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Automate HubSpot CRM operations (contacts, companies, deals, tickets, properties) via Rube MCP using Composio integration.

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name:hubspot-automationdescription:"Automate HubSpot CRM operations (contacts, companies, deals, tickets, properties) via Rube MCP using Composio integration."requires:mcp:[rube]

HubSpot CRM Automation via Rube MCP

Automate HubSpot CRM workflows including contact/company management, deal pipeline tracking, ticket search, and custom property creation through Composio's HubSpot toolkit.

Prerequisites

  • Rube MCP must be connected (RUBE_SEARCH_TOOLS available)

  • Active HubSpot connection via RUBE_MANAGE_CONNECTIONS with toolkit hubspot

  • Always call RUBE_SEARCH_TOOLS first to get current tool schemas

    • Setup

    Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.


  • Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds

  • Call RUBE_MANAGE_CONNECTIONS with toolkit hubspot

  • If connection is not ACTIVE, follow the returned auth link to complete HubSpot OAuth

  • Confirm connection status shows ACTIVE before running any workflows

    • Core Workflows

    1. Create and Manage Contacts

    When to use: User wants to create new contacts or update existing ones in HubSpot CRM

    Tool sequence:

  • HUBSPOT_GET_ACCOUNT_INFO - Verify connection and permissions (Prerequisite)

  • HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA - Search for existing contacts to avoid duplicates (Prerequisite)

  • HUBSPOT_READ_A_CRM_PROPERTY_BY_NAME - Check property metadata for constrained values (Optional)

  • HUBSPOT_CREATE_CONTACT - Create a single contact (Required)

  • HUBSPOT_CREATE_CONTACTS - Batch create contacts up to 100 (Alternative)

    • Key parameters:

  • HUBSPOT_CREATE_CONTACT: properties object with email, firstname, lastname, phone, company

  • HUBSPOT_CREATE_CONTACTS: inputs array of {properties} objects, max 100 per batch

  • HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA: filterGroups array with {filters: [{propertyName, operator, value}]}, properties array of fields to return

    • Pitfalls:

  • Max 100 records per batch; chunk larger imports

  • 400 'Property values were not valid' if using incorrect property names or enum values

  • Always search before creating to avoid duplicates

  • Auth errors from GET_ACCOUNT_INFO mean all subsequent calls will fail

    • 2. Manage Companies

    When to use: User wants to create, search, or update company records

    Tool sequence:

  • HUBSPOT_SEARCH_COMPANIES - Search existing companies (Prerequisite)

  • HUBSPOT_CREATE_COMPANIES - Batch create companies, max 100 (Required)

  • HUBSPOT_UPDATE_COMPANIES - Batch update existing companies (Alternative)

  • HUBSPOT_GET_COMPANY - Get single company details (Optional)

  • HUBSPOT_BATCH_READ_COMPANIES_BY_PROPERTIES - Bulk read companies by property values (Optional)

    • Key parameters:

  • HUBSPOT_CREATE_COMPANIES: inputs array of {properties} objects, max 100

  • HUBSPOT_SEARCH_COMPANIES: filterGroups, properties, sorts, limit, after (pagination cursor)

    • Pitfalls:

  • Max 100 per batch; chunk larger sets

  • Store returned IDs immediately for downstream operations

  • Property values must match exact internal names, not display labels

    • 3. Manage Deals and Pipeline

    When to use: User wants to search deals, view pipeline stages, or track deal progress

    Tool sequence:

  • HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE - Map pipeline and stage IDs/names (Prerequisite)

  • HUBSPOT_SEARCH_DEALS - Search deals with filters (Required)

  • HUBSPOT_RETRIEVE_PIPELINE_STAGES - Get stage details for one pipeline (Optional)

  • HUBSPOT_RETRIEVE_OWNERS - Get owner/rep details (Optional)

  • HUBSPOT_GET_DEAL - Get single deal details (Optional)

  • HUBSPOT_LIST_DEALS - List all deals without filters (Fallback)

    • Key parameters:

  • HUBSPOT_SEARCH_DEALS: filterGroups with filters on pipeline, dealstage, createdate, closedate, hubspot_owner_id; properties, sorts, limit, after

  • HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE: objectType set to 'deals'

    • Pitfalls:

  • Results nested under response.data.results; properties are often strings (amounts, dates)

  • Stage IDs may be readable strings or opaque numeric IDs; use label field for display

  • Filters must use internal property names (pipeline, dealstage, createdate), not display names

  • Paginate via paging.next.after until absent

    • 4. Search and Filter Tickets

    When to use: User wants to find support tickets by status, date, or criteria

    Tool sequence:

