

Why connect it to Ruby

Built for restoration, not bolted on.

Grounded answers

Ruby reads HubSpot live and cites what she found, so answers reflect your actual data, not a stale export.

Reads by default

Every connection starts read-only. Ruby surfaces and drafts while your team takes the action; writes are opt-in per connection, human-approved by default, and always logged.

Managed, secure auth

Connect with one click. Tokens are encrypted and scoped per company; revoke access any time.

Knows restoration

Ruby understands jobs, claims, drying logs, and AR, so HubSpot data lands in the right operational context.

Use it from anywhere

Connect once, then just ask.

Connect HubSpot once in Ruby. Ask in the Ruby app, or bring the same secure connection into the assistant your team already uses.

Ruby

Ask in the Ruby app and get an answer grounded in HubSpot and the rest of your connected stack.

Claude

Bring the same secure HubSpot connection into Claude so it can answer with your live data.

ChatGPT

Use HubSpot from ChatGPT with the same per-company, permissioned access Ruby uses.

Frequently asked questions

Do I need developer credentials to connect HubSpot?

No. HubSpot connects with a single click, Ruby handles the OAuth handshake and token refresh for you.


Can Ruby change anything in HubSpot?

Not unless you turn it on. Every HubSpot connection starts read-only. An admin can switch a connection to read-write in Settings > Integrations; from then on each write Ruby makes waits for a human's approval before it leaves (by default; the same admin can switch that off) and is recorded in your audit log either way.


Is my HubSpot data secure?

Credentials are encrypted at rest and access is scoped per company. You can revoke the connection at any time from Settings > Integrations, which immediately cuts Ruby off.


Can I use HubSpot alongside my other tools?

Yes. Ruby reasons across every tool you connect at once, so she can tie HubSpot to your CRM, accounting, email, and documentation in a single answer.