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Setup

1

Create a Private App in HubSpot

  1. Go to Settings → Integrations → Private Apps in HubSpot
  2. Click Create a private app
  3. Name it “Orova Integration”
  4. Under Scopes, enable: crm.objects.contacts, crm.objects.deals, crm.objects.companies
  5. Click Create app and copy the access token
2

Add credentials in Orova

Go to Settings → Integrations → HubSpot and paste your access token.
3

Create a tool

Go to Tools → Create Tool and select the HubSpot template.
4

Assign to your agent

In your agent’s settings, add the HubSpot tool.

Available tools

ToolDescription
search_contactsSearch contacts by name, email, or phone
get_contactGet contact details by ID
create_contactCreate a new contact
update_contactUpdate contact properties
search_companiesSearch companies
get_companyGet company details
create_companyCreate a new company
search_dealsSearch deals
get_dealGet deal details
create_dealCreate a new deal
update_dealUpdate deal properties
get_deal_pipelineGet deal pipeline stages
search_ticketsSearch support tickets
get_ticketGet ticket details
create_ticketCreate a support ticket
create_noteCreate a note on a record
create_taskCreate a task
get_ownersList HubSpot owners

Example conversation

User: “Can you look up John Smith in our CRM?” Agent: calls search_contacts with query “John Smith” Agent: “I found John Smith — he’s a Sales Manager at Acme Corp. His email is [email]. Would you like me to create a deal for him?”