AgentcyAlpha
Services/HubSpot

HubSpot

CRM contacts, companies, deals, tickets, marketing emails, campaigns, forms, pipelines, and web analytics from HubSpot.

OVERVIEW

HubSpot is where sales and marketing teams manage their entire customer lifecycle — from first-touch leads through closed deals and ongoing support. Agentcy connects to your HubSpot portal via a Service Key to give you natural-language access to CRM objects, marketing tools, and web analytics.

Ask about your pipeline health, recent deals, new contacts this month, campaign performance, or form submission trends. Agentcy decomposes your question into the right API calls across 12 operations covering CRM objects (contacts, companies, deals, tickets), marketing tools (emails, campaigns, forms), analytics, pipelines, lists, and team owners. Results are synthesized into actionable insights, not raw JSON.

HubSpot is a BYOK (Bring Your Own Key) service configured per domain. Each client domain gets its own Service Key — keeping portal data isolated and secure. Some analytics features (session breakdowns, UTM tracking) require HubSpot Marketing Hub Professional or higher.

EXAMPLE QUESTIONS
15 SAMPLES

How many new contacts were added this month?

Show me all open deals in the pipeline

What is the total value of deals closed this quarter?

List my most recent support tickets

Which companies have the most associated contacts?

What marketing emails were sent recently?

Show me form submission counts across all forms

What are the stages in my sales pipeline?

Who are the owners with the most open deals?

How has web traffic changed over the last 6 months?

What are my top traffic sources?

Show me contacts in the 'subscriber' lifecycle stage

List deals that closed lost this quarter and why

What campaigns are active right now?

Show me contact lists and their sizes

WHAT YOU CAN ASK ABOUT
12 EXAMPLES
Contacts — name, email, phone, company, lifecycle stage, lead status, create/modify dates
Companies — name, domain, industry, employee count, revenue, associated contacts
Deals — name, amount, stage, close date, pipeline, owner, associated contacts/companies
Tickets — subject, status, priority, pipeline, create date, associated contacts
Marketing emails — subject, status, send date, open/click stats
Campaigns — name, type, budget, status
Forms — name, submission count, fields
Pipelines — stages, order, deal/ticket pipelines
Contact lists — static and dynamic lists with member counts
Owners — team members, email, user ID
Web analytics — sessions, traffic sources, geolocation (totals, daily, weekly, monthly breakdowns)
CRM search — filter any object by property values with operators (equals, contains, greater than, between, etc.)
REQUIREMENTS
Google Account
Not required
API Key
Provide your own API credentials
External Subscription
HubSpot account (Free CRM works for most features; Marketing Hub Professional+ required for analytics sessions/UTM and campaign data)
Domain Configuration
HubSpot Service Key (or legacy Private App token) — created in HubSpot Settings
SETUP
9 STEPS
  1. 01

    In your HubSpot account, go to Settings → Integrations → Service Keys (or Private Apps if Service Keys are not yet available)

  2. 02

    Create a new Service Key with these scopes:

  3. 03

    CRM scopes (all plans): crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read, tickets, crm.objects.owners.read, crm.lists.read

  4. 04

    Marketing scopes (all plans): content, forms

  5. 05

    Professional+ scopes (add if available on your plan): marketing.campaigns.read, business-intelligence

  6. 06

    Copy the generated token (starts with pat-na1-... or pat-eu1-...)

  7. 07

    In the Agentcy portal, go to Services and enable HubSpot

  8. 08

    Go to the domain page and click Configure on HubSpot

  9. 09

    Paste your Service Key and click Test Connection to verify access

DATA FRESHNESS

1-hour cache. CRM data is near real-time from HubSpot's REST API. Analytics data may lag 24-48 hours depending on your HubSpot plan.

TIPS
6

HubSpot recently deprecated Private Apps in favor of Service Keys (launched Feb 2026) — both use the same Bearer token format and work identically with Agentcy

Session-level analytics (sessions, utm-campaigns, utm-sources, etc.) require the traffic-analytics-api-access scope, which is only available on Marketing Hub Professional+ plans

Campaign data requires the marketing.campaigns.read scope, which may not be available on all HubSpot tiers

The tickets scope uses the legacy name 'tickets' (not 'crm.objects.tickets.read') — make sure to select it in the HubSpot scope picker

Service Keys are shown only once during creation — copy and save the token immediately

HubSpot API rate limits are 100 requests per 10 seconds for Private Apps/Service Keys

WORKS WELL WITH
4 SERVICES
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