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HubSpot User Connector Setup Guide

This guide provides step-by-step instructions for creating and configuring a HubSpot user connector with Abacus.AI's ChatLLM platform.

Use HubSpot directly in chat — no Custom Chatbot required

Once HubSpot is connected from Profile → User Connectors, it works straight away in ChatLLM Teams chats with RouteLLM selected, and with the Abacus AI Agent.

  1. In ChatLLM Teams, click Connectors on the home page (or go to Profile → User Connectors) and connect HubSpot.
  2. Open a new chat and select RouteLLM (route-llm) from the model selector.
  3. Ask a question about your HubSpot data — for example "List my HubSpot deals closing this month". The first time you query it you may be asked to authorize the connector; complete the sign-in once and the request continues automatically.

The Custom Chatbot steps below are only needed when you want a purpose-built bot with its own instructions and a restricted set of tools. See the User Connectors guide for the full walkthrough.

Prerequisites​

Before starting, ensure you have access to:

  • Abacus.AI platform
  • A valid HubSpot account with CRM access
  • Administrative access to create connectors and projects

Config Connector Setup (Optional)​

If you want to customize the OAuth scopes for your HubSpot user connector, set up a config connector first:

  1. Navigate to the Abacus.AI Connected Services Dashboard.
  2. Click on the "Add New Connector" button.
  3. Select the "HubSpot" option from the "Select a Service" popup.
  4. Toggle Config Only to "Yes".
  5. Select the Scopes you want to grant. The default scopes provide read-only access to all standard CRM objects (contacts, companies, deals, line items, products, quotes), record owners, and object schemas.
  6. Click "Create" to save the config connector.

Note: If you are happy with the default scopes, you can skip the config connector setup and proceed directly to the steps below.

Step-by-Step Instructions​

1. Navigate to Projects Page​

Navigate to the projects page by clicking on the ABACUS.AI logo.

2. Create New Project​

Click on "Create a new project" to begin setting up your ChatLLM project.

3. Select Project Type​

Choose GenAI --> Custom Chatbot option from the available project types.

4. Configure Project Name​

Enter a descriptive name for your project that reflects its purpose.

5. Skip to Dashboard​

Select "Skip to project dashboard" to proceed directly to the project configuration.

6. Access Model Training​

  1. Click on the Model option in the left toolbar
  2. Select "Train Model" in the top right corner of the page

7. Configure Advanced Options​

Navigate through the following menu structure:

  • Select Advanced Option
  • Choose Tool Use
  • Select Hubspot_Tool
  • (Optional) Navigate to Config Connectors and pick the connector configured in the Config Connector Setup step.

8. Initiate Model Training​

Click on "Train Model" to begin the training process.

9. Access Trained Model​

Once training is complete:

  1. Click on Models in the navigation
  2. Select your newly trained model

10. Create Deployment​

Click on "Create a new deployment" to make your model available for use.

11. Configure Deployment Type​

  1. Select "Offline Batch + Realtime" deployment option
  2. Click "Next" to proceed

12. Name Your Deployment​

Enter a user-friendly name that your end users will see, then click "Deploy".

13. Monitor Deployment Status​

  1. Return to your model by clicking Models → [Your Model Name]
  2. Wait for the deployment status to show as "Active"
  3. Click on the deployment name once active

14. Access Prediction Dashboard​

Click on the "Prediction Dash" option under the Deployment section.

15. Test Your Bot​

Click on "Go to Abacus.AI Chat" to access the testing interface.

16. Start Using the Chatbot​

  • Enter your questions or prompts in the chat interface
  • Note: Each user will be prompted to log in to HubSpot once for authentication

Supported HubSpot Tool Actions​

The HubSpot user connector provides the following read-only actions through the AI agent:

ActionDescription
get_account_infoGet connected HubSpot portal/account details
get_current_userGet current OAuth user information
list_objectsList CRM objects (contacts, companies, deals, etc.)
get_objectFetch a single CRM object by ID
search_objectsSearch/filter CRM objects with queries and filters
batch_readBatch read multiple CRM objects by ID
list_propertiesList property definitions for an object type
get_propertyGet a single property definition
list_ownersList HubSpot owners (users that can own records)
get_ownerGet a single owner by ID
list_associationsList associations between objects

Supported Object Types​

The tool supports these standard CRM objects (case-insensitive): Contacts, Companies, Deals, Tickets, Products, Line Items, Quotes, as well as custom objects via their fully-qualified type ID.

Important Notes​

  • Authentication: Users will need to authenticate with HubSpot on their first interaction
  • Read-Only Access: The HubSpot tool provides read-only access — create, update, and delete operations are not supported
  • Rate Limits: HubSpot enforces API rate limits; the tool automatically retries with backoff when limits are hit
  • Permissions: Ensure your HubSpot account has the necessary CRM permissions for the objects you want to access

Troubleshooting​

If you encounter issues:

  1. Check deployment status is "Active"
  2. Ensure proper authentication credentials — re-authenticate if prompted
  3. Review HubSpot permissions and access rights
  4. Verify the OAuth scopes include access to the CRM objects you want to query