beam-ai-team/hubspot-crm

HubSpot CRM

Unified reference for all HubSpot CRM operations. All scripts live in hubspot-master/scripts/.

Replaces: hubspot-list-contacts, hubspot-create-contact, hubspot-update-contact, hubspot-search-contacts, hubspot-list-companies, hubspot-create-company, hubspot-search-companies, hubspot-list-deals, hubspot-create-deal, hubspot-update-deal, hubspot-search-deals, hubspot-create-deal-from-transcript, hubspot-list-emails, hubspot-log-email, hubspot-list-calls, hubspot-log-call, hubspot-list-notes, hubspot-create-note, hubspot-list-meetings, hubspot-create-meeting, hubspot-get-associations.

Contacts

# List contacts (paginated)
uv run python hubspot-master/scripts/list_contacts.py --limit 20
uv run python hubspot-master/scripts/list_contacts.py --limit 50 --properties email,firstname,lastname,company

# Create contact
uv run python hubspot-master/scripts/create_contact.py --email "[email protected]" --firstname Jane --lastname Doe --company "Acme"

# Update contact
uv run python hubspot-master/scripts/update_contact.py --id 12345 --email "[email protected]" --company "NewCorp"

# Search contacts
uv run python hubspot-master/scripts/search_contacts.py --email "[email protected]"
uv run python hubspot-master/scripts/search_contacts.py --name "Jane Doe"
uv run python hubspot-master/scripts/search_contacts.py --company "Acme" --limit 10

Companies

# List companies
uv run python hubspot-master/scripts/list_companies.py --limit 20

# Create company
uv run python hubspot-master/scripts/create_company.py --name "Acme Corp" --domain "acme.com" --industry "Technology"

# Search companies
uv run python hubspot-master/scripts/search_companies.py --name "Acme"
uv run python hubspot-master/scripts/search_companies.py --domain "acme.com"

Deals

# List deals
uv run python hubspot-master/scripts/list_deals.py --limit 20

# Create deal
uv run python hubspot-master/scripts/create_deal.py --name "Enterprise License" --amount 50000 --stage "appointmentscheduled"

# Update deal
uv run python hubspot-master/scripts/update_deal.py --id 67890 --stage "closedwon" --amount 55000

# Search deals
uv run python hubspot-master/scripts/search_deals.py --name "Enterprise"
uv run python hubspot-master/scripts/search_deals.py --stage "closedwon" --min-amount 10000

Create deal from transcript

Workflow (no dedicated script — compose from existing scripts):

1. Search for contact/company from transcript participants
2. Create deal with extracted details (name, value, stage)
3. Associate deal with contact and company via create_association.py (default label)

Delete (archive)

Deletes use CRM v3 archive-by-default. Always require explicit confirmation before running.

uv run python hubspot-master/scripts/delete_crm_object.py --object-type contacts --id 12345 --yes
uv run python hubspot-master/scripts/delete_crm_object.py --object-type deals --id 67890 --yes --json

Engagements

Emails

uv run python hubspot-master/scripts/list_emails.py --limit 20
uv run python hubspot-master/scripts/log_email.py --subject "Follow-up" --body "Thanks for the meeting" --direction EMAIL

Calls

uv run python hubspot-master/scripts/list_calls.py --limit 20
uv run python hubspot-master/scripts/log_call.py --title "Discovery call" --body "Discussed pricing" --duration 30

Notes

uv run python hubspot-master/scripts/list_notes.py --limit 20
uv run python hubspot-master/scripts/create_note.py --body "Key decision: proceeding with Enterprise plan"

Meetings

uv run python hubspot-master/scripts/list_meetings.py --limit 20
uv run python hubspot-master/scripts/create_meeting.py --title "Quarterly review" --start "2026-04-01T10:00:00Z" --end "2026-04-01T11:00:00Z"

Associations

# Get records associated with an object
uv run python hubspot-master/scripts/get_associations.py --object-type contacts --object-id 12345 --to-type deals
uv run python hubspot-master/scripts/get_associations.py --object-type deals --object-id 67890 --to-type companies

# Create default association (v4 batch — primary/generic label for the object pair)
uv run python hubspot-master/scripts/create_association.py --from-type contacts --from-id 12345 --to-type companies --to-id 67890
uv run python hubspot-master/scripts/create_association.py --from-type deals --from-id 111 --to-type contacts --to-id 222 --json

API Reference

All endpoints use https://api.hubapi.com with Bearer token auth.

| Resource | Operation | Method | Endpoint | |----------|-----------|--------|----------| | Contacts | list | GET | /crm/v3/objects/contacts | | Contacts | create | POST | /crm/v3/objects/contacts | | Contacts | update | PATCH | /crm/v3/objects/contacts/{id} | | Contacts | search | POST | /crm/v3/objects/contacts/search | | Companies | list | GET | /crm/v3/objects/companies | | Companies | create | POST | /crm/v3/objects/companies | | Companies | search | POST | /crm/v3/objects/companies/search | | Deals | list | GET | /crm/v3/objects/deals | | Deals | create | POST | /crm/v3/objects/deals | | Deals | update | PATCH | /crm/v3/objects/deals/{id} | | Deals | search | POST | /crm/v3/objects/deals/search | | Emails | list | GET | /crm/v3/objects/emails | | Emails | log | POST | /crm/v3/objects/emails | | Calls | list | GET | /crm/v3/objects/calls | | Calls | log | POST | /crm/v3/objects/calls | | Notes | list | GET | /crm/v3/objects/notes | | Notes | create | POST | /crm/v3/objects/notes | | Meetings | list | GET | /crm/v3/objects/meetings | | Meetings | create | POST | /crm/v3/objects/meetings | | Associations | get | GET | /crm/v4/objects/{type}/{id}/associations/{toType} | | Associations | create default | POST | /crm/v4/associations/{fromType}/{toType}/batch/associate/default | | Any object | delete (archive) | DELETE | /crm/v3/objects/{objectType}/{objectId} |

Pagination

All list endpoints support cursor-based pagination via --after. The scripts handle paging.next automatically when using --limit.

Search behavior

Search scripts use a smart fallback: when no filters are provided, they fall back to GET on the list endpoint (recent results). When filters are provided, they POST to the /search endpoint with filterGroups.