The Autohive HubSpot integration connects your HubSpot CRM with Autohive’s automation platform, enabling:

  • Complete CRM automation - Manage contacts, companies, deals, and tickets through comprehensive CRUD operations across all major CRM objects
  • Advanced relationship mapping - Discover and manage complex associations between contacts, companies, deals, tickets, and activities using v4 Associations API
  • Notes and engagement tracking - Create, update, and retrieve notes across contacts, companies, and deals for complete interaction history
  • Deal pipeline management - Track deals from lead to close with automated stage progression, custom properties, and UTC date handling
  • Support ticket operations - Manage support tickets with conversation threading, comment addition, and full ticket lifecycle tracking
  • Lists and segmentation - Access marketing lists, export member data with contact details, and manage list memberships for dynamic and manual lists
  • Custom properties discovery - Retrieve all available properties including custom fields for contacts, companies, and deals with detailed metadata
  • Email communications - Access email conversation history and engagement data for comprehensive customer interaction tracking
  • Enterprise integration - OAuth 2.0 authentication, pagination support, intelligent rate limiting, and UTC date formatting for global operations

Install the integration

  1. Log in to Autohive and navigate to Your user profile > Connections or Your workspace -> Manage workspace

  2. Locate the HubSpot Integration card and click Connect

    List of integrations in Autohive

  3. Select your HubSpot account and click Choose Account

    HubSpot auth screen when authenticating with Autohive and HubSpot

  4. Review and approve permissions. Autohive requests access to:

    • Contacts: Read and write contact data, properties, and associations
    • Companies: Read and write company data, properties, and associations
    • Deals: Read and write deal data, pipelines, and custom properties
    • Tickets: Read and write ticket data and manage conversations
    • Notes: Create, read, update, and delete notes (engagements)
    • Lists: Access and manage marketing lists and list memberships
    • Owners: Read owner information for assignment and filtering
    • Conversations: Read and write conversation threads
    • Sales Email: Read sales email engagement data

    Ensure you approve all permissions required for the integration to function as expected.

  5. Confirm installation - you’ll be redirected to Autohive with “Connected” status displayed

Use the integration

You can now use the integration with your agents, workflows and scheduled tasks!

  1. Follow our Create your first agent guide on how to create an agent.
  2. In the ‘Agent settings’, scroll down to the ‘Add capabilities’ section and turn on the HubSpot capability. You can choose what individual HubSpot capabilites to turn on and off.
  3. Once the settings have been selected, begin prompting the agent of the workflow you’d like to achieve with Autohive and HubSpot!

Available capabilities

Contact Management

  • Create Contact: Add new contacts with detailed profile information including email, name, phone, company, and custom properties
  • Get Contact: Retrieve complete contact records with all standard and custom properties
  • Update Contact: Modify existing contact information while preserving data relationships and history
  • Search Contacts: Find specific contacts using text queries with pagination support up to 100 results
  • Get Recent Contacts: Retrieve recently created contacts sorted by creation date for tracking new leads
  • Add Contact to List: Add contacts to marketing lists for segmentation and campaign management
  • Get Contact Notes: Retrieve all notes associated with a contact for complete interaction history
  • Get Contact Emails: Access recent email conversations and engagement data for contacts
  • Get Contact Associations: Discover all related objects (companies, deals, tickets, tasks, emails, meetings) using v4 Associations API
  • Get Contact Properties: Retrieve all available contact properties including custom fields with detailed metadata

Company Management

  • Create Company: Add new companies with comprehensive business information including domain, industry, revenue, and employee count
  • Get Company: Retrieve complete company records with all standard and custom properties
  • Update Company: Modify company information while maintaining organizational relationships
  • Search Companies: Find companies using text queries with pagination and filtering capabilities
  • Search Companies by Owner: Find all companies associated with a specific owner by name
  • Get Company Notes: Retrieve all notes associated with a company for account history tracking
  • Get Company Associations: Discover all related objects (contacts, deals, tickets) for comprehensive account views
  • Get Company Properties: Retrieve all available company properties including custom fields for enhanced data access

Deal Management

  • Create Deal: Add new sales opportunities with deal value, stage, pipeline, and custom property support
  • Get Deal: Retrieve specific deals with comprehensive properties and UTC-formatted dates
  • Update Deal: Modify deal properties including stage, amount, and custom fields
  • Search Deals: Find deals using advanced filters including date ranges, amount ranges, pipeline, and stage with intelligent post-processing
  • Get Deals: Retrieve deals with comprehensive pagination, filtering by pipeline and date, and optional rate limiting for large datasets
  • Get Recent Deals: Access recently created or modified deals with sorting and filtering options
  • Get Deal Pipelines: Retrieve all deal pipelines and their stages for workflow configuration
  • Get Deal Notes: Access all notes associated with a deal for complete sales interaction history
  • Get Deal Associations: Discover all related objects (contacts, companies, line items, quotes) for deal context
  • Get Deal Properties: Retrieve all available deal properties including custom fields for advanced deal tracking

Ticket Management

  • Get Recent Tickets: Retrieve recent support tickets with filtering by status, priority, and comprehensive pagination
  • Get Ticket Conversation: Access complete conversation threads including all messages, notes, and replies with sender information
  • Add Ticket Comment: Add comments to ticket conversations with public/private visibility control

