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 NamePlatformDescription
Create DealHubSpotCreates a new deal with specified details
Create NoteHubSpotCreates a note associated with deals, contacts, or companies
Delete DealHubSpotRemoves a specific deal
Delete NoteHubSpotRemoves a specific note
Find DealsHubSpotSearches for deals based on various criteria
Find Deal by IDHubSpotRetrieves a specific deal using its ID
Update DealHubSpotModifies an existing deal’s details
Update NoteHubSpotModifies an existing note’s content
Create DealsPipedriveCreates new deals in Pipedrive
Create Lead LabelsPipedriveCreates new lead labels
Create LeadsPipedriveCreates new leads in Pipedrive
Create NotesPipedriveCreates notes for deals, persons, or organizations
Create OrganizationsPipedriveCreates new organizations in Pipedrive
Create PersonsPipedriveCreates new persons in Pipedrive
Create ProductsPipedriveCreates new products in Pipedrive
List Lead LabelsPipedriveLists all available lead labels
List NotesPipedriveLists notes based on criteria
Search DealsPipedriveSearches for deals based on criteria
Search LeadsPipedriveSearches for leads based on criteria
Search OrganizationsPipedriveSearches for organizations based on criteria
Search PersonsPipedriveSearches for persons based on criteria
Search ProductsPipedriveSearches for products based on criteria
Update DealsPipedriveUpdates existing deals
Update Lead LabelsPipedriveUpdates existing lead labels
Update LeadsPipedriveUpdates existing leads
Update NotesPipedriveUpdates existing notes
Update OrganizationsPipedriveUpdates existing organizations
Update PersonsPipedriveUpdates existing persons
Update ProductsPipedriveUpdates 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:

NameRequiredTypeDescription
queryOptionalstringSearch query to filter deals
limitOptionalnumberMaximum number of deals to return (must be ≥ 0)
afterOptionalstringPagination token for retrieving next set of results
sortsOptionalarray[string]List of sorting criteria
filterGroupsOptionalarray[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:

NameRequiredTypeDescription
idRequiredstringHubSpot deal ID

Create Deal

Description: Create a new deal in HubSpot with specified details and associations.

System Tool ID: hubspot_create_deal

Arguments:

NameRequiredTypeDescription
deal_nameRequiredstringName of the deal
deal_typeRequiredstringType of deal (automatically formatted)
descriptionRequiredstringDetailed description of the deal
pipelineRequiredstringPipeline name where the deal belongs
contact_idsRequiredarray[string]Associated contact IDs
company_idsRequiredarray[string]Associated company IDs
deal_stageRequiredstringCurrent stage of the deal
amountRequiredstringDeal value
close_dateRequiredstringExpected closing date

Update Deal

Description: Modify an existing deal’s information in HubSpot.

System Tool ID: hubspot_update_deal

Arguments:

NameRequiredTypeDescription
deal_idRequiredstringID of the deal to update
deal_nameRequiredstringUpdated name of the deal
deal_typeRequiredstringUpdated type of deal
descriptionRequiredstringUpdated description
pipelineRequiredstringUpdated pipeline name
contact_idsRequiredarray[string]Updated associated contact IDs
company_idsRequiredarray[string]Updated associated company IDs
deal_stageRequiredstringUpdated deal stage
amountRequiredstringUpdated deal value
close_dateRequiredstringUpdated expected closing date

Delete Deal

Description: Remove a deal from HubSpot.

System Tool ID: hubspot_delete_deal

Arguments:

NameRequiredTypeDescription
deal_idRequiredstringID 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:

NameRequiredTypeDescription
deal_idsRequiredarray[string]Associated deal IDs
contact_idsRequiredarray[string]Associated contact IDs
company_idsRequiredarray[string]Associated company IDs
note_bodyRequiredstringContent of the note

Update Note

Description: Modify an existing note’s content and associations in HubSpot.

System Tool ID: hubspot_update_note

Arguments:

NameRequiredTypeDescription
note_idRequiredstringID of the note to update
deal_idsRequiredarray[string]Updated associated deal IDs
contact_idsRequiredarray[string]Updated associated contact IDs
company_idsRequiredarray[string]Updated associated company IDs
note_bodyRequiredstringUpdated content of the note

Delete Note

Description: Remove a note from HubSpot.

System Tool ID: hubspot_delete_note

Arguments:

NameRequiredTypeDescription
note_idRequiredstringID 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.