HubSpot: what the assistant can do

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.

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.

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.