HubSpot User Connector

Connect your own HubSpot account to Abacus.AI so that ChatLLM Teams chats with RouteLLM, the Abacus AI Agent and Custom Chatbots can read your CRM data (contacts, companies, deals, tickets and more) under your own identity.

Prerequisites

• Access to ChatLLM Teams
• A HubSpot account with CRM access
• To customize scopes: administrative access in Abacus.AI to create connectors

Scopes and permissions

The default scopes provide read-only access to all standard CRM objects (contacts, companies, deals, line items, products, quotes), record owners and object schemas. You approve them on HubSpot's consent screen when you connect, and the tool can only read records your HubSpot user can see.

An organization administrator can change the scopes that are requested with an optional config connector:

1. Navigate to the Connected Services Dashboard.
2. Click Add New Connector.
3. Select HubSpot from the "Select a Service" popup.
4. Toggle Config Only to Yes.
5. Select the Scopes you want to grant.
6. Click Create.

If you are happy with the default scopes, skip the config connector. Users who connected HubSpot before a scope change must reconnect it from Profile → User Connectors.

Use HubSpot in ChatLLM

Step 1 — Connect HubSpot

In ChatLLM Teams, click the Connectors link on the home page, or click your profile in the top right and navigate to Profile → User Connectors.

1. Scroll the connector list and click HubSpot.
2. A browser pop-up opens asking you to sign in to HubSpot and authorize Abacus.AI.
3. Review the requested permissions and click Allow (or Authorize).
4. After authorization completes, HubSpot appears under your connected services and is ready to use.

info

User connectors are configured once per user and run under your own identity. After the connector is set up, every chatbot and the Abacus AI Agent in your workspace can query data from it.

Step 2 — Chat with RouteLLM

1. Open a new chat in ChatLLM Teams.
2. From the model selector, choose RouteLLM (route-llm). RouteLLM automatically routes each request to the most suitable underlying model, and is available for unlimited use to ChatLLM subscribers.

3. Ask a question that references HubSpot, for example "List my HubSpot deals closing this month". RouteLLM invokes the HubSpot tool, fetches the data under your identity, and responds in chat.

The first time you query a newly connected service in a chat, you may be prompted to authorize the connector. Complete the sign-in once and the request continues automatically; subsequent requests reuse the connection.

tip

You don't need to train a Custom Chatbot to use HubSpot with RouteLLM. Once the connector is configured in the User Connectors panel, it is immediately available across your workspace chats and to the Abacus AI Agent.

Optional: use HubSpot in a purpose-built Custom Chatbot

If you want a dedicated bot with its own instructions and a restricted set of tools, train a Custom Chatbot in the Developer Platform and, under Advanced Options → Tool Use, select Hubspot_Tool. If you created a config connector, also pick it under **Config Connectors**. End users of that chatbot are prompted to sign in to HubSpot once, and the bot then acts under each user's own identity. See the Custom Chatbots guide for the full training and deployment walkthrough.

Supported HubSpot tool actions

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

Action	Description
get_account_info	Get connected HubSpot portal/account details
get_current_user	Get current OAuth user information
list_objects	List CRM objects (contacts, companies, deals, etc.)
get_object	Fetch a single CRM object by ID
search_objects	Search/filter CRM objects with queries and filters
batch_read	Batch read multiple CRM objects by ID
list_properties	List property definitions for an object type
get_property	Get a single property definition
list_owners	List HubSpot owners (users that can own records)
get_owner	Get a single owner by ID
list_associations	List 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

• 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: the tool can only access the CRM objects your HubSpot user has permission to view.

Troubleshooting

• Authorization fails or results look stale: remove HubSpot from Profile → User Connectors and connect it again.
• An object type cannot be read: verify the OAuth scopes (default or config connector) include that object, and that your HubSpot user can view it.