Read
Retrieve the accounts, contacts, opportunities, and activities in scope.
Overview
Sync contacts, deals, and tickets into the workflow.
- · Vendor-supported OAuth or scoped service credentials
- · Read and write access configured separately
- · Tool calls and outcomes recorded per run
Connector contract
Control what agents can do in HubSpot.
Exact authentication methods and available scopes depend on your HubSpot plan and deployment. Context keeps the connector configuration explicit.
Act
Prepare or apply approved record updates and follow-up tasks.
Verify
Log changed fields, source evidence, and the approving user.
Set up the connection
- 01
Authenticate
Connect HubSpot with an admin-approved OAuth flow or scoped credential supported by the vendor.
- 02
Choose scope
Select the accounts, workspaces, projects, or resources available to the runbook.
- 03
Map policy
Set read and write permissions, reviewer gates, and the identity used for each action.
- 04
Test a run
Verify one read, one permitted action, and the resulting audit record before rollout.
Build with HubSpot
HubSpot can be added to any Context runbook. Start from a prebuilt agent, then choose the resources and actions it needs. Browse all agents →
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