HubSpot
Search and manage CRM contacts, companies, deals, tickets, and record associations
Connect HubSpot for bounded CRM reads and writes. Swarmz supports contacts, companies, deals, tickets, and associations through shared project or published app-user connections.
Available operations
| Operation | What it does | Limit per minute |
|---|---|---|
search_objects | Searches CRM records with bounded filters | 10 |
get_object | Reads one record and selected properties | 30 |
create_object | Creates one CRM record | 10 |
update_object | Updates properties on one record | 10 |
archive_object | Archives one record | 10 |
list_associations | Lists one page of record associations | 30 |
create_association | Associates two records with one type | 15 |
Connect HubSpot
Ask the AI for a concrete CRM workflow and state whose HubSpot account it should use. A lead-capture app normally uses one shared company connection. A multi-tenant CRM tool may need each signed-in app user to connect their own HubSpot account.
Approve the requested HubSpot access during OAuth. For app-user mode, enter the published app's HTTPS origin and select Configure. Swarmz enables only the operation requested by the AI; requesting another capability later adds it to the project's allow-list.
Verify HubSpot
- Search for a known test contact or company.
- Read selected properties from that record.
- Create a disposable test contact, then update one property.
- If your app uses associations, associate the contact with a test company and list the association.
- Archive the disposable record.
If search succeeds but a write fails, reconnect with the matching HubSpot write permission. If a property is rejected, use its HubSpot internal name and a value accepted by that property's type.
Archived CRM records are changed provider data. Keep write approval during builds and enforce the published app's own roles before a server route creates, updates, archives, or associates records.