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Beyond-Bot.ai + hubspot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to hubspot.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in hubspot.
Trigger Workflows
Start automated workflows in hubspot based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within hubspot.
Add Asset Association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Add Token To Event Template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive Email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive A Batch Of Emails By Id
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive A Batch Of Quotes By Id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive Batch Of Companies By Id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive Batch Of Contacts By Id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive Batch Of Deals By Id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Archive Batch Of Feedback Submissions By Id
Asynchronously archives a batch of hubspot feedback submissions using their unique ids, which must correspond to valid and existing submissions; the operation is queued, and submissions are moved from active views without being deleted.
Archive Batch Of Line Items By Id
Archives a batch of existing line items by their unique ids in hubspot crm; this operation is irreversible via the api.
Archive Batch Of Objects By Id
Archives a batch of existing, non-archived crm objects of a specified `objecttype` by their ids, effectively hiding them from active use.
Archive Batch Of Properties
Archives a batch of properties by their internal names for a specified hubspot crm object type; this operation is idempotent and safe to retry.
Archive Batch Of Tickets By Id
Deprecated: please use 'archive tickets' instead.
Archive Batch Products By Id
Deprecated: please use 'archive products' instead.
Archive Company
Archives an existing company in hubspot crm by its `companyid`, moving it to a recycling bin from which it can be restored, rather than permanently deleting it.
Archive Contact By Id
Archives a contact in hubspot crm by its id, moving it to the recycling bin; this is generally irreversible via api and removes the contact from active use.
Archive A Crm Object By Id
Archives a specific hubspot crm object by its type and id, moving it to the recycling bin; this action is irreversible via the api but objects can often be restored via the hubspot ui.
Archive Emails
Archives multiple hubspot emails by their ids.
Archive Feedback Submission
Archives an existing, non-archived feedback submission in hubspot crm by its id, moving it to the recycling bin (not permanently deleting it).
Archive Line Item By Id
Archives a specific hubspot line item by its id, moving it to a recoverable state.
Archive Product
Archives a hubspot product by its id.
Archive Product By Product Id
Deprecated: please use 'archive product' instead.
Archive Products
Archives multiple hubspot products by their ids.
Archive Property By Object Type And Name
Archives a specified crm property by its object type and name, moving it to the recycling bin; note that some default hubspot properties cannot be archived.
Archive Property Group
Archives a hubspot property group, making it inactive and hidden (not permanently deleted, allowing potential restoration) with immediate effect on its crm visibility and usability.
Archive Quote Object By Id
Archives a hubspot quote object by id to the recycling bin; this is api-irreversible and may need manual restoration.
Archive Ticket
Archives a hubspot ticket by its id.
Archive Ticket By Id
Deprecated: please use 'archive ticket' instead.
Archive Tickets
Archives multiple hubspot tickets by their ids.
Audit Pipeline Changes By Id
Retrieves a reverse chronological audit log of all changes for a specific, existing hubspot crm pipeline, which is identified by its `pipelineid` and a valid `objecttype` that supports pipelines (e.g., 'deals', 'tickets').
Batch Read Companies By Properties
Batch-retrieves hubspot company records by their ids, allowing custom id properties, specific properties to fetch, and historical data.
Read Batch Emails
Retrieves a batch of hubspot email objects by their internal ids or values of a specified unique property, allowing targeted property selection, including historical data.
Batch Update Quotes
Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.
Campaign Search
Deprecated: please use 'search campaigns' instead.
Cancel Active Import
Cancels an active hubspot data import job using its `importid`; this action is irreversible, and any data already processed will remain.
Clone Marketing Email
Duplicates an existing hubspot marketing email, identified by its `id`, into a new draft; an optional `clonename` can be assigned to this new email copy.
Configure Calling Extension Settings
Configures or updates settings for a hubspot app's calling extension, including its name, ui url, iframe dimensions, `isready` status, and `supportscustomobjects` flag, for the specified `appid`.
