HubSpot Integration

Overview

HubSpot can be integrated into VINSI.AI through OAuth authentication and accessed programmatically using Custom API tools.

Once connected, AI agents can retrieve contacts, deals, and CRM metadata during live phone calls or automated workflows.

Authentication

HubSpot authentication is handled using OAuth 2.0.

1. Navigate to Settings → API Integration → HubSpot
2. Click Connect with HubSpot API
3. Review permissions and click Connect app

Access tokens are securely stored and automatically refreshed. No API keys are exposed to agents.

Using HubSpot via Custom API Tool

To allow an AI Phone Agent to query HubSpot data, you must create a Custom API tool.

This tool defines how the agent sends HTTP requests to HubSpot’s API using the authenticated OAuth context.

Tool Configuration

• Tool Type: Custom API
• Tool Name: HubSpot – Get Contacts
• Description: Fetch contacts from HubSpot CRM
• Server URL: https://api.hubapi.com/crm/v3/objects/contacts
• Method: GET
• Timeout: 30 seconds (default)

Authorization headers are injected automatically using the connected HubSpot account.

Example: Fetch Contacts

Server URL:
https://api.hubapi.com/crm/v3/objects/contacts

Method:
GET

Headers:
Content-Type: application/json

Parameters (optional):
limit = 10

The AI agent can now invoke this tool during a call to retrieve CRM data in real time.

Important Notes

• HubSpot may display the integration as an unverified app
• Only grant access if you trust the application
• Rate limits are enforced by HubSpot
• Custom API tools should be scoped narrowly per use case