  • HUBSPOT_SEARCH_TICKETS - Search with filterGroups (Required)

  • HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE - Discover available property names (Fallback)

  • HUBSPOT_GET_TICKET - Get single ticket details (Optional)

  • HUBSPOT_GET_TICKETS - Bulk fetch tickets by IDs (Optional)

    • Key parameters:

  • HUBSPOT_SEARCH_TICKETS: filterGroups, properties (only listed fields are returned), sorts, limit, after

    • Pitfalls:

  • Incorrect propertyName/operator returns zero results without errors

  • Date filtering may require epoch-ms bounds; mixing formats causes mismatches

  • Only fields in the properties array are returned; missing ones break downstream logic

  • Use READ_ALL_PROPERTIES to discover exact internal property names

    • 5. Create and Manage Custom Properties

    When to use: User wants to add custom fields to CRM objects

    Tool sequence:

  • HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE - List existing properties (Prerequisite)

  • HUBSPOT_READ_PROPERTY_GROUPS_FOR_OBJECT_TYPE - List property groups (Optional)

  • HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE - Create a single property (Required)

  • HUBSPOT_CREATE_BATCH_OF_PROPERTIES - Batch create properties (Alternative)

  • HUBSPOT_UPDATE_SPECIFIC_CRM_PROPERTY - Update existing property definition (Optional)

    • Key parameters:

  • HUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPE: objectType, name, label, type (string/number/date/enumeration), fieldType, groupName, options (for enumerations)

    • Pitfalls:

  • Property names are immutable after creation; choose carefully

  • Enumeration options must be pre-defined with value and label

  • Group must exist before assigning properties to it

    • Common Patterns

    ID Resolution


  • Property display name → internal name: Use HUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPE

  • Pipeline name → pipeline ID: Use HUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPE

  • Stage name → stage ID: Extract from pipeline stages response

  • Owner name → owner ID: Use HUBSPOT_RETRIEVE_OWNERS

    • Pagination


  • Search endpoints use cursor-based pagination

  • Follow paging.next.after until absent

  • Typical limit: 100 records per page

  • Pass after value from previous response to get next page

    • Batch Operations


  • Most create/update endpoints support batching with max 100 records per call

  • For larger datasets, chunk into groups of 100

  • Store returned IDs from each batch before proceeding

  • Use batch endpoints (CREATE_CONTACTS, CREATE_COMPANIES, UPDATE_COMPANIES) instead of single-record endpoints for efficiency

    • Known Pitfalls

  • Property names: All search/filter endpoints use internal property names, NOT display labels. Always call READ_ALL_PROPERTIES_FOR_OBJECT_TYPE to discover correct names

  • Batch limits: Max 100 records per batch operation. Larger sets must be chunked

  • Response structure: Search results are nested under response.data.results with properties as string values

  • Date formats: Date properties may be epoch-ms or ISO strings depending on endpoint. Parse defensively

  • Immutable names: Property names cannot be changed after creation. Plan naming conventions carefully

  • Cursor pagination: Use paging.next.after cursor, not page numbers. Continue until after is absent

  • Duplicate prevention: Always search before creating contacts/companies to avoid duplicates

  • Auth verification: Run HUBSPOT_GET_ACCOUNT_INFO first; auth failures cascade to all subsequent calls

    • Quick Reference

    TaskTool SlugKey Params
    Create contactHUBSPOT_CREATE_CONTACTproperties: {email, firstname, lastname}
    Batch create contactsHUBSPOT_CREATE_CONTACTSinputs: [{properties}] (max 100)
    Search contactsHUBSPOT_SEARCH_CONTACTS_BY_CRITERIAfilterGroups, properties, limit, after
    Create companiesHUBSPOT_CREATE_COMPANIESinputs: [{properties}] (max 100)
    Search companiesHUBSPOT_SEARCH_COMPANIESfilterGroups, properties, after
    Search dealsHUBSPOT_SEARCH_DEALSfilterGroups, properties, after
    Get pipelinesHUBSPOT_RETRIEVE_ALL_PIPELINES_FOR_SPECIFIED_OBJECT_TYPEobjectType: 'deals'
    Search ticketsHUBSPOT_SEARCH_TICKETSfilterGroups, properties, after
    List propertiesHUBSPOT_READ_ALL_PROPERTIES_FOR_OBJECT_TYPEobjectType
    Create propertyHUBSPOT_CREATE_PROPERTY_FOR_SPECIFIED_OBJECT_TYPEobjectType, name, label, type, fieldType
    Get ownersHUBSPOT_RETRIEVE_OWNERSNone
    Verify connectionHUBSPOT_GET_ACCOUNT_INFONone