HubSpot Connector
Connect Zenmako to HubSpot to manage your CRM data including contacts, companies, deals, notes, and tasks. This enables AI to search and update your sales pipeline, track customer interactions, and automate follow-up activities.
Getting Your Access Token
HubSpot uses Private Apps for secure API access. Follow these steps to create one:
Log in to your HubSpot account
Go to Settings (gear icon in the top navigation)
In the left sidebar, navigate to Integrations > Private Apps
Click Create a private app
Give your app a name (e.g., "Zenmako Integration")
Go to the Scopes tab and select the following permissions:
- CRM > Contacts: Read and Write
- CRM > Companies: Read and Write
- CRM > Deals: Read and Write
- CRM > Objects > Notes: Read and Write (under Standard)
- CRM > Objects > Tasks: Read and Write (under Standard)
Click Create app
Review the permissions and click Continue creating
Copy the Access Token that is displayed
Store your access token securely. It provides access to all the scopes you selected.
Connecting HubSpot
Navigate to the Connections page in Zenmako
Click Add Connection and select HubSpot
Enter your credentials:
- Access Token: Paste the Private App Access Token you generated
Click Save
Click Test Connection to verify the setup works
If the test succeeds, your HubSpot connection is ready to use.
Available Actions
Contacts
| searchContacts | Find contacts using search filters (email, name, company, etc.) |
| getContact | Get contact details by ID |
| createContact | Add a new contact to HubSpot |
| updateContact | Update contact information |
Companies
| searchCompanies | Find companies using search filters (name, domain, industry, etc.) |
| getCompany | Get company details by ID |
| createCompany | Add a new company to HubSpot |
| updateCompany | Update company information |
Deals
| searchDeals | Find deals in your pipeline using search filters |
| getDeal | Get deal details by ID |
| createDeal | Create a new deal in HubSpot |
| updateDeal | Move a deal through the pipeline or update deal properties |
Notes
| searchNotes | Find notes using search filters |
| getNote | Read a note by ID |
| createNote | Add a note to a contact or deal |
Tasks
| getTask | Get task details by ID |
| createTask | Create a follow-up task in HubSpot |
| updateTask | Mark a task complete or update task properties |
Example Prompts
Try these prompts to interact with your HubSpot data:
"Find all contacts at Acme Corporation in HubSpot"
"Show me all deals in the negotiation stage worth over $50,000"
"Create a new contact for John Smith at john@example.com who works at Tech Corp"
"Add a note to the Acme deal saying we had a productive call about pricing"
"Create a follow-up task to call Sarah next Tuesday about the enterprise proposal"
Common Issues
"HubSpot API error: 401 Unauthorized" error
This typically means your access token is invalid or has expired. Solutions:
Verify you copied the complete access token without extra spaces
Check that the Private App has not been deleted or deactivated in HubSpot
Ensure the Private App has the required scopes enabled
Generate a new access token if needed
Missing data or permission errors
If certain actions fail or return incomplete data, your Private App may be missing required scopes. Go to Settings > Integrations > Private Apps in HubSpot, edit your app, and verify all necessary scopes are enabled under the Scopes tab.
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