# HubSpot: what the assistant can do

> Everything the assistant can do in HubSpot by text: 22 actions, with example texts, the HubSpot API call behind each one, and which ones ask first or can be undone.

Source: https://asktack.com/docs/actions/hubspot/

In HubSpot, the assistant can find a contact, find a company, add a contact, log a visit, create a follow-up task, move a deal, create a deal, add a company, update a company, update a contact, link a contact to a company, log a call, add a meeting, complete a task, reschedule a task, change a deal, list open deals, see recent activity, list your tasks, add a note, hand off a record and attach a photo or file. You ask by text, in your own words.

**Status:** Available. How to connect, permissions and limits: [HubSpot](https://asktack.com/docs/integrations/hubspot/).

| What it does | Asks first? | Undo |
|---|---|---|
| Find a contact | No | – |
| Find a company | No | – |
| Add a contact | If unsure | 10 minutes |
| Log a visit | If unsure | 10 minutes |
| Create a follow-up task | If unsure | 10 minutes |
| Move a deal | If unsure | 10 minutes |
| Create a deal | If unsure | 10 minutes |
| Add a company | If unsure | 10 minutes |
| Update a company | If unsure | 10 minutes |
| Update a contact | If unsure | 10 minutes |
| Link a contact to a company | If unsure | 10 minutes |
| Log a call | If unsure | 10 minutes |
| Add a meeting | If unsure | 10 minutes |
| Complete a task | If unsure | 10 minutes |
| Reschedule a task | If unsure | 10 minutes |
| Change a deal | If unsure | 10 minutes |
| List open deals | No | – |
| See recent activity | No | – |
| List your tasks | No | – |
| Add a note | If unsure | 10 minutes |
| Hand off a record | If unsure | 10 minutes |
| Attach a photo or file | If unsure | 10 minutes |

Asking first and undo follow the same rules for every tool: see [Confirmations and undo](https://asktack.com/docs/confirmations-and-undo/).

## Find a contact

Looks up a contact by name, email, phone or company and replies with their phone, email, company and title.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **HubSpot API call:** `POST /crm/objects/2026-09/contacts/search`
- **Action name:** `hubspot.find_contact`

**Example texts:**

- "what's Dana Whitfield's number?"
- "email for Mike at Lone Star Hardware?"
- "look up the buyer at Acme Supply in HubSpot"

## Find a company

Looks up a company by name, domain or phone and replies with its phone, website and location.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **HubSpot API call:** `POST /crm/objects/2026-09/companies/search`
- **Action name:** `hubspot.find_company`

**Example texts:**

- "look up Acme Supply in HubSpot"
- "what's the main number for Brazos Builders?"
- "is Lone Star Hardware in the CRM?"

## Add a contact

Adds a new contact with their phone, email, title and the company they work for.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `POST /crm/objects/2026-09/contacts`
- **Action name:** `hubspot.create_contact`

**Example texts:**

- "add Dana Whitfield, purchasing at Acme Supply, 512-555-0142"
- "new contact: Jason Lee jlee@brazosbuilders.com"
- "save Maria Gomez from Gulf Coast Distributors as a contact, her cell is 713-555-0199"

## Log a visit

Logs how an in-person visit went on a contact, company or deal.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `POST /crm/objects/2026-09/notes`
- **Action name:** `hubspot.log_visit`

**Example texts:**

- "log my visit with Acme, they want 200 units"
- "met with Dana at Brazos Builders, she's ready to sign after the board meeting"
- "stopped by Lone Star Hardware this morning, talked to Tom about the spring order"

## Create a follow-up task

Creates a task with a due date, optionally tied to a contact, company or deal.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `POST /crm/objects/2026-09/tasks`
- **Action name:** `hubspot.create_task`

**Example texts:**

- "remind me to send Acme pricing Friday"
- "urgent: get Shah Fabrication a revised quote by Thursday"
- "email Jason Lee the samples tracking number Monday morning"

## Move a deal

Moves a deal to another pipeline stage, including closed won or closed lost.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `PATCH /crm/objects/2026-09/deals/{dealId}`
- **Action name:** `hubspot.update_deal_stage`

**Example texts:**

- "move the Acme deal to proposal"
- "mark Brazos Builders closed won!"
- "Lone Star Hardware deal is lost, they went with a competitor"

## Create a deal

Creates a deal with an amount, stage and close date, linked to a company or contact.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `POST /crm/objects/2026-09/deals`
- **Action name:** `hubspot.create_deal`

**Example texts:**

- "new deal for Acme, 200 units, $40k, closing end of November"
- "create a deal with Brazos Builders for the Round Rock job, 85k, proposal stage"
- "open an opportunity for Lone Star Hardware spring order $12,500"

## Add a company

Adds a new company (account) with its website, phone and city.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `POST /crm/objects/2026-09/companies`
- **Action name:** `hubspot.create_company`

**Example texts:**

- "add Gulf Coast Distributors as a company, gulfcoastdist.com"
- "new account: Shah Fabrication in Round Rock, 512-555-0130"
- "create a company called Amy's Birds"

## Update a company

Changes a company's name, website, main phone or address.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `PATCH /crm/objects/2026-09/companies/{companyId}`
- **Action name:** `hubspot.update_company`

