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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.

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