Create
Deprecated: please use 'create email' instead.
Create A Batch Of Campaigns
Deprecated: please use 'create campaigns' instead.
Create A Batch Of Companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Create Batch Of Contacts
Deprecated: use the `create batch of contacts` action instead. creates multiple hubspot contact records.
Create A Batch Of Emails
Deprecated: please use 'create emails' instead.
Create A/B Test Variation
Creates a new a/b test variation for an existing hubspot email, using its `contentid`; this action only creates the variation, it does not start the a/b test or send emails.
Create A Campaign
Deprecated: please use 'create campaign' instead.
Create A New Property Group
Creates a new, empty property group for a specified crm object type in hubspot, requiring a unique group name for that object type; properties must be added separately.
Create A New Marketing Email
Creates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the internal `name` for the email is required.
Create Association For Object Type
Creates the *definition* (schema) of a new association in hubspot, specifying how two crm object types relate (not an actual link between records); any provided `name` must be unique for the `fromobjecttypeid` and `toobjecttypeid` pair.
Create Batch Of Contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Create Batch Of Deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Create Batch Of Feedback Submissions
Creates a batch of feedback submissions in hubspot, ideal for bulk imports; all property names, `associationtypeid`s, and association `to id`s must reference existing entities in hubspot.
Create Batch Of Line Items
Deprecated: please use 'create line items' instead.
Create Batch Of Objects
Creates multiple crm objects of a specified `objecttype` (e.g., contacts, companies, deals) in a single batch operation, where each object can have its own set of properties and associations.
Create Batch Of Properties
Efficiently creates multiple crm properties in a single batch for a specified hubspot object type (e.g., 'contacts', 'companies', custom object id), ideal for schema setup or updates.
Create Batch Of Quotes
Creates multiple hubspot crm quotes in a batch, ideal for bulk operations; provide meaningful quote details in `inputs` as property requirements can vary, and inspect response for individual quote statuses as partial success is possible.
Create Batch Of Ticket
Deprecated: please use 'create tickets' instead.
Create Campaign
Creates a new hubspot campaign.
Create Campaigns
Creates multiple hubspot campaigns in a single batch operation.
Create Company
Creates a new hubspot company.
Create Company Object
Deprecated: please use 'create company' instead.
Create Contact
Creates a new hubspot contact.
Create Contact Object With Properties
Deprecated: please use 'create contact' instead.
Create Crm Object With Properties
Creates a new hubspot crm object (e.g., contact, company, custom object) with specified `properties` (using valid internal names) and `associations` (to existing objects via valid type ids).
Create Deal
Creates a new hubspot deal.
Create Email
Creates a new hubspot email.
Create Emails
Creates multiple hubspot emails in a single batch operation.
Create Event Template For App
Creates a new event template for a hubspot app, defining structure, custom properties (tokens), and appearance (markdown with handlebars) of custom timeline events for crm objects; this template must exist before logging corresponding events.
Create Feedback Submission
Creates a new hubspot feedback submission to record customer feedback (e.g., survey responses, support interactions), optionally associating it with crm objects.
Create Line Item
Creates a new hubspot line item.
Create Line Item Object
Deprecated: please use 'create line item' instead.
Create Line Items
Creates multiple hubspot line items in a single batch operation.
Create Multiple Timeline Events Batch
Creates multiple immutable timeline events in a batch, ideal for bulk data imports or real-time synchronizations, using a valid event template; may update crm properties if the template is so configured.
Create New Deal Object
Deprecated: please use 'create deal' instead.
Create New Object Schema With Custom Properties
Creates a new custom object schema in hubspot crm with unique naming for schema and properties, defined display/required/searchable properties within the 'properties' list, provided immutable labels, and correctly configured 'enumeration' type properties (options/referencedobjecttype).
