HubSpot

Contacts, deals and where the pipeline moved. Reads, and writes you grant.

Connects with	OAuth, or a private app token
Reads	18 operations
Writes	11 operations, each granted separately
Irreversible	2 operations, granted separately
Personal data	Contacts, and the content of logged notes, calls, meetings and emails.
Data stays in	AWS Sydney (ap-southeast-2)

What it reads

• CRM records of these types: contacts, companies, deals, tickets, leads, quotes, products, line items, users, goal targets and feedback submissions. For each: the records, their properties, their associations, and search by text (a contact by email, a company by domain, a deal by name).
• Engagements logged against those records: notes, calls, meetings, tasks, emails and communications. Reading emails needs the sales-email-read scope, which is only requested if you tick an operation that uses it.
• The property definitions for each object, including dropdown options.
• Owners and teams, so a record’s owner id resolves to a person and a team.
• Pipelines and their stages.
• Sales forecasts and forecast types.
• Marketing campaigns, with each campaign’s engagement, attributed revenue and budget.
• Forms.
• Conversation inboxes and threads.
• The membership of a list (a segment built in HubSpot).

What it does not read

Workflows, sequences and the content of marketing emails. None has an operation in this connector.

What it writes

Each of these is a separate operation you grant or withhold.

• Create and update contacts, companies and deals.
• Log a meeting, a note or a task against a record, and update a task.
• Associate two records: a note to a deal, a contact to a company.

An update changes only the properties sent. A deal stage must be a stage of that deal’s pipeline. StoriBot is told to search for an existing record before creating one; HubSpot itself refuses a duplicate contact email.

Irreversible operations

Granted separately, and only where StoriBot may act unattended.

• Remove every association between two records. Nothing records what they were.
• Archive a record. HubSpot moves it to the portal’s recycle bin, which only a person in HubSpot can restore, and only for ninety days.

How you connect it

Connect with OAuth. From the Integrations page, choose Connect on HubSpot, tick the operations StoriBot may use, and approve at HubSpot signed in as yourself. HubSpot asks you which account to connect.

If you prefer, paste a private app access token instead. Create the private app under Settings, then Integrations, then Private apps, with the scopes for the operations you will grant.

What StoriBot will ask for

HubSpot’s consent screen lists the scopes the ticked operations need. Reads use the .read scopes for contacts, companies, deals, tickets, owners, forecasts, campaigns, forms, conversations, teams and lists. Writes use the matching .write scopes for contacts, companies and deals. No scope is requested for an operation you did not tick.

Changing the operations on an OAuth connection takes you back to HubSpot to approve the scopes the new list needs. A pasted private app token must already carry them.

Every operation

These are the names the Integrations page shows beside each tick box, in the order it lists them. Generated from the connector registry; do not edit by hand.

All 31 operations

Operation	Kind	What it does
list_objects	Read	List CRM records of one object type.
get_object	Read	Retrieve one CRM record by its numeric id.
list_properties	Read	Describe an object type: every property with its internal name, label, type, field type, group and, for a dropdown, radio or checkbox, its full list of options.
list_owners	Read	List the users records can be assigned to, with their id, name and email.
list_pipelines	Read	List the pipelines for an object type, each with its stages inline.
list_associations	Read	List the records of one type associated with a record, the contacts on a deal, the deals on a company, the tickets on a contact.
list_forecasts	Read	List sales forecast submissions, what each rep committed to for each period, against the forecast types from list_forecast_types.
list_forecast_types	Read	List the forecast categories a portal uses, commit, best case and so on, each with its id and label.
list_campaigns	Read	List marketing campaigns with their guid, name, status and dates.
get_campaign_metrics	Read	One campaign’s engagement over a window: sessions, new contacts and influenced contacts.
get_campaign_revenue	Read	Revenue attributed to one campaign over a window, from the deals it influenced, marketing return in one call.
get_campaign_budget	Read	One campaign’s budget and spend totals, side by side.
list_forms	Read	List the forms that capture leads, each with its id, name, type and creation date.
list_inboxes	Read	List the conversation inboxes, the shared queues that chat, email and form messages land in.
list_threads	Read	List conversation threads with their status, inbox, assignee and latest message time.
list_teams	Read	List the teams users belong to, each with its id, name and member ids.
list_list_memberships	Read	List the record ids in one list, a segment the customer built in HubSpot.
search_objects	Read	Find records of one type by text: a contact by email or name, a company by name or domain, a deal by name.
create_contact	Write	Create a contact, a new attendee from a call, say.
update_contact	Write	Update a contact’s standard properties, a new title, phone or owner learned on a call.
create_company	Write	Create a company.
update_company	Write	Update a company’s standard properties.
create_deal	Write	Create a deal.
update_deal	Write	Update a deal after a call: move the stage, revise the amount or close date, record the next step, reassign.
create_meeting	Write	Log a meeting that took place, the call itself, with its summary as the body and its outcome.
create_note	Write	Log a note, a decision, a summary, context for the next call.
create_task	Write	Create a follow-up task with a due date, and an owner from list_owners so it lands in someone’s queue.
update_task	Write	Update a task: mark it COMPLETED, move its due date, reassign it.
associate_records	Write	Attach two records with HubSpot’s default association for the pair: a meeting, note or task to the contact, company or deal it is about; a contact to a compa…
remove_association	Irreversible	Remove every association between two records, labels included, and nothing records what they were.
archive_object	Irreversible	Archive a record: a duplicate contact, a note or task logged in error.