**Example texts:**

- "Acme Supply's new number is 512-555-0111"
- "update Brazos Builders address to 1400 Industrial Blvd, Round Rock"
- "Lone Star Hardware website is lonestarhw.com"

## Update a contact

Changes a contact's email, phone, cell, job title or a misspelled name.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `PATCH /crm/objects/2026-09/contacts/{contactId}`
- **Action name:** `hubspot.update_contact`

**Example texts:**

- "Dana Whitfield's new email is dana.w@acmesupply.com"
- "update Tom Becker's cell to 512-555-0188"
- "Jason Lee is now the purchasing manager"

## Link a contact to a company

Links a contact you already have to a company you already have, so they show up under it.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `PUT /crm/objects/2026-09/contacts/{contactId}/associations/default/companies/{companyId}`
- **Action name:** `hubspot.associate_contact_company`

**Example texts:**

- "add Amy to Amy's Birds"
- "Dana Whitfield works at Acme Supply now, link her"
- "associate Tom Becker with Lone Star Hardware"

## Log a call

Logs a phone call that already happened, with what was said, on a contact, company or deal.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `POST /crm/objects/2026-09/calls`
- **Action name:** `hubspot.log_call`

**Example texts:**

- "log a call with Jason Lee: wants samples sent to the Round Rock site"
- "just talked to Dana at Acme on the phone, PO coming Monday"
- "Tom from Lone Star Hardware called me, needs the spring order moved up a week"

## Add a meeting

Books an upcoming meeting or logs one that happened, with its time, on a contact, company or deal. No invite is sent.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `POST /crm/objects/2026-09/meetings`
- **Action name:** `hubspot.log_meeting`

**Example texts:**

- "set a meeting with Dana Whitfield Tuesday at 2 for an hour"
- "book a pricing review with Brazos Builders Nov 4 at 10am"
- "log a 30 min meeting with Tom at Lone Star this morning at 9, went over the spring order"

## Complete a task

Marks one of your open tasks done, found by what it's about or who it's for.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `PATCH /crm/objects/2026-09/tasks/{taskId}`
- **Action name:** `hubspot.complete_task`

**Example texts:**

- "mark the Acme pricing task done"
- "done with the follow up for Dana Whitfield"
- "sent Shah Fabrication their revised quote, check that off"

## Reschedule a task

Moves one of your open tasks to a new due date or time, or changes its priority.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `PATCH /crm/objects/2026-09/tasks/{taskId}`
- **Action name:** `hubspot.update_task`

**Example texts:**

- "push the Acme pricing task to Monday"
- "move my Dana follow-up to Thursday at 3"
- "make the Shah Fabrication quote task high priority"

## Change a deal

Changes a deal's amount or expected close date (and its owner, if you say so in the same text).

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `PATCH /crm/objects/2026-09/deals/{dealId}`
- **Action name:** `hubspot.update_deal`

**Example texts:**

- "Acme deal is now 45k"
- "push the Brazos Builders close date to Dec 15"
- "Gulf Coast fleet renewal: 62,500, closing Nov 20"

## List open deals

Lists open deals with amount, stage and close date, for a company or contact or all of yours.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **HubSpot API call:** `POST /crm/objects/2026-09/deals/search`
- **Action name:** `hubspot.list_deals`

**Example texts:**

- "what deals do we have open with Acme Supply?"
- "Dana Whitfield's open deals"
- "show me my pipeline"

## See recent activity

Shows the latest notes, calls and meetings logged on a contact, company or deal.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **HubSpot API call:** `POST /crm/objects/2026-09/notes/search`
- **Action name:** `hubspot.recent_activity`

**Example texts:**

- "what's the latest with Acme Supply?"
- "when did I last talk to Dana Whitfield"
- "recent activity on the Gulf Coast deal"

## List your tasks

Lists your open tasks due by a date (today if you don't say), overdue ones included.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **HubSpot API call:** `POST /crm/objects/2026-09/tasks/search`
- **Action name:** `hubspot.list_tasks`

**Example texts:**

- "what are my HubSpot tasks today?"
- "what follow-ups do I have this week"
- "anything overdue in HubSpot?"

## Add a note

Saves a fact or remark (a preference, a gate code, what they asked for) as a note on a contact, company or deal.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `POST /crm/objects/2026-09/notes`
- **Action name:** `hubspot.add_note`

**Example texts:**

- "note on Amy's Birds: wants a quote for 3 cages in spring"
- "add a note to Dana Whitfield: prefers texts over calls"
- "note on the Gulf Coast deal: pricing approved, waiting on PO"

## Hand off a record

Makes a teammate (or you) the owner of a contact, company or deal.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `PATCH /crm/objects/2026-09/{contacts|companies|deals}/{id}`
- **Action name:** `hubspot.assign_owner`

**Example texts:**

- "give the Garcia deal to Mike"
- "assign Acme Supply to Sarah Chen"
- "make Jake the owner of Dana Whitfield"

## Attach a photo or file

Puts the photos or files you text (a site photo, a signed quote, a business card) on a contact, company or deal.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **HubSpot API call:** `POST /files/2026-09/files`
- **Action name:** `hubspot.attach_file`

**Example texts:**

- "[photo] put this on Amy's Birds"
- "[2 photos] attach these to the Garcia deal, the north fence"
- "[PDF] save the signed quote to Brazos Builders"

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*This list is generated from the code that runs each action, so it's always current.*