Create Or Update Draft Version
Creates or updates the draft version of a marketing email identified by `emailid`; if no draft exists, a new one is created from the current live version to prepare changes or a/b tests before publishing.
Create Pipeline For Object Type
Creates a new hubspot pipeline for a specified crm `objecttype` (e.g., 'deals', 'tickets'), requiring the pipeline `label` be unique for that `objecttype` and each stage `label` be unique within the pipeline.
Create Pipeline Stage
Creates a new stage in a specified hubspot crm pipeline for a given object type, such as 'deals' or 'tickets'.
Create Product
Creates a new hubspot product.
Create Product Batch
Deprecated: please use 'create products' instead.
Create Product Object
Deprecated: please use 'create product' instead.
Create Products
Creates multiple hubspot products in a single batch operation.
Create Property For Specified Object Type
Creates a new custom property for a specified hubspot crm object type; ensure `groupname` refers to an existing property group for the `objecttype`.
Create Quote Object
Creates a new quote object in hubspot crm with specified properties and associations.
Create Ticket
Creates a new hubspot ticket.
Create Ticket Object
Deprecated: please use 'create ticket' instead.
Create Tickets
Creates multiple hubspot tickets in a batch, each with its own properties and associations; `inputs` list must not be empty, each item needs `properties`, and associations/custom properties must be validly defined using internal names for custom fields and iso 8601 for dates.
Create Timeline Event Based On Template
Creates an immutable custom timeline event on a crm object's record using a specified, existing event template (identified by `eventtemplateid`), optionally updating crm object properties if defined in the template; requires `email`, `utk`, or `objectid` for association.
Create Workflow
Creates a new hubspot workflow to automate processes; ensure `enrollmentcriteria` and `actions` use properties relevant to the specified `objecttypeid`.
List Contacts Page
Deprecated: use 'list contacts page' to retrieve a paginated list of hubspot contacts.
Archive A Batch Of Campaigns
Archives a batch of up to 50 marketing campaigns, hiding them from active views rather than permanently deleting them.
Delete A Marketing Email
Deletes an existing marketing email, either permanently (default) or by archiving if `archived` is `true`.
Delete Calling Extension Settings
Permanently deletes the settings for a calling extension app, specified by its `appid`, rendering it unusable for all connected hubspot accounts; this operation is irreversible.
Delete Campaign
Permanently deletes a marketing campaign from hubspot using its `campaignguid`; returns a 204 no content status even if the campaign does not exist.
Delete Contact For Gdpr Compliance
Irreversibly deletes a hubspot contact for gdpr compliance (identified via `objectid` and `idproperty`); an email `objectid` for a non-existent contact may be blocklisted.
Delete Pipeline By Id
Permanently deletes a hubspot pipeline and all its stages by `pipelineid` and `objecttype`; this is irreversible, so use validation flags to avoid errors if the pipeline is not empty.
Delete Pipeline Stage By Id
Permanently deletes a specific pipeline stage for an `objecttype` (e.g., 'deals', 'tickets') that supports pipelines; this operation is irreversible, so ensure no active crm records are associated with the stage to prevent data issues.
Delete Schema By Object Type
Permanently deletes a hubspot custom object schema, specified by its `objecttype`, after all associated crm records have been deleted.
Delete Timeline Event Template
Permanently and irreversibly deletes a specific timeline event template, identified by its `eventtemplateid`, from the application `appid`.
Delete Video Conferencing App Settings
Irreversibly deletes all settings for a video conferencing application identified by its `appid` in hubspot, removing its configuration and preventing it from functioning until reconfigured; existing meetings and historical data are unaffected.
Delete Workflow
Permanently deletes a hubspot workflow by its id; deleted workflows cannot be restored via the api and the id must exist.
Read Crm Contact By Id
Deprecated: use `read crm contact by id` instead. retrieves a hubspot crm contact by its unique internal hubspot id, allowing selection of properties, historical values, associated objects, and filtering for archived contacts.