hubspot-automation

HubSpot CRM Automation via Rube MCP

Automate HubSpot CRM workflows including contact/company management, deal pipeline tracking, ticket search, and custom property creation through Composio's HubSpot toolkit.

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active HubSpot connection via RUBE_MANAGE_CONNECTIONS with toolkit hubspot
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit hubspot
3. If connection is not ACTIVE, follow the returned auth link to complete HubSpot OAuth
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Create and Manage Contacts

When to use: User wants to create new contacts or update existing ones in HubSpot CRM

Tool sequence:

1. HUBSPOT_GET_ACCOUNT_INFO - Verify connection and permissions (Prerequisite)
2. HUBSPOT_SEARCH_CONTACTS_BY_CRITERIA - Search for existing contacts to avoid duplicates (Prerequisite)
3. HUBSPOT_READ_A_CRM_PROPERTY_BY_NAME - Check property metadata for constrained values (Optional)
4. HUBSPOT_CREATE_CONTACT - Create a single contact