CRM

HubSpot CRM

Manage HubSpot contacts, companies, deals, and tickets with natural-language requests.

Dex connects to HubSpot through a Private App access token and works the CRM REST API (https://api.hubapi.com) in natural language — searching and updating contacts, companies, deals, and tickets via /crm/v3/objects/..., resolving pipeline stage IDs, managing static-list memberships and associations, and assigning records to owners — with approvals and audit logging on every write.

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What Dex does with HubSpot CRM

Dex handles both admin workflows and employee self-service — all policy-guardrailed and audit-logged.

For admins (CoAdmin)

Find any record by field value with POST /crm/v3/objects/{object}/search (filterGroups with EQ, CONTAINS_TOKEN, GT/LT, HAS_PROPERTY, IN operators) instead of scanning full lists
Create and update contacts, companies, deals, and tickets — PATCH-merge semantics update only the properties you send, omitted fields are untouched
Move deals through pipelines safely: Dex resolves stage labels to pipeline-specific stage IDs via GET /crm/v3/pipelines/deals before setting dealstage (labels return 400)
Assign records to owners by setting hubspot_owner_id, and look up owners (read-only mirror of HubSpot users) via GET /crm/v3/owners
Manage static-list memberships (PUT /crm/v3/lists/{listId}/memberships/add|remove) and link records with v4 associations (e.g. contact → company with the default label)
Discover and create custom properties via /crm/v3/properties/{object} — Dex confirms a property's internal name before reading or writing it, since UI labels rarely match
Run bulk work through batch endpoints (/crm/v3/objects/{object}/batch/read|create|update|archive, up to 100 records per call) to stay under rate limits

For employees (self-service)

See your own deals — Dex resolves your HubSpot owner ID from your email and filters every query by hubspot_owner_id
List your open tickets, with optional filtering by pipeline stage
Look up the companies and contacts you own
Update a deal you own — move its stage or change the amount — after Dex re-verifies the record's hubspot_owner_id matches you
Strictly scoped: Dex never reads or modifies other users' records, and routes deletions to an admin

Just ask Dex

Your team types a request in plain language. Dex investigates, plans, and executes — with the right guardrails.

Admin prompts

>Find the HubSpot contact with email dana@acme.com and update her phone number to +1-555-0142
>Create a deal "Acme expansion" for $5,000 in the default pipeline and assign it to the owner who handles the Acme Inc company
>Move deal 9912 to the "Contract Sent" stage — look up the right stage ID first
>Create a HIGH priority HubSpot ticket: "Portal SSO broken for Globex users" and put it in the support pipeline
>Add these 40 contacts to the "Q3 webinar invites" static list — batch it, don't loop

Employee prompts

>Show me my open deals with amount and close date
>What's the status of my HubSpot tickets?
>Move my "Initech renewal" deal to the negotiation stage
>List the companies I own in HubSpot

Policy actions

Every action Dex can take on HubSpot CRM is declared, scoped, and guardrailed. Admins control which apply, who approves them, and whether they're limited to self-service.

Action	What it does	Guardrails
`hubspot_list_contacts`	List and search HubSpot contacts (GET /crm/v3/objects/contacts, /search)	—
`hubspot_manage_contact`	Create, update, or archive a contact	approval
`hubspot_list_companies`	List and search companies, including find-by-domain	—
`hubspot_manage_company`	Create, update, or archive a company record	approval
`hubspot_list_deals`	List and search deals with amount, stage, pipeline, and close date	—
`hubspot_manage_deal`	Create a deal, update its properties, or move its pipeline stage	approval
`hubspot_list_tickets`	List and search HubSpot tickets by pipeline, stage, and priority	—
`hubspot_manage_ticket`	Create or update a ticket (subject, content, priority, stage)	approval
`hubspot_list_owners`	Look up owners (read-only — owners mirror HubSpot users and can't be created via the API)	—

How to configure HubSpot CRM

Onboarding takes minutes. Dex validates your credentials before saving them.

Setup steps

1
Sign in to HubSpot as a super admin and go to Settings → Integrations → Private Apps.
2
Create a new Private App (e.g. "Dex Autonomous IT") and grant it the CRM scopes Dex needs — at minimum the read scopes (e.g. crm.objects.contacts.read) plus write scopes (e.g. crm.objects.deals.write) for the objects Dex will manage. Scopes are fixed at creation and cannot be widened from the API.
3
Copy the access token from the app's Auth tab — it starts with "pat-".
4
In Dex, enable the HubSpot CRM integration and paste the access token.
5
Dex validates the token with a live call to /account-info/v3/details and confirms the connected portal ID. Missing CRM scopes surface as 403s on the specific call that needs them, and Dex reports the exact scope required.

Credentials required

access_token: HubSpot Private App access token (starts with "pat-") from Settings → Integrations → Private Apps → your app → Auth

Requirements

•HubSpot super admin rights to create a Private App under Settings → Integrations → Private Apps
•The Private App must be granted the CRM scopes for each object Dex will touch (e.g. crm.objects.contacts.read, crm.objects.deals.write) — a 403 means a missing scope, and re-scoping requires editing the app and re-copying the token
•Deal and ticket stages are pipeline-specific IDs, not labels — Dex resolves them via /crm/v3/pipelines/deals and /crm/v3/pipelines/tickets at runtime
•List membership edits only work on static (manual) lists; active lists are rule-driven and read-only
•DELETE archives are soft (recoverable for 90 days) but Dex still confirms with the admin before any delete or bulk archive

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