CRM Tools

The CRM tools category provides capabilities for managing customer relationships through HubSpot and Pipedrive integrations. These tools enable AI agents to perform various operations related to deals, leads, notes, and contact management.

HubSpot or Pipedrive integration required. Learn how to set up HubSpot integration or Pipedrive integration

Available Tools

Tool Name	Platform	Description
Create Deal	HubSpot	Creates a new deal with specified details
Create Note	HubSpot	Creates a note associated with deals, contacts, or companies
Delete Deal	HubSpot	Removes a specific deal
Delete Note	HubSpot	Removes a specific note
Find Deals	HubSpot	Searches for deals based on various criteria
Find Deal by ID	HubSpot	Retrieves a specific deal using its ID
Update Deal	HubSpot	Modifies an existing deal’s details
Update Note	HubSpot	Modifies an existing note’s content
Create Deals	Pipedrive	Creates new deals in Pipedrive
Create Lead Labels	Pipedrive	Creates new lead labels
Create Leads	Pipedrive	Creates new leads in Pipedrive
Create Notes	Pipedrive	Creates notes for deals, persons, or organizations
Create Organizations	Pipedrive	Creates new organizations in Pipedrive
Create Persons	Pipedrive	Creates new persons in Pipedrive
Create Products	Pipedrive	Creates new products in Pipedrive
List Lead Labels	Pipedrive	Lists all available lead labels
List Notes	Pipedrive	Lists notes based on criteria
Search Deals	Pipedrive	Searches for deals based on criteria
Search Leads	Pipedrive	Searches for leads based on criteria
Search Organizations	Pipedrive	Searches for organizations based on criteria
Search Persons	Pipedrive	Searches for persons based on criteria
Search Products	Pipedrive	Searches for products based on criteria
Update Deals	Pipedrive	Updates existing deals
Update Lead Labels	Pipedrive	Updates existing lead labels
Update Leads	Pipedrive	Updates existing leads
Update Notes	Pipedrive	Updates existing notes
Update Organizations	Pipedrive	Updates existing organizations
Update Persons	Pipedrive	Updates existing persons
Update Products	Pipedrive	Updates existing products

Deal Management Tools

Find Deals

Description: Search and retrieve deals from HubSpot based on various criteria, including custom filters and sorting options. System Tool ID: hubspot_find_deals Arguments:

Name	Required	Type	Description
query	Optional	string	Search query to filter deals
limit	Optional	number	Maximum number of deals to return (must be ≥ 0)
after	Optional	string	Pagination token for retrieving next set of results
sorts	Optional	array[string]	List of sorting criteria
filterGroups	Optional	array[object]	Complex filtering criteria with multiple conditions

Find Deal by ID

Description: Retrieve a specific deal using its unique identifier. System Tool ID: hubspot_find_deal_by_id Arguments:

Name	Required	Type	Description
id	Required	string	HubSpot deal ID

Create Deal

Description: Create a new deal in HubSpot with specified details and associations. System Tool ID: hubspot_create_deal Arguments:

Name	Required	Type	Description
deal_name	Required	string	Name of the deal
deal_type	Required	string	Type of deal (automatically formatted)
description	Required	string	Detailed description of the deal
pipeline	Required	string	Pipeline name where the deal belongs
contact_ids	Required	array[string]	Associated contact IDs
company_ids	Required	array[string]	Associated company IDs
deal_stage	Required	string	Current stage of the deal
amount	Required	string	Deal value
close_date	Required	string	Expected closing date

Update Deal

Description: Modify an existing deal’s information in HubSpot. System Tool ID: hubspot_update_deal Arguments:

Name	Required	Type	Description
deal_id	Required	string	ID of the deal to update
deal_name	Required	string	Updated name of the deal
deal_type	Required	string	Updated type of deal
description	Required	string	Updated description
pipeline	Required	string	Updated pipeline name
contact_ids	Required	array[string]	Updated associated contact IDs
company_ids	Required	array[string]	Updated associated company IDs
deal_stage	Required	string	Updated deal stage
amount	Required	string	Updated deal value
close_date	Required	string	Updated expected closing date

Delete Deal

Description: Remove a deal from HubSpot. System Tool ID: hubspot_delete_deal Arguments:

Name	Required	Type	Description
deal_id	Required	string	ID of the deal to delete

Note Management Tools

Create Note

Description: Create a new note in HubSpot associated with deals, contacts, or companies. System Tool ID: hubspot_create_note Arguments:

Name	Required	Type	Description
deal_ids	Required	array[string]	Associated deal IDs
contact_ids	Required	array[string]	Associated contact IDs
company_ids	Required	array[string]	Associated company IDs
note_body	Required	string	Content of the note

Update Note

Description: Modify an existing note’s content and associations in HubSpot. System Tool ID: hubspot_update_note Arguments:

Name	Required	Type	Description
note_id	Required	string	ID of the note to update
deal_ids	Required	array[string]	Updated associated deal IDs
contact_ids	Required	array[string]	Updated associated contact IDs
company_ids	Required	array[string]	Updated associated company IDs
note_body	Required	string	Updated content of the note

Delete Note

Description: Remove a note from HubSpot. System Tool ID: hubspot_delete_note Arguments:

Name	Required	Type	Description
note_id	Required	string	ID of the note to delete

When working with dates, ensure they are in a format that can be parsed by the system. The close_date field is automatically converted to a timestamp.

Deleting deals and notes is permanent and cannot be undone. Always verify the correct ID before deletion.

Basics

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Help

Available Tools

Deal Management Tools

Find Deals

Find Deal by ID

Create Deal

Update Deal

Delete Deal

Note Management Tools

Create Note

Update Note

Delete Note

​Available Tools

​Deal Management Tools

​Find Deals

​Find Deal by ID

​Create Deal

​Update Deal

​Delete Deal

​Note Management Tools

​Create Note

​Update Note

​Delete Note

Available Tools

Deal Management Tools

Find Deals

Find Deal by ID

Create Deal

Update Deal

Delete Deal

Note Management Tools

Create Note

Update Note

Delete Note