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

# 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.

<Note>
  HubSpot or Pipedrive integration required. [Learn how to set up HubSpot
  integration](/how-to/integration-setup) or [Pipedrive
  integration](/how-to/integration-setup)
</Note>

## 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 |

<Tip>
  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.
</Tip>

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