Hubspot Agent

Chat with an AI agent that can create, update, and read HubSpot objects like deals, contacts, companies, and services, using free-form instructions.

What It Does

Sends your prompt to an AI agent with access to HubSpot. The agent can call HubSpot directly, reading and writing deals, contacts, companies, services, and more, and responds with a free-form completion, optionally posted to a conversation in AskElephant.

When To Use It

Use this for exploratory or ad hoc HubSpot requests where you don't need structured, auditable output, such as asking the agent to look something up or make a judgment call across a few records. Do not use it for defined property writes that need structured output, confirmation, or an audit trail. Use Structured HubSpot Agent instead, since it returns deterministic, property-level results that downstream nodes can reference.

Configuration

Configure the node with these settings:

Field	What it controls
Related Object Type	The type of object providing context: `meeting`, `calendarEvent`, `person`, or `company`. Defaults to `meeting`.
Related Object	The specific object providing context to the agent. All of its associated information is available to the agent.
Agent Prompt	The instructions telling the agent what to do in HubSpot. Required.
Show Message	Whether the user's prompt is visible in the conversation. Defaults to `false`.
Show Completion	Whether the agent's response is visible in the conversation. Defaults to `true`.
Model	The AI model powering the agent. Defaults to `gpt-5.2`. OpenAI models are automatically switched to Anthropic models.
Max Steps	The maximum number of tool calls the agent can make before returning a response. Defaults to `10`.
Chat Title	Optional title for the created chat. Auto-generated if left blank.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable	Type	Description	Example
`conversation`	`object`	A reference to the conversation where the message was sent	`{{nodeId.conversation}}`
`conversation.id`	`string`		`{{nodeId.conversation.id}}`
`conversationLink`	`string`	A clickable link to the created conversation in AskElephant	`{{nodeId.conversationLink}}`
`aiCompletion`	`string`	The LLM completion that was sent to the conversation	`{{nodeId.aiCompletion}}`

Example Workflow

A workflow gives the agent a meeting as context and prompts it to check whether the contact has any open deals and summarize their stages, then posts the completion to a Slack channel.

Structured HubSpot Agent
Search Deal
Update Contact V2

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.