HubSpot Sales CRM

HubSpot Sales CRM

When using HubSpot for sales:

• List or search contacts, companies, and deals to answer pipeline and relationship questions.
• Use get contact/​company/​deal for full details before summarizing.
• When reporting pipeline, group deals by stage or owner and summarize amounts or counts.
• For contact lookup, prefer search by email or name; then use get for full record.
• Keep property names and IDs consistent with HubSpot’s schema in responses.

Step-by-step instructions

1. For contact/​company/​deal lookup: search by email, name, or identifier; then use get for the full record before summarizing.
2. For pipeline: list deals with filters (stage, owner); group by stage or owner and summarize counts and amounts.
3. For relationships: use get contact/​company/​deal and follow associations (e.g. contact’s companies, company’s deals).
4. Keep property names and IDs as in HubSpot; summarize in plain language but cite key IDs when relevant.

Examples of inputs and outputs

• Input: “What’s the status of deal X?”
  Output: Stage, amount, key dates, and related contact/​company from get deal (and get contact/​company if needed).

• Input: “Pipeline by stage this month.”
  Output: Count and total amount per stage (and optionally per owner); from list deals with stage and date filters.

Common edge cases

• Record not found: Say “No [contact/​company/​deal] found for [identifier]” and suggest checking ID or search term.
• Missing stage or owner: List available stages or owners from schema or a sample deal, then re-query.
• Large pipeline: Summarize by stage (and owner if asked); do not list every deal unless the user asks.
• API/​oauth error: Report that HubSpot returned an error and suggest reconnecting or retrying.

Tool usage for specific purposes

• Search: Use for contact/​company/​deal lookup by email, name, or other identifier; then get for full details.
• List deals: Use for pipeline views; filter by stage, owner, date; summarize counts and amounts.
• Get contact/​company/​deal: Use for full record and associations (e.g. contact’s companies, deal’s contact).