crm_sync
Push won deals, hot leads, or all campaign contacts to HubSpot as contacts and deals, with duplicate tracking and conversation notes.
Instructions
Sync campaign contacts and deals to HubSpot CRM.
Pushes won deals, hot leads, or all contacts to HubSpot as contacts + deals.
Tracks sync status to avoid duplicates. Includes conversation history as notes.
Supports CRM integration, deal pipeline sync, and lead handoff to sales teams.
First-time setup: create a HubSpot Private App with CRM scopes
(contacts, deals, notes), then pass the access token here.
The key is saved for future syncs.
Args:
campaign_id: Campaign to sync. Uses the most recent if empty.
filter: Which contacts to sync: "won" (default), "hot_leads", or "all".
hubspot_api_key: Optional — your HubSpot Private App access token.
Only needed on first use; saved for future syncs.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| filter | No | won | |
| campaign_id | No | ||
| hubspot_api_key | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |