> For the complete documentation index, see [llms.txt](https://notara-1.gitbook.io/notara-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://notara-1.gitbook.io/notara-docs/connectors/hubspot.md).

# HubSpot

The HubSpot connector gives the agent read access to your CRM — contacts, deals, and companies.

## What It Enables

| Tool              | Capability | Description                                                                   |
| ----------------- | ---------- | ----------------------------------------------------------------------------- |
| `search_contacts` | `read`     | Search contacts by name, email, or any property                               |
| `get_contact`     | `read`     | Retrieve full contact details by ID including lifecycle stage and lead status |
| `list_deals`      | `read`     | List deals with stage, amount, and close date; supports stage filtering       |
| `get_deal`        | `read`     | Get detailed deal info including associated contacts and company              |
| `list_companies`  | `read`     | List companies with industry, size, and revenue data                          |

All tools are read-only.

## Setup

**Required:** HubSpot Private App Access Token.

**Where to find it:** HubSpot → Settings → Integrations → Private Apps → Create a private app. Grant read scopes for CRM objects (contacts, deals, companies).

1. In the Notara dashboard, go to **Tools**.
2. Click the **HubSpot** tile.
3. In HubSpot, go to **Settings → Integrations → Private Apps** and create a new app.
4. Enable read access for **Contacts**, **Deals**, and **Companies**.
5. Copy the access token, paste it into the connector field, and click **Verify & Save**.

Your API key is encrypted at rest with AES-256-GCM.

## Example Prompts

> "Search HubSpot for contacts at Acme Corp."

> "List our open deals worth more than $10k."

> "What's the current stage of deal ID 12345?"

> "Show me the top 10 companies in our CRM by employee count."