Notes Management

  • Create Note: Create new notes and associate them with contacts, companies, or deals simultaneously for comprehensive documentation
  • Update Note: Modify existing note content and properties while preserving creation history
  • Delete Note: Permanently remove notes from HubSpot with proper cleanup
  • Get Contact Notes: Retrieve all notes for a specific contact with UTC timestamps and pagination
  • Get Company Notes: Access all notes associated with a company for account documentation
  • Get Deal Notes: Retrieve all notes for deals to track sales interactions and discussions

Lists and Segments Management

  • Get Lists: Retrieve all available lists/segments with filtering by type (MANUAL, DYNAMIC, SNAPSHOT)
  • Get List: Access detailed information about a specific list including filter definitions for dynamic lists
  • Search Lists: Find lists by name and criteria with pagination support
  • Get List Members: Export list members with complete contact information including names, emails, and custom properties
  • Get List Memberships: Retrieve raw member IDs and timestamps for advanced use cases and bulk operations

Associations Management

  • Get Contact Associations: Retrieve all associated objects for a contact (companies, deals, tickets, tasks, notes, emails, meetings, calls)
  • Get Company Associations: Access all related objects for a company (contacts, deals, tickets, tasks, notes, emails)
  • Get Deal Associations: Discover all associated objects for a deal (contacts, companies, tickets, line items, quotes)

Properties Discovery

  • Get Contact Properties: Retrieve all available contact properties with metadata including custom fields, field types, and options
  • Get Company Properties: Access all company properties including custom fields for enhanced data discovery
  • Get Deal Properties: Retrieve all deal properties including custom fields for advanced deal management

Email Communications

  • Get Contact Emails: Retrieve recent email conversations for contacts with subject, content, timestamps, and direction (incoming/outgoing)

Key features

Comprehensive CRM Automation

  • Full CRUD operations across all major CRM modules (contacts, companies, deals, tickets, notes)
  • Advanced relationship mapping with v4 Associations API for complete customer context
  • Custom field support for all major objects with properties discovery capabilities
  • UTC date handling for global operations and consistent timezone management
  • Pagination support with intelligent rate limiting for large-scale data operations

Advanced Deal Pipeline Management

  • Complete deal lifecycle management from creation to close
  • Custom properties support for specialized business requirements
  • Deal pipeline and stage retrieval for workflow configuration
  • Advanced filtering by date ranges, amounts, pipelines, and stages
  • UTC date formatting for closedate, last contacted, and sales activity timestamps

Notes and Engagement Tracking

  • Create notes associated with multiple objects simultaneously (contact + company + deal)
  • Complete notes management with create, update, delete, and retrieval operations
  • Track engagement history across all CRM objects for comprehensive interaction records
  • UTC timestamp conversion for accurate time tracking across global teams

Lists and Segmentation

  • Access all list types: manual lists, dynamic lists, and snapshots
  • Export list members with complete contact details for analysis and campaigns
  • Pagination support for large lists (up to 10,000 members)
  • Filter lists by processing type for targeted segmentation workflows

Common use cases

Automated Lead Management

  • Capture contacts from multiple sources (website forms, marketing campaigns, referrals)
  • Automatically create and associate contacts with companies for organizational tracking
  • Add contacts to marketing lists based on qualification criteria and lead scoring
  • Track email engagement and conversation history for lead nurturing workflows

Sales Pipeline Automation

  • Automate deal creation from qualified leads and opportunities
  • Progress deals through sales stages based on activities and milestones
  • Add sales notes to deals documenting conversations, objections, and next steps
  • Track deal associations to see all related contacts, companies, and activities
  • Generate sales reports using custom deal properties and pipeline analytics

Customer Support Integration

  • Create and manage support tickets with complete conversation threading
  • Add notes to tickets documenting issue resolution and customer interactions
  • Retrieve ticket conversations for quality assurance and training purposes
  • Link tickets to contacts and companies for comprehensive customer support history

Account Management Workflows

  • Create comprehensive company records with detailed business information
  • Map organizational relationships using company associations to contacts and deals
  • Document account strategy and business context in company notes
  • Track account hierarchy and relationships for strategic account management
  • Search companies by owner for territory and account assignment workflows

Marketing Automation and Lists

  • Export marketing list members with complete contact details for campaign execution
  • Create dynamic segmentation based on contact properties and behaviors
  • Track list memberships and addition timestamps for engagement analysis
  • Coordinate marketing campaigns across multiple lists and segments

Relationship Discovery and Mapping

  • Use v4 Associations API to discover all relationships for any CRM object
  • Map complex customer journeys across contacts, companies, deals, and activities
  • Retrieve all emails, meetings, tasks, and notes associated with contacts
  • Build complete customer profiles by aggregating data from multiple CRM objects

Custom Properties and Data Analysis

  • Discover all custom properties for contacts, companies, and deals
  • Access custom field values for specialized business intelligence and reporting
  • Track custom metrics and KPIs specific to your business processes
  • Export data with custom properties for external analysis and business intelligence tools

Disconnect the integration

Important: Disconnecting stops data synchronization but preserves existing data in both systems.

  1. Navigate to Your user profile -> Connections or Your workspace -> Manage workspace
  2. Find the HubSpot Integration
  3. Click Disconnect and confirm

Data Impact: Existing data remains unchanged in both systems, but sync stops and Autohive loses HubSpot API access.

Uninstall the app

From HubSpot: Follow the HubSpot Knowledge Base article on uninstalling connected apps