Playbook

HubSpot CRM - Agent Guidance

Goal	Operation	Notes
Create a company	`hubspot_create_company`	Use `website_url` when you want HubSpot to infer the domain.
Create a contact	`hubspot_create_contact`	Prefer `email` for stable identity matching.
Create a deal	`hubspot_create_deal`	Use `deal_stage` and `deal_probability` only when you know the pipeline.
Create a note	`hubspot_create_note`	`time_stamp` is required. Add associations to place it on a record timeline.
Create a task	`hubspot_create_task`	`task_type` should usually be `TODO`.
Update a record	`hubspot_update_*`	Always include `id` and only the fields you want to change.
Delete a record	`hubspot_delete_*`	Hard delete only when the target should disappear from HubSpot.
Browse records	`hubspot_list_*`	Use for paging and record inspection.
Fetch one record	`hubspot_get_object`	Best when you already have the record ID.
Search records	`hubspot_search_objects`	Best for fuzzy lookups and filters.

HubSpot normalizes most writes to CRM property names such as firstname, lastname, hubspot_owner_id, and dealstage.
For object-heavy workflows, prefer search_objects over broad listing when you need filters or quick lookup by email/domain.
The list_objects and get_object helpers work for standard objects and custom objects when you know the object type.
When using notes or tasks, add associations up front so the activity lands on the right record timeline.